News

Advisor Group Adds $800M AUM Ironbridge Wealth Counsel

IronBridge, which has offices in Austin, Texas, West Palm Beach, Fla., Scottsdale, Ariz., Farmington, N.M., Windsor, Conn., Chicago and Salt Lake City, joins the Advisor Group network through its partner SagePoint Financial.

Advisor Group Welcomes Brett Straub CFP® And Stephanie Wade To Its Platform With Over $120 Million In Assets

Advisor Group announced the successful affiliation to its network of Brett Straub and Stephanie Wade, independent financial advisors with more than $120 million in total client assets, from Principal Securities. Mr. Straub and Mrs. Wade, of Straub Group Advantage, based in Haddon Heights, NJ, join Advisor Group through member firm SagePoint Financial Services, headquartered in Phoenix, AZ, and the Las Vegas, NV-based The AmeriFlex Group under founder and CEO, Tom Goodson.

Which Fee-Only Advisor Model Is the Best Route?

President and CEO Desiree Sii shared her perspective on advisory trends at the Financial Services Institute’s OneVoice 2021 conference in Orlando, Florida.

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