News

​Advisor Group accelerates evolution of RIA channel with addition of seasoned industry executive, Edward C. Swenson.

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.

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.

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.

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.

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.

Second largest independent wealth management firm discusses processes for creating new advisor-facing tech tools.

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.

Firms say they’ve ramped up marketing and hiring efforts ahead of the expected influx of client requests for planning services.

Financial advisor succession planning remains subject to process bottlenecks that technology can increasingly address.

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.

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.