Just five months ago, Advisor Group - one of the largest independent broker-dealer networks and a division of AIG Financial Distributors - made a prominent announcement: Erica McGinnis would be its president and CEO, making her one of the most powerful and prominent women in the planning industry. The insider candidate had served as the company's chief compliance officer; she took over as a brew of trends - from demographic, regulator, competitive and more - have been roiling the business.
The 42-year-old executive spoke with Financial Planning about the broader shifts and her own agenda for change. Below is an edited version of the conversation.
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