Broker Check
Advisor Group Buys $40 Billion Independent Broker-Dealer
Advisor Group is buying a smaller rival that has more than 850 financial professionals and approximately $40 billion in client assets. Advisor Group’s deal for American Portfolios Financial Services is its second acquisition so far this year.
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Advisor Group Adds $800M AUM Ironbridge Wealth Counsel
IronBridge, which has offices in Austin, Texas, West Palm Beach, Fla., Scottsdale, Ariz., Farmington, N.M., Windsor, Conn., Chicago and Salt Lake City, joins the Advisor Group network through its partner SagePoint Financial.
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Advisor Group Buys $30 Billion Firm, Expands Reach Within Bank Channel
Advisor Group’s network of thousands of independent financial advisors is about to get even larger. The company said it is buying a smaller rival, Infinex Financial Holdings, in a deal that will expand Advisor Group’s reach with banks, credit unions, and other financial institutions.
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Wealth Building For Younger Investors Still Starts With Sound Advice
Investors of all ages benefit from sound financial advice. But that’s especially the case for investors in their 20s and 30s. Because of social media, this demographic, more so than any other, either gets inundated with information about high-risk investments or is influenced by outliers, like a startup founder who has all of their money in crypto.
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Advisor Group Taps CAIS for Alts Access for FAs
Advisor Group has selected the investment platform CAIS to give its advisors access to alternative investments, according to CAIS. The partnership gives Advisor Group’s more than 10,100 financial advisors access to “a curated menu” of alternatives, including hedge funds, private equity, real estate and private credit, CAIS says. All the funds available on the platform undergo due diligence by Mercer, according to CAIS.
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Advisor Group Builds Out Leadership With Two New Hires
Advisor Group is adding two industry vets to its leadership roster, with Dimple Shah joining as Executive Vice President of Corporate Strategy and Iryna Northrip as Chief Compliance Officer, Investment Strategy.
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Russia-Ukraine Conflict: More Cybersecurity Risks for Wealth Managers?
Advisor Group prepares for cybersecurity threats – especially those from Russian actors – through a multi-pronged strategy that includes optimizing defenses, promoting user awareness and engaging in readiness preparations.
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Triad Adds Gallagher’s $6.3B Retirement Plan Consulting Business
Advisor Group announced Monday that Gallagher’s retirement plan consulting practice, which encompasses 90 advisors, 50 support staff and nearly $6.3 billion in discretionary assets under management, has moved its business to Triad Advisors, an Advisor Group broker/dealer. Gallagher, a hybrid registered investment advisor, joins from Kestra Financial.
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Advisor Group Welcomes Brett Straub CFP® And Stephanie Wade To Its Platform With Over $120 Million In Assets
Today, Advisor Group announced the successful affiliation to its network of Brett Straub and Stephanie Wade, independent financial advisors with more than $120 million in total client assets, from Principal Securities.
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Russia’s War in Ukraine Should Have Firms and Advisors Beefing Up Cyber Protections
Many believe that as the war continues, Russia’s cybercrimes will only escalate. Are U.S.-based independent financial firms or advisors likely targets for malicious actors on a global scale? Perhaps not. Still, as threats become increasingly sophisticated and cybercriminals search for additional victims, it makes sense for any business to harden its digital defenses.
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Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience
Head of digital solutions for 10,000 financial advisor-strong wealth management firm sees enormous opportunities for tech-driven business growth in 2022 and beyond.
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Advisor Group Continues Digital Transformation Momentum with New Senior Hires
After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.
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