Tag: SagePoint
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 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’s Sagepoint Recruits $503 Million Team from LPL Financial
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice based in Fresno, California,...
Advisor Group’s SagePoint Recruits Two Longtime Advisors from LPL Financial
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited two Oregon- based independent financial professionals with a total of $365...
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,...
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...
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...
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....
SagePoint Adds Three Advisor Groups with $2 Billion in Client Assets
SagePoint Financial, a financial services firm with more than 1,900 advisors nationwide, announced that High Point Capital Group, Legacy Financial Advisors Inc., and Buckley...
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...
