Subscribe

Larry Roth joins Vestorly’s advisory board

Brokerage veteran will help content marketing company develop new services.

Larry Roth, the former CEO of Cetera Financial Group and AIG Advisor Group, has joined the advisory board of Vestorly, a content marketing software company serving financial firms.

Mr. Roth will help Vestorly develop opportunities in financial services as “new economic realities and the regulatory environment shift,” the company said in a release.

Vestorly said it intends to apply its artificial intelligence platform to address the need for personalized communication in a know-your-client environment while enhancing client acquisition processes, operations around revenue retention, and consumer education.

The company was founded in 2012 to provide a content marketing platform based on end-user activity for the financial advisory business.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print