Press Coverage

D.B. Root & Company and our CEO David Root are often asked for an opinion on issues facing the economy as well as the financial industry. Here are some examples:

Success of Training Programs Hinges On Hiring Process

March 23, 2017

THE WALL STREET JOURNAL Success of Training Programs Hinges On Hiring Process March 23, 2017 Read the full story… Related Stories Why can’t we have the Government of Champions? Will September mean back to school for the Fed? The Millennials are coming! But when? The Fed: Changing the play after the huddle

Here are some tips when it comes to charitable giving: Special Holiday Column

December 18, 2016

PENNLIVE.COM Here are some tips when it comes to charitable giving: Special Holiday Column December 7, 2016 As Pennsylvania investors take stock in their overall financial picture at the end of the year, it is a great time to assess which charities they’d like to contribute to. You will need to determine the best ways to…

Should clients prepare for Social Security benefit cuts?

December 1, 2016

FINANCIAL-PLANNING.COM Should clients prepare for Social Security benefit cuts? December 1, 2016 “We do believe Social Security will be around in 75 years, and we believe changes will be made to maintain benefits,” says Tiffany Benigni, an associate adviser at D.B. Root in Pittsburgh. But just in case, the firm is advising younger clients not to…

Financial Planning: Use these digital tools to bring new clients aboard

September 11, 2016

FINANCIAL PLANNING Use these digital tools to bring new clients aboard September 7, 2016 Today, digital, online and social media technology all play a major role for financial services, particularly for acquiring and growing client relationships. The ability to communicate with current clients and prospects has expanded well beyond the limitations of geography. The increasing…

Pennsylvania: Back to the Future

April 10, 2016

PRIVATE ASSET MANAGEMENT Pennsylvania: Back to the Future April 2016 DB Root & Company was featured in the April 2016 issue of Private Asset Management. Read the story here, starting on page 18. Related Stories Pittsburgh Post-Gazette: Sometimes life upends those diligent savings plans Pittsburgh Business Times: New custodian, partnership for Pittsburgh money manag… Family Wealth Report:…

Indie Firms Face Stiff Marketing Headwinds

FINANCIAL ADVISOR IQ Indie Firms Face Stiff Marketing Headwinds April 4, 2016 The advantages of owning an independent financial-advice firm — like more freedom and a shot at more money — don’t always extend to marketing. Generally, small firms’ national rivals have brands big and are resilient enough to see them through periods — as…

Advisor Hub: Dynasty Lands Pittsburgh’s D.B. Root & Co.; Adds $650M AUM, NexGen Advisors

November 15, 2015

ADVISOR HUB Dynasty Lands Pittsburgh’s D.B. Root & Co.; Adds $650M AUM, NexGen Advisors October 6, 2015 Dynasty Financial Partners today announced its partnership with D. B. Root & Co., the most recent independent advisory firm to leverage Dynasty’s industry-leading platform of integrated wealth management services and technology. Founder and CEO David B. Root launched…

Pittsburgh Business Times: New custodian, partnership for Pittsburgh money management firm

November 7, 2015

PITTSBURGH BUSINESS TIMES New custodian, partnership for Pittsburgh money management firm Oct 7, 2015 D.B. Root & Co., Pittsburgh-based money management firm, retained San Francisco-based Charles Schwab Corp. as its new custodian and broker/dealer and is partnering with New York-based Dynasty Financial Partners to provide an integrated technology platform. These arrangements replace Commonwealth Financial Network,…

Pittsburgh Business Times: Team strategy designed to test emerging leaders

October 23, 2015

PITTSBURGH BUSINESS TIMES Team strategy designed to test emerging leaders October 23, 2015 D.B. Root & Co. includes five adviser teams, one of which he heads. Each has a senior adviser, a planning assistant or analyst, and an administrative assistant. The grooming process makes sure young advisers are trained to work with clients and possibly…

Investment News: Commonwealth loses $650M firm to RIA channel

October 15, 2015

INVESTMENT NEWS Commonwealth loses $650M firm to RIA channel D.B. Root & Co. had been an affiliate since 1997 D.B. Root & Co., a firm affiliated with Commonwealth Financial Networkthat managed more than $650 million in client assets, has formed a registered investment advisory. The Pittsburgh-based RIA includes founder and CEO David B. Root, along…

Financial Planning: Dynasty Snatches RIA from Commonwealth

October 7, 2015

FINANCIAL PLANNING Dynasty Snatches RIA from Commonwealth The move was driven by “a desire to grow,” says D.B. Root chief executive David Root. Read the full story in Financial Planning (subscription required) Related Stories Here are some tips when it comes to charitable giving: Special Holiday Column Indie Firms Face Stiff Marketing Headwinds Pittsburgh Business…

Family Wealth Report: Young, Entrepreneurial-Minded RIA Launches In Pittsburgh

FAMILY WEALTH REPORT Young, Entrepreneurial-Minded RIA Launches In Pittsburgh The new RIA is focused on training the next generation of financial advisors and targeting entrepreneurs. October 7, 2015 Pittsburgh, PA-based D B Root & Co has launched as an independent RIA, leveraging Dynasty’s wealth management services and technology platform. With client assets of over $650…

Private Asset Management Magazine: Pittsburgh team joins Dynasty network

October 6, 2015

PRIVATE ASSET MANAGEMENT MAGAZINE Pittsburgh team joins Dynasty network October 6th, 2015 D.B. Root & Co. has been formed as an independent advisory firm in Pittsburgh, Pennsylvania, after its CEO broke ties with Commonwealth Financial Network in favor of the Dynasty Financial Partners platform. Founder and CEO David B. Root launched D. B. Root &…

Business Wire: Leading Pittsburgh-Based Wealth Management Firm, D. B. Root & Co., Launches as a Fully Independent Advisory Firm

BUSINESS WIRE: A BERKSHIRE HATHAWAY COMPANY Leading Pittsburgh-Based Wealth Management Firm, D. B. Root & Co., Launches as a Fully Independent Advisory Firm Focus on Training Next Generation of Financial Advisors & Targeting Entrepreneurs October 06, 2015 10:00 AM Eastern Daylight Time NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners today announced its partnership with D. B. Root…

Pittsburgh Post-Gazette: Sometimes life upends those diligent savings plans

September 27, 2015

Len Boselovic’s Heard Off the Street: Sometimes life upends those diligent savings plans September 27, 2015 Even though more than half are still paying off college debt of their own, millennials want their children to have a better college experience than they did. Fidelity reports that millennials intend to cover 74 percent of their children’s…