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Royal Alliance Super OSJ Recruits Father-Son Hybrid

Capitol Financial Solutions, a super-OSJ affiliated with Royal Alliance Associates with nearly $1.2 billion in total client assets, has recruited Fidelity Capital Management, a...

Advisor Group Launches Cybersecurity Program for Advisors and Clients

Advisor Group, one of the nation’s largest networks of independent wealth management firms, has introduced its CyberGuard Program, a cybersecurity services and support platform...

Advisor Group to be Sold to Reverence in $2.3 Billion Deal

Reverence Capital Partners, a private equity firm focused on investing in financial services businesses, has agreed to acquire a 75 percent stake in Advisor...

Advisor Group Adds Eight Female Advisors, Wraps Up 13th Annual W...

Advisor Group, a network of independent wealth management firms, has recruited eight female advisors with a total of $330 million in client assets between...

Centerbridge Partners Reportedly Mulling Purchase of Advisor Group for $2 Billion

Bloomberg reported that Centerbridge Partners LP is in talks to purchase independent broker-dealer network Advisor Group for more than $2 billion, citing anonymous sources...

Advisor Group Expands Executive Leadership Team

Advisor Group, a network of independent wealth management firms, has appointed Lori Love to the newly-created role of chief customer experience officer, reporting directly...

Woodbury Adds 400 Questar Financial Advisors With $12.2 Billion In Assets

Woodbury Financial Services, an independent wealth management firm within the Advisor Group network, has recruited 400 financial advisors with $12.2 billion in assets under...

Advisor Group’s Royal Alliance Completes Acquisition of Signator Investors

Royal Alliance Associates, one of Advisor Group's four independent wealth management firms, has closed its acquisition of Signator Investors Inc., a dual-registered broker-dealer and...

Former Cetera and Advisor Group CEO Joins Board of Clark Capital

Clark Capital Management Group, an independent asset management firm, has appointed industry veteran Larry Roth to its board of directors. Roth is the former CEO...

Larry Roth Launches New Consulting Firm, Partners with Berkshire Global Advisors

Financial services industry veteran Larry Roth has launched RLR Strategic Partners, a growth consultancy focused on the retail wealth management and asset management spaces....