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March 29, 2024
After passing $7 billion in 2024, ASN has added two teams and another $135 million in assets.
January 12, 2024
At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.
October 21, 2023
Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.
October 19, 2023
/PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nations leading independent RIA firms, today announced it hired next-generation leaders Matt...
September 27, 2023
It's a "where were you" moment in Australian history. On September 26th, 1983 in Newport, Rhode Island, in the United States, Australia 2 won the oldest trophy in world sport, the America's Cup. This week, those responsible for the triumph, celebrated 40 years since one of the nation's most iconic moments.
August 21, 2023
John Longley was named CEO of investment consulting firm SageView Advisory Group, effective Sept. 1.
August 15, 2023
Eurovision stars Voyager will help Fremantle take a sail down memory lane when the city is lit up with drones to mark 40 years since Australia II won the Americaโs Cup.ย
August 15, 2023
As Sageview names a new CEO, the RIA is expanding its focus on wealth management and retirement plan advisory.
August 15, 2023
John Longley, a former Silicon Valley Bank wealth management executive, is joining SageView Advisory Group as its next CEO at a time when the RIA has embarkedโฆ
August 15, 2023
Founder and CEO Randy Long will move into the role of chairman, where he will focus on growth and strategy.