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.
Americans with life insurance coverage are far more likely to feel assured of their loved ones' future, though myths and misconceptions still hold many back from getting coverage.
Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.
Poll of 1,500 retirement plan investors finds 45% interested in private equity and private debt, with more than three-quarters saying they'd ramp up contributions as a result.
Most firms place a limit on advisors’ sales of alternative investments to clients in the neighborhood of 10% a customer’s net worth.
Those jumping ship include women advisors and breakaways.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
