AB Advisor Institute


A Higher Standard of Care

We offer a full range of inspiring, informative seminars and easy-to-follow guides that provide skill-building in practice management, wealth planning and wealth management.

Ken Haman

Managing Director—AB Advisor Institute

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Personalized Practice Management Solutions

When you’re ready to take your practice to the next level, AB offers a suite of practice management tools and training providing individualized support. The AllianceBernstein Digital CoachSM and AB’s team of Certified Practice Management ConsultantsSM can help you fine-tune your business for success.

Our Goal Is Helping Advisors Meet Their Goals

We set a new standard in retail asset-management practice by improving financial advisor and investor outcomes through strategic marketing, effective communication with clients, and practice management strategies.

Ken Haman

KEN HAMAN | Managing Director, AB Advisor Institute

A ten-year veteran of AB, Ken Haman’s professional experience includes a private consulting practice to the financial-services industry and managing a psychotherapy practice. His extensive consulting background includes service to large organizations, financial professionals and senior executives.

Scott Tatum

SCOTT M. TATUM | CIMA, CFP Director, AB Advisor Institute

Since 2008, Scott Tatum has focused on improving outcomes for financial professionals through the Advisor Institute. His three-decade career includes eight years as regional vice president at Oppenheimer Funds and seven years as national sales manager at financial services firm HD Vest.


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