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.
SunAmerica Reshapes Its Distribution Channels
AIG’s SunAmerica Financial Group unit is reorganizing to consolidate and expand its distribution channels.
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.
The Hartford Breakup: What It Means for Woodbury Reps
“It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.
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.