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Advisor Group Scoops Up American Portfolios

The broker/dealer network has announced its second acquisition in as many months, adding 850 advisors and nearly $40 billion in assets.

United statesLont dolberNathan lewisMilton berlinskiJamie priceAmerican portfolios is advisor groupAmerican portfolios financial servicesAdvisor groupGoldman sachsInfinex financial holdingsWhile advisor groupAmerican portfoliosAmerican portfolioPresident lonIndustry awardFirst financial

LPL Begins to Onboard CUNA Mutual s Wealth Business

LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected to onboard over the next several months.

Tim kehrerShawn mihalBrokerage servicesWaddell reed incAdvisor groupCuna mutual groupInstitution business strategy departmentInfinex financial holdingsKehrer bielan research consultingRob comfortReed incFreed financialInstitution business strategyKehrer bielan research

Advisor Group Acquires Financial Institution-Focused B/D Infinex

The deal brings Advisor Group considerable scale in the financial institution market and a more dedicated channel for those advisors.

United statesTim kehrerKenneth kehrerShawn mihalGreg cornickWaddell reed incAdvisor groupMutual groupInstitution business strategy departmentInfinex financial holdingsWhile advisor groupKehrer bielan research consultingSecurities americaKehrer bielan researchReed incFreed financial

Advisor Group Acquires Infinex

Infinex is a broker-dealer focused on serving the investment management needs of financial institutions.

Jamie priceAdvisor groupInfinex financial holdingsInfinex financial

Advisor Group to acquire $30B Infinex | Financial Planning

A giant wealth manager is expanding its reach in a rapidly consolidating channel of the industry that simultaneously needs to hire a lot more financial advisors.

United statesGreg cornickStephen amaranteAdvisor groupLadenburg thalmannPeople united bankInfinex financial holdingsUnited bankSecurities americaAdvisor group presidentWealth management gregConnecticut based infinexHistorically black collegesPresident robIndustry newsM amp a

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