- Jul 20, 2021
DBR FIDUCIARY PLAN SOLUTIONS EARNS FIDUCIARY EXCELLENCE CERTIFICATION
DBR Fiduciary Plan Solutions Steve Kaczynski, CFA, CPFA, AIF® 412-227-2800 skaczynski@dbroot.com www.dbroot.com/fiduciary FOR IMMEDIATE...
- Sep 21, 2020
DBR & CO Launches Multiple Employer Plan MEP>ONE™
DBR & CO has announced the offering of a Multiple Employer Plan (MEP), under the operating name MEP›ONE™
- Apr 17, 2020
Coronacrash Advisor Perspectives: DBR & CO’s David Root Jr. & Tony Sirianni
Recently, AdvisorHub interviewed our CEO, David Root CFP® to get his perspective on the "Coronacrash." Read the article here.
- Mar 20, 2019
Watch our CEO David Root's interview on Hedgeye TV with Keith McCullough during Investing Summit
This is an exclusive "Hedgeye Investing Summit" interview between wealth manager David Root and Hedgeye CEO Keith McCullough. It aired on...
- Jan 15, 2019
Pittsburgh Post-Gazette: Pittsburgh wealth managers in a mood to buy up assets to get bigger
Our CEO, David Root was featured in an article recently in the Pittsburgh Post-Gazette on inorganic growth and acquisitions in our...
- Aug 28, 2018
Pittsburgh Post-Gazette: Tracking down 3,000 customers — in person — is not as easy as it seems
From the Pittsburgh Post-Gazette on August 27, 2018: Fresh out of the University of Michigan in the summer of 1983, David Root was living...
- May 23, 2017
Success of Training Programs Hinges On Hiring Process
From The Wall Street Journal. Read the full story…
- Dec 18, 2016
Here are some tips when it comes to charitable giving: Special Holiday Column
From PennLive As Pennsylvania investors take stock in their overall financial picture at the end of the year, it is a great time to...
- Dec 1, 2016
Should clients prepare for Social Security benefit cuts?
From Financial-Planning.com “We do believe Social Security will be around in 75 years, and we believe changes will be made to maintain...
- Sep 11, 2016
Use these digital tools to bring new clients aboard
From Financial Planning Magazine Today, digital, online and social media technology all play a major role for financial services,...
- Apr 10, 2016
Pennsylvania: Back to the Future
From Private Asset Management DB Root & Company was featured in the April 2016 issue of Private Asset Management. Read the story here,...
- Oct 23, 2015
Team strategy designed to test emerging leaders
From Pittsburgh Business Times D.B. Root & Co. includes five adviser teams, one of which he heads. Each has a senior adviser, a planning...
- Oct 15, 2015
Commonwealth loses $650M firm to RIA channel
From Investment News D.B. Root & Co. had been an affiliate since 1997 D.B. Root & Co., a firm affiliated with Commonwealth Financial...
- Oct 10, 2015
Dynasty Snatches RIA from Commonwealth
From Financial Planning Magazine The move was driven by “a desire to grow,” says D.B. Root chief executive David Root. Read the full...
- Oct 7, 2015
New custodian, partnership for Pittsburgh money management firm
From Pittsburgh Business Times D.B. Root & Co., Pittsburgh-based money management firm, retained San Francisco-based Charles Schwab Corp....
- Oct 7, 2015
Young, Entrepreneurial-Minded RIA Launches In Pittsburgh
From Family Wealth Report The new RIA is focused on training the next generation of financial advisors and targeting entrepreneurs....
- Oct 6, 2015
Dynasty Lands Pittsburgh’s D.B. Root & Co.; Adds $650M AUM, NexGen Advisors
From Advisor Hub Dynasty Financial Partners today announced its partnership with D. B. Root & Co., the most recent independent advisory...
- Oct 6, 2015
Pittsburgh team joins Dynasty network
From Private Asset Management Magazine D.B. Root & Co. has been formed as an independent advisory firm in Pittsburgh, Pennsylvania, after...
- Oct 6, 2015
Leading Pittsburgh-Based Wealth Management Firm D. B. Root & Co. Launches as a Fully Independent
From Business Wire: A Berkshire Hathaway Company Focus on Training Next Generation of Financial Advisors & Targeting Entrepreneurs NEW...
- Sep 27, 2015
Pittsburgh Post-Gazette: Sometimes life upends those diligent savings plans
Even though more than half are still paying off college debt of their own, millennials want their children to have a better college...