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By Joyce Hanson, AdvisorOne |
May 7, 2013
The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.
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By Janet Levaux, AdvisorOne |
December 3, 2012
The combined IBD will have roughly 6,000 advisors with some $125 billion in assets.
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By Janet Levaux, AdvisorOne |
November 21, 2012
The independent broker-dealer in Advisor Group says it is reaching out to teams focused on aggressively growing their practices; grabs one big VA group from LPL; another from NPC.
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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 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 |
July 31, 2012
The wait is over. AIG and The Hartford announced Tuesday evening that the insurance giants had signed a definitive agreement to make Woodbury Financial Services part of AIG’s Advisor Group
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By James J. Green, AdvisorOne |
April 4, 2012
CEO Patrick McEvoy suggests the increase in average production will make Woodbury a more attractive buy.
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By John Sullivan, AdvisorOne |
March 22, 2012
“It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.
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By John Sullivan, AdvisorOne, James J. Green, AdvisorOne |
September 8, 2011
The four men who won Investment Advisor's Broker-Dealer of the Year honors were asked to reflect on this solemn 10th anniversary of the Sept. 11, 2001, attacks.
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By Staff Writer |
September 1, 2009
Woodbury Financial Services Chairman and CEO Brian Murphy Candid quote from a Woodbury rep: This is my fourth B/D, and the first I've been with that had all...