Advisor Group Touts Plans at Confab
The Advisor Group’s three broker-dealers had strong results in 2011, according to President and CEO Larry Roth.
Advisor Group Boosts ’12 Recruiting, Acquisition Target at Confab
Hybrid advisors are another focus of the organization, which includes Royal Alliance, FSC and SagePoint.
Advisor Group Picks Junxure to Provide CRM Integration for BD
Deal will allow sharing of client data between Vision2020 platform at three BDs in Advisor Group and Junxure CRM application.
Advisor Group Indie BD Network to Roll Out Salesforce.com CRM
The Advisor Group technology launch brings Salesforce Sales Cloud, Service Cloud and Chatter to nearly 5,000 advisors from FSC, Royal Alliance and SagePoint.