Advanced Equities Financial Corp.

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  Carlyle Group Buys Minority Stake in Avalon Advisors

  By Joyce Hanson, AdvisorOne  |  August 31, 2011

  The Carlyle Group, one of the world’s largest private equity firms, has made a minority investment in Avalon Advisors, a Houston-based wealth advisor and asset manager with nearly $4 billion in assets under management.

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  Private Equity Firm Buys Indy BD First Allied

  By Joyce Hanson, AdvisorOne  |  August 23, 2011

  Independent broker-dealer First Allied announced that it has joined in an acquisition deal with private equity firm Lovell Minnick Partners, allowing the BD and Lovell to buy First Allied from parent Advanced Equities.

• Upgrades

  By Staff Writer  |  July 1, 2008

  Advanced Equities Financial Corp. launched Venture Gateway (www.venturegateway.com), a Web portal that connects institutional and other high-net-worth investors with late-stage private equity opportunities. The portal...

• Advanced Equities, First Allied Announce String of New Hires

  By Janet Levaux, AdvisorOne  |  May 1, 2008

  Frank L. Campanale has been tapped as chairman and CEO of Advanced Equities Financial Corporation's wealth-management division. This hire, and others at independent brokerage unit...

• Aligning With Their Reps

  By James J. Green, AdvisorOne  |  June 1, 2007

  "The best way to grow our business is to help our advisors grow theirs," says Joel Marks, referring to the reps of Advanced Equities Financial...

• THE GLUCK REPORT, Part II: Broker/Dealer Tech Report

  By Staff Writer  |  September 1, 2005

  Which independent B/Ds are leading the way in technology? How does your B/D stack up? It's probably tough for most reps to know. For the...