Advisor Group to Acquire Woodbury
Advisor Group, part of the SunAmerica Financial Group, said in late July that it planned to buy Woodbury Financial Services from The Hartford.
Woodbury-Advisor Group Deal: A Recruiter’s Perspective
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.
AIG Advisor Group and Woodbury Upbeat on Retention, Sales After Deal
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.
Larry Roth: The 2012 IA 25 Extended Profile
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.
SagePoint Hires Dee Morgan to Head Recruiting
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.
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 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.
Royal Alliance Top Producer Blasts Joint Conference, Says AIG Lacks Vision
Royal's Meg Green says the AIG-owned Advisor Group is facing dissension within the ranks over plans to hold a joint conference in 2012 for its three broker-dealers.
Advisor Group IBDs to Allow FAs to Use Facebook, LinkedIn & Twitter
FSC, Royal Alliance and SagePoint will now allow advisors to use Facebook, LinkedIn and Twitter.