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Jim Roth

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Articles

Winning Over Mid-Career Recruits

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By Jim Roth
| AdvisorHub Verified
The numbers revealed in a recent Diamond Consultants study are striking and serve to validate anecdotal evidence industry watchers have observed: advisors in motion are growing in number. In 2025, over 11,100 experienced advisors (those with three or more years of experience) changed firms … a 16.2% increase over the prior year.
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The Impactful Annual Conference

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By Jim Roth
| AdvisorHub Verified
What makes an advisor event worth attending? For financial professionals who ascribe to the philosophy of “more is more,” the ever-expanding advisor conference calendar offers no shortage of options. However, advisors still have businesses to run and clients to serve, which means even the most exciting, forward-looking, trendy, dynamic or heavily promoted event (pick your adjective) has to justify the time away.
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AI’s Expanding Role Has Triggered Growing Pains for Firms and Advisors

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By Jim Roth
| AdvisorHub Verified
AI’s Expanding Role Has Triggered Growing Pains for Firms and Advisors by Jim Roth, Partner at Ascentix Partners Automation. Facilitation. Elevation. Personalization. The potential payoffs driving AI adoption among wealth management firms are well documented. Integration. Innovation. Education. Expenditures. The emerging challenges associated with deploying the technology are diminishing the enthusiasm surrounding AI.
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