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Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets - Vimarsana News

Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets

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

Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets - Vimarsana News

Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets

Share this article Share this article PHOENIX, May 11, 2021 /PRNewswire/ -- Advisor Group, the nation's 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 firm Triad Advisors for brokerage services. They have also affiliated with Triad Hybrid Solutions, o...

Advisor Group Announces Recruitment Of Ambassador Wealth Management, Chicago-Area Practice With Assets Totaling $257 Million - Vimarsana News

Advisor Group Announces Recruitment Of Ambassador Wealth Management, Chicago-Area Practice With Assets Totaling $257 Million

Share this article Share this article 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 Gro...

In face of pandemic, IBDs proved resilient in 2020 - Vimarsana News

In face of pandemic, IBDs proved resilient in 2020

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 b...

Advisor Group Welcomes Two Pennsylvania-Based Wealth Management Practices With Total Assets Of $323 Million To Its Platform - Vimarsana News

Advisor Group Welcomes Two Pennsylvania-Based Wealth Management Practices With Total Assets Of $323 Million To Its Platform

Share this article Share this article 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 register...