Tag: Advisor Group
Advisor Group to Buy $40 Billion Independent Broker-Dealer
Advisor Group, one of the nation's largest networks of independent wealth management firms, has agreed to purchase American Portfolios Financial Services Inc., a full-service,...
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...
Advisor Group’s Royal Alliance Recruits $168 Million Wealth Management Team
Royal Alliance Associates, a broker-dealer within the Advisor Group network of independent wealth management firms, has recruited Azose Johnson & Associates, a Washington-based firm...
Advisor Group’s Triad Advisors Recruits Father-Son Duo
Advisor Group, a network of independent wealth management firms, has recruited Tor and Tyler Saile, a father-and-son hybrid wealth management practice with offices in...
Advisor Group’s Woodbury Financial Recruits $257 Million Team
Woodbury Financial Services, an independent wealth management firm within the Advisor Group network, has recruited Illinois-based Ambassador Wealth Management, a multi-service wealth management practice...
Advisor Group’s Triad Recruits Two Pennsylvania-Based Wealth Management Practices
Advisor Group, a network of independent wealth management firms, has recruited GL Capital and East Coast Advisory, two wealth management practices based in Pennsylvania...
Advisor Group’s Securities America Recruits Advisors from LPL and Mutual of...
Securities America, a wealth management firm within Advisor Group’s network, has recruited three financial professionals with a total of $120 million in client assets....
Advisor Group Launches National Advisory Board
Advisor Group, a network of independent wealth management firms, has launched its new National Advisory Board (NAB), consisting of 12 advisors from across its...
Advisor Group Names President and CEO Of SagePoint Financial
Advisor Group, a network of independent wealth management firms, has appointed Desireé Sii as president and chief executive officer of SagePoint Financial following the...
Advisor Group Appoints Industry Veteran to Lead New Advisor Engagement Team
Advisor Group, a network of independent wealth management firms, has appointed Erinn Ford to the newly created position of executive vice president of advisor...
Securities America Recruits Wealth Management Team from Ameriprise
Securities America, a wealth management firm within Advisor Group’s network, has recruited Gaulden & Associates Wealth Management, a North Carolina-based wealth management group with...
