Articles tagged "AIG Advisor Group"


Valerie Brown: AIG products don't and won't get special treatment.

Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly
The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

Tuesday 1.26.16
Valerie Brown was Donald Marron's ace in making a silk purse out of a Cetera.

Sources: Lightyear Capital is set to snap up AIG -- and perhaps install Valerie Brown as its leader
Heads of SagePoint, FSC, Royal Alliance and Woodbury are in New York, perhaps hashing out details of their new life under Donald Marron's private equity unit

Wednesday 12.16.15
Allison Couch went home to AIG without much to say about it.

As a second woman executive exits Cetera, a third one gets a bigger title
Allison Couch heads back to AIG and Erinn Ford gets a presidency on the heels of Valerie Brown's departure

Tuesday 5.20.14
Libby Cherrington (right) and Krista Dunton have two kids and have been married almost five years.

How Morgan Stanley and a lesbian super-producer came to grief in South Carolina and why she alleges bias
The wirehouse's response: Libby Cherrington is using the gay issue to distract from a $6.7 million loan that has gone unpaid by the AIG rep

Tuesday 4.15.14
Larry Roth's proposed purchase proves that AIG's Advisor Group is finally playing offense after the 2008 meltdown of its parent organization.

Press report: AIG pays in the ballpark of $115 million -- or $82,000 per rep -- for Woodbury
The low price-per-rep may reflect the fact that few of Woodbury's advisors are high-end producers with sophisticated clients, one analyst says

Wednesday 8.1.12
Larry Roth: We're attracting more interest and more advisors [than at any time] since I've been in the business. It's not luck. It is our size, scale and platform.

Larry Roth has AIG playing offense again in the advisor game
The CEO is looking for big acqusitions and ways to compete for big RIAs

Friday 7.22.11
Bruce Levitus is betting that a $2 million first-year hit will pay off in gains longer term.

AIG's Advisor Group introduces a 100%-payout for big RIAs as part of a massive revamp of its fee-based platform
The company is seeking to address the issue of having 65% of its advisors still managing assets themselves rather than using managers

Thursday 6.9.11
Wayne Winthrow: A philosophical shift.

After AIG presses for new deal, SEI unbundles TAMP offerings
The arrangement between the companies had endured a multi-year "dormancy"

Monday 5.23.11
Jim Warren: I promised Art [Tambaro] I would seek out reasons to stay as opposed to reasons for leaving

Why a Royal Alliance champion gave up the cause after AIG made changes
Jim Warren made personal pleas to Art Tambaro but a small IBD nabbed his RIA

Monday 12.7.09

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