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By Bob Clark, AdvisorOne |
February 27, 2013
Yes, Nally could have called the future "RIA 6.0" instead of "2.0," but he did nail where the advisory profession is now and the challenges it faces to get to the next level.
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By Janet Levaux, AdvisorOne |
September 21, 2012
Delaware Valley Financial is affiliating with LPL Financial's broker-dealer and corporate RIA platform.
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By Janet Levaux, AdvisorOne |
September 18, 2012
The Advisor Group broker-dealer says it attracted the team of Burton and Whittingham thanks to its open culture and IT architecture.
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By Janet Levaux, AdvisorOne |
August 23, 2012
Advisor Group, part of the SunAmerica Financial Group, said in late July that it planned to buy Woodbury Financial Services from The Hartford.
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By Jonathan Henschen, CFS, Henschen & Assoc. |
August 3, 2012
As far as acquisition matches go, the purchase of Woodbury by AIG could turn out to be one of the better retention purchases by the insurance giant.
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By Janet Levaux, AdvisorOne |
August 1, 2012
The AIG group, led by Larry Roth, plans further acquisitions in the independent space; the recently announced deal could add 1,400 reps to the 4,400-advisor firm.
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By John Sullivan, AdvisorOne |
May 28, 2012
It’s almost as if Larry Roth stole Burger King’s “Have it your way” tagline, except it directly affects advisor and client well-being rather than how one might like their fast food.
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By Janet Levaux, AdvisorOne |
April 5, 2012
Morgan joins the organization as senior vice president of recruiting and will lead a team focused on attracting independent, wirehouse and hybrid advisors to the Phoenix-based firm.
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By Janet Levaux, AdvisorOne |
March 26, 2012
The Advisor Group’s three broker-dealers had strong results in 2011, according to President and CEO Larry Roth.
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By Janet Levaux, AdvisorOne |
March 6, 2012
Hybrid advisors are another focus of the organization, which includes Royal Alliance, FSC and SagePoint.