M and A
Deals Of The Day: The Latest In Wealth Management M&A – Advisor Group
The latest corporate deals, transactions and acquisitions in the North American wealth management industry.
Advisor Group,
a US network of wealth management firms, has recruited a $203
million AuM firm, based in Massachusetts, to its embrace.
Joining Advisor Group is Wealth Management Resource Group, which
previously worked with Securian Financial Services. The business
is led by Brian Falconer and a team of 16 registered
representatives joining its platform.
Falconer, based in Braintree, Massachusetts, is
joining Advisor Group through member firm SagePoint
Financial. (SagePoint Financial, an independent broker-dealer, is
supported by the Advisor Group network.) Falconer began his
career as a financial services representative for New England
Financial, where he served in leadership positions of increasing
responsibility.
Advisor Group's network of firms also includes FSC Securities,
Royal Alliance Associates, Securities America, Triad Advisors and
Woodbury Financial Services.