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Articles tagged "SagePoint Financial"


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Larry Roth's proposed purchase proves that AIG's Advisor Group is finally playing offense after the 2008 meltdown of its parent organization.

Press report: AIG pays in the ballpark of $115 million -- or $82,000 per rep -- for Woodbury

The low price-per-rep may reflect the fact that few of Woodbury's advisors are high-end producers with sophisticated clients, one analyst says

August 1, 2012 at 4:22 AM

Larry Roth: We're attracting more interest and more advisors [than at any time] since I've been in the business. It's not luck. It is our size, scale and platform.

Larry Roth has AIG playing offense again in the advisor game

The CEO is looking for big acqusitions and ways to compete for big RIAs

July 22, 2011 at 1:55 PM

Bruce Levitus is betting that a $2 million first-year hit will pay off in gains longer term.

AIG's Advisor Group introduces a 100%-payout for big RIAs as part of a massive revamp of its fee-based platform

The company is seeking to address the issue of having 65% of its advisors still managing assets themselves rather than using managers

June 9, 2011 at 2:29 PM

Wayne Winthrow: A philosophical shift.

After AIG presses for new deal, SEI unbundles TAMP offerings

The arrangement between the companies had endured a multi-year "dormancy"

May 23, 2011 at 1:51 PM

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