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.
LPL Grabs Russo’s Advantage Financial, $2 Billion in Assets From NPC
Russo described the move of 63 advisors to LPL from NPC as a process that Advantage Financial undertook as it created a philosophy reflecting “the strong currents that are sweeping through the industry.”
FSI Doubles FA Membership in One Year. Will They Stay?: FSI OneVoice 2012
FSI’s senior staff and leadership discussed the organization’s strong growth rate, regulatory challenges faced by IBDs and the issues they face when attempting to bring “quality, affordable financial advice to middle America.”
FSI OneVoice 2012: Warning to Regulators From Spider-Man, Other IBD Leaders
At annual confab of independent BD leadership, Jim Nagengast, conference chairman, opened the forum espousing industry unity and warned Washington to not abuse its regulatory power.
FSI Reports Record Attendees for Annual OneVoice Conference
More than 600 registrants and 65 exhibitors already for Jan. 23-25 conference for independent broker-dealer advocacy group.
FSI Elects 2012 Board; Joe Russo Is First-Ever Advisor Named Chair
Joe Russo is the first advisor ever elected chair of the independent BD organization. Larry Roth was elected vice-chair of FSI, and there are now four advisors on the 2012 board.