Articles tagged "Advisor Group"
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After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity
The Dynasty veteran is key man in Jamie Price effort to take Advsior Group and finally streamline and up-RIA it for a new era.
June 6, 2023 at 1:46 AM
With the DOL rule dead, 'the door is open' and Reverence Capital buys Advisor Group, which unites AIG's old annuity salesforce and Voya's rebranded annuity factory
Reverence Capital, which also holds big stakes in Russell Investments and USAA mutual funds. jumps at chance to own a 7,000-person sales force
May 10, 2019 at 3:00 AM
Why Valerie Brown is doing 19-whistlestop tour with her new CEO to sell -- ironically -- deep price cuts and a TAMP-for-millennials
The executive chairman and Jamie Price slash bond and ETF trading costs, roll-out robo-turnkey and create so-called NTF platform for brokers
January 11, 2017 at 2:26 AM
Valerie Brown finds her CEO in UBS ex-prez Jamie Price off the obvious radar screen
In search effort the Advisor Group executive chair looked past kiss of death on the Price résumé and saw the digression off the corporate path as a positive
November 16, 2016 at 12:17 AM
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
August 1, 2012 at 4:22 AM
Four news items for RIAs
Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president
