An office of supervisory jurisdiction for Securian Financial Services that manages $203 million in assets has left the firm and affiliated with SagePoint Financial, an Advisor Group broker-dealer.
The 16-representative team led by Brian Falconer operates as Wealth Management Resource Group and is based in Braintree, Massachusetts. Falconer began his career in 1999 as a financial services representative for New England Financial.
"Wealth Management Resource Group has built its reputation on delivering high value to entrepreneurial advisers seeking a peerless support system and remains committed to coaching advisors to be the best as they take their business to the next level in partnership with our talented team," Falconer said in a statement.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.