Tag: SagePoint Financial
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,...
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 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...
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...
Woodbury Adds Two Colorado Advisory Firms with $378 Million in Combined...
Woodbury Financial Services, an independent broker-dealer in the Advisor Group network, has added Life Wealth Principles and National Financial Advisors, which have a combined...
Advisor Group’s Royal Alliance Plans to Acquire Signator Investors
Advisor Group, one of the nation's largest networks of independent financial advisory firms, plans to acquire Signator Investors Inc. and merge it into Royal...
Woodbury Financial Buys Capital One’s $10 Billion Advisory Unit
Woodbury Financial Services, an independent broker-dealer in the Advisor Group network, will acquire Capital One Investing’s $10 billion full-service investment management and brokerage division....
Advisor Group Breaks Recruiting Record in 2017
Advisor Group, one of the nation's largest networks of independent financial advisors, had a record-breaking 2017 with the recruitment of 614 financial advisors with...
