Broker Check
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Second largest independent wealth management firm discusses processes for creating new advisor-facing tech tools.
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The Next-Gen Advisor Crisis Is Real. Here Are Solutions.
Advisor Group President of Advice and Wealth Management Greg Cornick addresses the Next-Gen advisors crisis and how Advisor Group is preparing for the generational shift.
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Market Volatility Is Increasing Demand for Financial Planning: Report
Firms say they’ve ramped up marketing and hiring efforts ahead of the expected influx of client requests for planning services.
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Technology’s Growing Role in FA Succession Planning
Financial advisor succession planning remains subject to process bottlenecks that technology can increasingly address.
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Courting Advisors After Covid
When advisors consider moving to a new broker-dealer, they must weigh the cultural fit and services of the firm they’ve got their eye on more than just the financial incentives that have prompted them to move.
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Women take the lead at Advisor Group
The imperative for having more women in charge of brokerage and advisory firms is pretty clear — in the future women will control more of the nation's wealth.
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Securian team managing $203 million bolts for SagePoint
An office of supervisory jurisdiction for Securian Financial Services that manages $203 million in assets has left the firm and affiliated with SagePoint Financial, an Advisor Group broker-dealer.
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Advisor Group backs $16bn RIA alongside PE firm Reverence
Advisor Group has made its first direct investment in an RIA, acquiring a stake in $16bn hybrid firm Signature Estate & Investment Advisors (SEIA) alongside private equity firm Reverence Capital.
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Using the Great Resignation to drive gender diversity in the industry
There's a growing pool of women seeking second careers who come from sectors including education and nursing, professions that create skills perfectly suited for wealth management.
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Advisor Group Expands Employee Benefits Programs
Advisor Group’s employees and their families will have access to a variety of wellness benefits through a program launched by the firm in cooperation with Talkspace and Aetna, the firm announced today.
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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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