Articles tagged "Woodbury Financial Services"
Capital One flunks 'RIA' bid with stunning rapidity but gets an A for 'failing fast'
The McClean, Va.-based credit card company bought advisory firms, put a head-hunted Wells Fargo big shot in charge, hit the $10-billion mark -- then got the hell out
April 18, 2018 at 8:56 PM
Valerie Brown finds her CEO in UBS ex-prez Jamie Price off the obvious radar screen
In search effort the Advisor Group executive chair looked past kiss of death on the Price résumé and saw the digression off the corporate path as a positive
November 16, 2016 at 12:17 AM
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
Is Hartford Financial's market exit a death knell for the annuity crowd or just more Hartford haplessness?
SunAmerica, John Hancock and Hartford are all in retreat mode but trade groups say aggregated industry sales are still solid