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Advisor Group to Buy $30 Billion Broker-Dealer

Advisor Group, one of the nation's largest networks of independent wealth management firms, has agreed to purchase Infinex Financial Holdings Inc., the holding company...

Advisor Group Continues Growth with Hire of Two Industry Executives

Advisor Group, a network of independent wealth management firms, has hired two executives for its business strategy and compliance operations. Dimple Shah joined as...

Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice

Triad Advisors, an independent wealth management firm and part of the Advisor Group network, has recruited Gallagher's Retirement Plan Consulting Practice, a team of...

Advisor Group Adds Three Industry Executives to Team

Advisor Group, a network of independent wealth management firms, has hired three executives across operations, marketing and advisor engagement, including Tim Hodge as executive...

Advisor Group Recruits Four Advisors with $232 Million in Client Assets

Advisor Group, a network of independent wealth management firms, has recruited four financial advisors who collectively oversee more than $231.5 million in total assets....

Advisor Group Adds Three Financial Advisors with $481 Million in Client...

Advisor Group, a network of independent wealth management firms, has added three financial advisors who oversee $481 million in total client assets. Gerald Kleber, a...

Advisor Group’s Securities America Recruits Two Financial Advisors

Advisor Group, a network of independent wealth management firms, has recruited Thomas P. Leinwol and D. John Ruffa of Upward Wealth Group who oversee...

Advisor Group’s Securities America Recruits Two California-Based Financial Advisors

Advisor Group, a network of independent wealth management firms, has recruited James Putnam and Babak “Bobby” Payvandi, a pair of financial advisors based in...

Securities America Recruits Advisors with $376 Million, Advisor Group Provides AUM...

Securities America, a wealth management firm within the Advisor Group network, has recruited independent financial advisors Robert “Bob” Batick and Norman “Todd” Coates who...

Royal Alliance Super-OSJ Acquires $4.5 Billion Firm

GenXFinancial, a wealth management firm affiliated with Advisor Group subsidiary Royal Alliance, has acquired Boston Partners Financial Group, a New England-based financial advisory firm...