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Deals Of The Day: The Latest In Wealth Management M&A – Advisor Group

Editorial Staff August 23, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Advisor Group

The latest corporate deals, transactions and acquisitions in the North American wealth management industry.

Advisor Group, a US network of wealth management firms, has recruited a $203 million AuM firm, based in Massachusetts, to its embrace.

Joining Advisor Group is Wealth Management Resource Group, which previously worked with Securian Financial Services. The business is led by Brian Falconer and a team of 16 registered representatives joining its platform. 

Falconer, based in Braintree, Massachusetts, is joining Advisor Group through member firm SagePoint Financial. (SagePoint Financial, an independent broker-dealer, is supported by the Advisor Group network.) Falconer began his career as a financial services representative for New England Financial, where he served in leadership positions of increasing responsibility. 

Advisor Group's network of firms also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.

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