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In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.
February 10
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Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.
February 4 -
CEO Jamie Price says the change will reduce potential conflicts of interest related to transaction fees and come with lower prices in wrap accounts.
October 29 -
While CEO Jamie Price says tech capabilities rather than cost savings prompted the decision, he acknowledges the need to win over the reps who are now set to change firms.
May 15 -
Rivals and rating agencies aren’t taking any breaks in the pandemic, and CEO Jamie Price says the new giant IBD network remains on track as well.
April 3 -
Moody’s lowered the giant IBD network’s credit rating with sobering words that could resonate across wealth management.
March 20 -
Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.
January 6 -
The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.
January 6 -
With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.
December 13 -
The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.
November 19
