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With the DOL rule dead, 'the door is open' and Reverence Capital buys Advisor Group, which unites AIG's old annuity salesforce and Voya's rebranded annuity factory

Reverence Capital, which also holds big stakes in Russell Investments and USAA mutual funds. jumps at chance to own a 7,000-person sales force

Author Brooke Southall May 10, 2019 at 3:00 AM
1 Comment
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Milton Berlinski is bringing 26 years of Goldman Sachs experience to creating a national mass affluent company.

Advisor Group




Victory Capital Management


Milton Berlinski


Reverence Capital

For what it’s worth

For what it’s worth

May 15, 2019 — 8:08 PM
Advisor Group never sold that much AIG annuities. Cross selling AIG products was pretty much a failure. Also stock and insurance brokers? Did Ms Brown really characterize financial advisors in that manner?

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