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Advisor Group Hires Former United Capital Exec as Chief Financial Officer

Advisor Group, a network of independent wealth management firms, has hired Jon Frojen as chief financial officer. In his new role, he will oversee the...

Woodbury Recruits Two Brokers in Succession Plan Merger Transaction

Woodbury Financial Services, a broker-dealer within the Advisor Group network, has recruited two independent financial advisors with combined client assets of $170 million. The financial...

Advisor Group to Consolidate Three Former Ladenburg Broker-Dealers

Following its acquisition of Ladenburg Thalmann earlier this year, Advisor Group plans to consolidate Investacorp, Securities Service Network (SSN) and KMS Financial Services, three...

Advisor Group Expands Coronavirus Response Resource Center

Advisor Group, a network of independent wealth management firms, has expanded its coronavirus response resource center, a platform of services that helps financial professionals...

Advisor Group’s Triad Advisors Hires Former LPL Exec as SVP of...

Triad Advisors, a wealth management firm within the Advisor Group network, has hired Brian Shulstad as senior vice president of business development. Shulstad most recently...

Advisor Group’s Securities America Recruits $120 Million Hybrid

Securities America, a wealth management firm within Advisor Group’s network, has recruited 20/20 Wealth Management Group, a hybrid financial advisory practice based in Auburn,...

Advisor Group Expands Senior Leadership Team, Hires Former LPL Executive

Advisor Group, one of the nation's largest wealth management firms, has expanded its leadership team following its recent merger with Ladenburg Thalmann. The management...

Ladenburg Thalmann Completes Merger with Advisor Group

Ladenburg Thalmann Financial Services Inc., a financial services company, has completed its merger with Advisor Group Inc., one of the nation's largest networks of...

Advisor Group and Ladenburg Thalmann to Merge in $1.3 Billion Deal

Advisor Group, one of the nation's largest networks of independent wealth management firms, and Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly traded...

Woodbury Financial and GCG Recruit Five Longtime Wells Fargo Advisors

GCG Wealth Management, a Woodbury Financial Services-affiliated firm, has recruited five advisors with a combined $330 million in client assets to its new Greensboro,...