MarketSight newsletter

Our proprietary monthly newsletter, MarketSight, is produced by Cadaret Grant experts, ensuring financial professionals get unbiased insight about the latest financial topics and issues. That includes business building strategies, practice management advice, tips from fellow financial professionals, and news from internal departments.

Even better, MarketSight is geared just for independent financial professionals. It cuts to the chase on how industry news will impact an independent practice. You’ll look forward to MarketSight‘s arrival for its jam-packed content — without annoying advertisements and promotions. MarketSight is for broker/dealer use only.

Read a sample issue of MarketSight.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.