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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

Author Brooke Southall August 1, 2012 at 4:22 AM
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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.

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Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.

October 29, 2022 at 12:02 AM

Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames

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Mentioned in this article:

Tiburon Strategic Advisors
Asset Manager for RIAs
Top Executive: Charles Roame

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

SagePoint Financial
RIA-Friendly Broker-Dealer
Top Executive: Jeff Auld

FSC Securities Corporation
RIA-Friendly Broker-Dealer
Top Executive: Jerry Murphy

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks




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