Page 5 - Greg Cornick News Today

/PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the successful recruitment to its network...

Share this article Share this article PHOENIX, May 11, 2021 /PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the successful recruitment to its network of Tor and Tyler Saile, a father-and-son hybrid wealth management practice with offices in Scottsdale, Ariz., and Barrington, Ill., that oversees $150 million in total client assets. Both financial professionals have joined Advisor Group through its subsidiary and network member f...

Share this article Share this article PHOENIX, April 28, 2021 /PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the successful recruitment to its network of Warrenville, Ill.-based Ambassador Wealth Management, a multi-service wealth management practice that oversees $257 million in total client assets. Ambassador Wealth Management has joined Advisor Group through its subsidiary and network member firm Woodbury Financial Services...

In face of pandemic, IBDs proved resilient in 2020 Last year, the 25 largest independent broker-dealers reported $26.6 billion in revenue, an increase of 4.3% from 2019. Although financial results were far from spectacular, growth at leading IBDs last year was resilient in the face of the Covid-19 pandemic and the havoc it caused for the broader stock market. April 26, 2021 2020 was anything but a typical year for the industry, particularly for service-focused businesses like independent broker...

Share this article Share this article PHOENIX, April 20, 2021 /PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the successful recruitment to its network of GL Capital and East Coast Advisory, wealth management practices based in Pennsylvania that collectively oversee $323 million in total client assets. Both wealth management practices have joined Advisor Group through its subsidiary and network member firm Triad Advisors for br...

Advisor Group Welcomes New Mexico Wealth Management Practice with $583 Million in Assets to its Platform Charles Stephen Joins Advisor Group through Subsidiary SagePoint Financial and Super-OSJ AmeriFlex Financial Services News provided by Share this article Share this article PHOENIX, April 7, 2021 /PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the successful recruitment to its network of Charles Stephen, an Albuquerque, N.M....

Advisor Group Welcomes Three Financial Professionals With Assets Totaling $120 Million To Its Platform Successful Professionals in California and North Carolina Join Advisor Group through its Subsidiary Securities America News provided by Share this article Share this article PHOENIX, March 4, 2021 /PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the successful recruitment to its network of three financial professionals in Cali...

As wealth managers compete for advisors, the firm picked a former one to lead it.

Desireé Sii Named President, CEO of SagePoint Financial She succeeds former CEO Jeff Auld, who recently announced his retirement, and rounds out a trio of female leaders atop the Advisor Group IBD. Jeff Auld, former SagePoint Financial CEO, has handed over the reigns to Desireé Sii. SagePoint, an independent broker/dealer under Advisor Group, announced Sii’s promotion Tuesday.  Sii was, for the last five years, head of business development for SagePoint and now will spearhead the ...

Share this article Share this article PHOENIX, Feb. 8, 2021 /PRNewswire/ -- Advisor Group, the nations largest network of independent wealth management firms, today announced the appointment of Desireé Sii as President and CEO of SagePoint Financial, Inc. ("SagePoint"), effective immediately. Ms. Sii will be based in Phoenix and report to Advisor Groups President, Advice and Wealth Management, Greg Cornick. SagePoints former CEO, Jeff Auld, recently announced his retirement. As SagePoint enter...