Recent events
Recent events tied to this brand in public sources.
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2021
Susan Theder departs Advisor Group
Susan Theder is leaving her role as chief marketing officer at Advisor Group after five years; the article says Friday will be her last day but does not establish a calendar date for that departure.
2021
Five wealth management practices join Advisor Group and SagePoint Financial
Advisor Group announced that five independent wealth management firms, collectively overseeing $331 million in client assets, had joined its network through SagePoint Financial.
2021
Ambassador Wealth Management joins Advisor Group network
Advisor Group announced that Warrenville, Illinois-based Ambassador Wealth Management joined its network through subsidiary Woodbury Financial Services and affiliated with Northpoint Financial Group.
2020
Advisor Group announces redesigned UMA platform
Advisor Group announced the rollout of a redesigned unified managed account platform, available to financial professionals affiliated with its broker-dealer network. The redesign includes investment-management tools and reduced account minimums.
2020
Advisor Group rolls out eQuipt Dashboard
Advisor Group announced the rollout of its new eQuipt Dashboard, an enhancement to its digital client onboarding and account management platform with features designed to help financial professionals manage Regulation Best Interest compliance digitally.
2020
Advisor Group completes merger with Ladenburg Thalmann
Advisor Group announced that it had completed its merger agreement with Ladenburg Thalmann Financial Services. The combined company encompassed about 11,300 financial advisors and more than $450 billion in client assets.
2019
Advisor Group agrees to acquire Ladenburg Thalmann
Advisor Group announced a cash-merger deal to acquire Ladenburg Thalmann and its five broker/dealers for a total deal value of $1.3 billion.