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PHOENIX, April 28, 2021 /PRNewswire/ Advisor Group, the nation s 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. The firm has affiliated with one of Woodbury s leading super-OSJ groups, Northpoint Financial Group. Advisor Group also includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, and Triad Advisors.
Ambassador Wealth Management is led by President and CEO Phil Battin, an industry veteran with nearly three decades of experience. The firm specializes in investment management services, tax services, retirement and estate planning, college funding, defined be
Advisor Group Announces Recruitment Of Ambassador Wealth Management, Chicago-Area Practice With Assets Totaling $257 Million prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
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-dealers.
Covid-19 caused firms to shut down their offices and send staff home to work. Advisers began learning to click the mute button on Zoom. And adviser recruits stopped flying to distant cities to press the flesh with executives trying to convince them to switch firms.
Advisor Group Launches Innovative Business Growth And Next Gen Advisor Programs At Fifth Annual Wealth Management Symposium prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
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PHOENIX, April 20, 2021 /PRNewswire/ Advisor Group, the nation s 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 brokerage services. They will work with Triad Hybrid Solutions, one of Triad s two corporate registered investment advisors (RIAs), to support their fee-based business. The two moves reinforce Triad s longstanding position as the leading destination for independent hybrid practices.