Broker Check
Edward C. Swenson Named President of Advisor Group RIA Solutions
​Advisor Group accelerates evolution of RIA channel with addition of seasoned industry executive, Edward C. Swenson.
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Advisor Group Launches Securities-Based Lending Offering
Advisor Group is rolling out a securities-based lending offering to its 10,000 advisors, providing them with the ability to source loans for clients without losing touch with the assets.
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A Mentorship Journey: Coming Full Circle
Aiyisha Adams, MBA, CRPC, is vice president of Advisor Engagement, Advisor Group and HBCU Alumna. Read about her experiences with mentorship and how it changed her journey and continues to influence her future.
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Where Hiring Women Advisors Is More Than Talk
A need exists to have specialized recruiting and educational programs to help women transition into the industry, Kristen Kimmell, Advisor Group’s executive vice president of business development, and Erinn Ford, executive vice president of advisor engagement at Advisor Group, said in an interview.
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Advisor Group Concludes 16th Annual W Forum Conference, Its Largest Women's Event to Date
W Forum is the centerpiece of Advisor Group's Women Forward, an initiative that promotes success for women across the firm and beyond. Advisor Group is a leader among independent broker-dealers in hiring and advancing the careers of women. As of 2022, 50% of the firm's people leaders were women.
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Advisor Group Says It Plans To Continue Aggressive Growth In 2023
Advisor Group added more than 1,800 financial advisors to its network last year, the firm reported today. With the addition of the advisors came $84.2 billion in total new client assets through its strategic growth strategy.
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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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