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Financial Advisor
January 2011
Bruce W. Fraser |
Crafting A Comeback With new leadership at its parent AIG, Advisor Group's trio of broker-dealers venture forth on the road to recovery.   |
Financial Planning
November 1, 2010
Paul Menchaca |
Turning the Page The extent to which the AIG brand is tainted remains unknown. Is it permanently damaged, or will Americans eventually forgive, if not forget? Are advisors still wary of the AIG affiliation? |
Financial Planning
October 1, 2009
Paul Menchaca |
AIG Advisor Group: They're Back Larry Roth maintains that a large, diversified insurance-based financial services company remains a great environment in which to grow a broker-dealer. |
Financial Planning
October 1, 2008
Marion Asnes |
AIG Speaks Out An exclusive interview with the team at the top of AIG Advisor Group. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
On the Job Mitch Waters has joined AXA Distributors in New York as national sales manager... The AIG Advisor Group in New York has tapped Larry Roth as the broker-dealer unit's chief executive officer... etc. |
Registered Rep.
March 6, 2012
Diana Britton |
Advisor Group Looking to Buy Mid-Sized B/Ds, Large OSJs AIG Advisor Group is in talks with a few mid-sized broker/dealers and larger offices of supervisory jurisdiction, and hopes to make one or more acquisitions in the near future. |
Registered Rep.
April 1, 2009
Halah Touryalai |
No Buyers--Still--For AIG-owned B/Ds AIG announced its plan to sell its independent broker/dealers back around October 2008. Six months later, nothing has changed except that reps we spoke to are even more frustrated. Some say they are ready to bolt. |
Registered Rep.
August 23, 2009
Halah Touryalai |
AIG Advisor Group NOT For Sale, New CEO Says After almost a year of looking for the right buyer, AIG's broker/dealer reps were told that they would not be sold. |
Investment Advisor
March 2010
Robert F. Keane |
Retirement Specialist Heading up Rehmann Financial's retirement services group lets Gerald Wernette make an often-unheralded difference in thousands of lives. |
Investment Advisor
October 2008
Mark Tibergien |
The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox. |
Financial Advisor
November 2011
Jerilyn Klein Bier |
Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies. |
Financial Advisor
June 2012
Karen DeMasters |
Succession Survival Guide Advisors plan for their clients' futures but often ignore their own. |
Investment Advisor
March 2010
Robert F. Keane |
About the Advisor A short biography of Gerald Wernette, Principal and Director, Retirement Plan Services, Rehmann Financial. |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
Financial Planning
April 1, 2013
Ann Marsh |
Succeed With Small Business Clients It takes a team to serve small business clients - so make sure you know how to be a strong quarterback. |
The Motley Fool
November 7, 2006
Dan Caplinger |
When Your Advisor Quits Facing the retirement of a trusted financial advisor can be traumatic. By remaining objective and cautious during your transition to a new advisor, you can take steps to ensure that you will continue to receive the good advice you've come to expect. |
Financial Planning
April 1, 2013
Scott Wenger |
Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value |
