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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
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Milton Berlinski is bringing 26 years of Goldman Sachs experience to creating a national mass affluent company.

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?

Related Moves

After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity

The Dynasty veteran is key man in Jamie Price effort to take Advsior Group and finally streamline and up-RIA it for a new era.

June 6, 2023 at 1:46 AM


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