An office of supervisory jurisdiction for Securian Financial Services that manages $203 million in assets has left the firm and affiliated with SagePoint Financial, an Advisor Group broker-dealer.
The 16-representative team led by Brian Falconer operates as Wealth Management Resource Group and is based in Braintree, Massachusetts. Falconer began his career in 1999 as a financial services representative for New England Financial.
"Wealth Management Resource Group has built its reputation on delivering high value to entrepreneurial advisers seeking a peerless support system and remains committed to coaching advisors to be the best as they take their business to the next level in partnership with our talented team," Falconer said in a statement.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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