IN THE NEWS ARCHIVES (2014 Year)
Petersen Hastings Welcomes Amy Bishop and Sasha Castro!
SASHA CASTRO ~ AS MARKETING LIAISON
On December 1, 2014, Petersen Hastings announced Sasha Castro as their first Marketing Liaison. Sasha will be responsible for generating, maintaining, and implementing all internal and external marketing and communications related activities. Scott Sarber, President of Petersen Hastings said, “Petersen Hastings is always looking for creative, energetic team members. We are also continuously trying to improve our client experience. With the addition of Sasha, we will be doing both.” Sasha earned her Bachelor of Communications in Marketing and Public Relations from the University of Washington in Seattle, and simultaneously, a Sales Certificate from their Michael G. Foster School of Business.
AMY BISHOP ~ AS CLIENT SERVICE CONCIERGE
Amy Bishop has been named Client Service Concierge as of September 2014. She assists with client needs, scheduling appointments, administrative tasks, and other team support activities. Scott Sarber, President of Petersen Hastings said, “We are very excited to have Amy Bishop as a member of our growing team. She brings a warm welcome to all at Petersen Hastings.” Amy earned an Associates of Arts and Science degree from Columbia Basin College. She also earned a Bachelor of Arts degree in Business Administration with an emphasis in Human Resources, from Washington State University, Tri-Cities.
Scott Sarber in July’s Financial Advisor Magazine
“Finding Their Own Way” by Jeff Schlegel
Is the RIA profession entering a golden era? Sounds gushy, but it might be true.
Increasingly, investor mindshare and wallet share are moving into the space as people turn away from the commission-based model in favor of a fee-based one that, in theory, represents unconflicted financial advice. Meanwhile, greater numbers of breakaway brokers want a piece of the RIA action.
Cerulli Associates projects the combined RIA and dually registered market share to make up 24.7% of the advisory industry in 2014, up from 18.6% in 2010. For sure, the wirehouse broker model will remain a force. But RIAs seem to have momentum on their side... Continue reading →
INTERVIEW: Zero Alpha Group Looks To Leverage Its Power
Editor – Family Wealth Report
Zero Alpha Group, which is comprised of registered investment advisors, is working to leverage its resources in a more formal, strategic way, after a recent meeting between members in Chicago paved the way for a number of new initiatives... Continue reading →
Petersen Hastings Receives
The Lourdes Foundation Outstanding Service Award
Petersen Hastings recently received the Outstanding Service Award from Lourdes Foundation for our sponsorship of the Lourdes Physician’s Wall. The Physician’s Wall is an artistic and informative display of the physicians and departments that Lourdes offers. Petersen Hastings was proud to sponsor the Physician’s Wall and looks forward to many years of its enjoyment and use. It is a beautiful showcase of the expert, dedicated care that the Lourdes physicians provide.
December 9th, 2014
May 15th, 2015
March 11th, 2015