First Allied Securities Inc

Type: Company
Name: First Allied Securities Inc
First reported Aug 28 2014 - Updated Aug 28 2014 - 1 reports

Aequitas Capital Launches New Unit To Invest In RIAs

Aequitas Capital has launched a new business unit, Aequitas Capital Partners (ACP), to provide growth capital -- both equity and debt -- for RIA firms. Launched in late July, ACP has already made investments in several billion-dollar RIA firms, including ... [Published Financial Advisor Magazine - Aug 28 2014]
First reported Aug 26 2014 - Updated Aug 26 2014 - 1 reports

The Evolution of RCAP

Nicholas Schorsch, executive chairman of RCS Capital (RCAP), made his initial foray into the independent broker/dealer space with his purchase of First Allied Securities and The Legend Group, with 1,500 advisors. But since then, Schorsch has been on an ... [Published WealthManagement.com - Aug 26 2014]
First reported Aug 21 2014 - Updated Aug 21 2014 - 1 reports

New Hire Roundup: American College Names Johnson President and CEO

The American College has named a new CEO.This week in personnel announcements and new hires, Robert Johnson was named president and CEO of the American College; Cris Alvarez joined Cambridge Investment Research; Timothy Langbein joined the Private Client ... [Published AdvisorOne - Aug 21 2014]
First reported Aug 14 2014 - Updated Aug 14 2014 - 5 reports

RCS Capital Scoops Up Another Broker/Dealer

--- RCSCapital Corporation (RCAP) has entered into an agreement to purchaseindependent broker/dealer Girard Securities, Inc., further expanding the RCAPadvisory network’s major 2014 growth. ---The firm says it also recently entered an agreement topurchase ... [Published Plan Adviser - Aug 14 2014]
First reported Aug 14 2014 - Updated Aug 14 2014 - 1 reports

New Vice President of Business Strategy Joins Cambridge

Cambridge Investment Research, Inc. (Cambridge) announced Cris Alvarezhas joined the firm as Vice President of Business Strategy. This newlycreated position will assist Senior Vice President of Business Strategy,Jeff Vivacqua, in providing strategic leadership ... [Published Tamar Securities - Aug 14 2014]
First reported Aug 12 2014 - Updated Aug 13 2014 - 2 reports

Cetera Launches Wealth Management Event

Cetera Financial Group launched its fifth annual Wealth Management University event in Las Vegas this morning with almost 200 advisors attending. The invitation-only conference is likely to undergo several evolutionary changes in the next year as Cetera ... [Published Financial Advisor Magazine - Aug 13 2014]
First reported Aug 07 2014 - Updated Aug 07 2014 - 1 reports

RCAP Scores A $13.2 Billion Firm

RCS Capital Corporation , a New York-based broker-dealer known by its ticker symbol RCAP, continues to amass assets and advisors. Wednesday it announced it is purchasing VSR Group Inc., a $12.3 billion Overland Park, Kan., advisory firm.RCAP already has ... [Published Financial Advisor Magazine - Aug 07 2014]
First reported Aug 06 2014 - Updated Aug 06 2014 - 1 reports

Albridge opts for Morningstar data to beef up reporting

Albridge, an affiliate of Pershing, a BNY Mellon company, is set to enhance its asset allocation reporting with the integration of Morningstar data, providing greater depth and breadth of analytics and reporting for advisors and investors. The new capability ... [Published FTSE Global Markets - Aug 06 2014]
First reported Aug 05 2014 - Updated Aug 05 2014 - 1 reports

FSI Taps Cetera, First Allied Exec as Vice Chairman

Adam Antoniades, vice chairman of FSI's board.The Financial Services Institute , an industry group of independent advisors and broker-dealers, said Tuesday that Cetera Financial Group President Adam Antoniades is now vice chairman of its board of directors. ... [Published AdvisorOne - Aug 05 2014]
First reported Jul 28 2014 - Updated Jul 28 2014 - 1 reports

Concerned About Retirement? Get Questions Answered

12:18 28, 2014Stock (Photo: Stock)GREENSBORO, N.C. -- A panel of certified financial planners will be in the WFMY News 2 Information Center Tuesday to answer viewers' questions about retirement planning.The retirement help line will run from 6 a.m. to ... [Published WFMY News 2 - Jul 28 2014]
First reported Jun 19 2014 - Updated Jun 19 2014 - 1 reports

First Allied Securities Launches Pentameter™, A Leading-Edge Practice Management Portal And Business Consulting Process

SAN DIEGO, June 19, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced the launch of its new Pentameter™ ... [Published Business Technology - Jun 19 2014]
First reported May 08 2014 - Updated May 08 2014 - 1 reports

First Allied Securities Announces Appointment of Kevin Keefe as President, Reporting to Adam Antoniades, CEO of First Allied Holdings, Inc.

SAN DIEGOAs a new member of the executive team, Mr. Keefe will report directly to Adam AntoniadesMr. Keefe, 46, joins First Allied from Advisor Group, the independent broker/dealer network of AIG, where he was Executive Vice President and head of Wealth ... [Published PR Newswire - May 08 2014]

Quotes

"This transaction represents another successful step in solidifying RCAP as a leading independent retail advice platform,” RCAP President Michael Weil explained in a statement."
The deal, coupled with the VSR acquisition, "further demonstrates our commitment to capitalize on external growth opportunities" Weil added
Susie Woltman Tietjen , Mr. Woltman's daughter and the current Chairman of the Board of Directors and Chief Executive Officer of Girard, commented, "We are excited about joining RCAP's family of independent broker-dealers and contributing to the growth of one of the industry's premier independent broker-dealer platform.  We believe RCAP's commitment to maintaining the separate identity and culture of Girard was one of the most attractive aspects of this combination. This transaction will allow Girard to leverage the resources of what we believe to be one of the industry's fastest growing and most innovative firms. Moreover, we expect this union will result in the realization of our shared vision of providing greater opportunities for our advisors and a more diverse service offering to their retail clients."
...Steve Dunlap, Executive Vice President, Wealth Management, Cetera Financial Group, said, "Providing exceptional opportunities for ongoing education is a cornerstone of Cetera Financial Group's commitment to its advisors. Each year, Wealth Management University gathers an enormous amount of industry talent and knowledge in one venue and provides an inspiring, hands-on experience. No matter what level of expertise they have achieved, we help advisors round out their professional skills so they can offer their clients the very best in wealth management advisory capabilities. It also provides a valuable setting to better acquaint our advisors with the full range of resources Cetera Financial Group makes available."

More Content

All (29) | News (27) | Reports (0) | Blogs (1) | Audio/Video (0) | Fact Sheets (0) | Press Releases (1)
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Aequitas Capital Launches New Unit To Invest In... [Published Financial Advisor Magazine - Aug 28 2014]
The Evolution of RCAP [Published WealthManagement.com - Aug 26 2014]
New Hire Roundup: American College Names Johnso... [Published AdvisorOne - Aug 21 2014]
RCS Capital Scoops Up Another Broker/Dealer [Published Plan Adviser - Aug 14 2014]
Schorsch's RCAP Buys Girard, Nears 10,000 FAs [Published AdvisorOne - Aug 14 2014]
Schorsch Reels In Another IDB [Published Bank Investment Consultant - Aug 14 2014]
Schorsch pick up yet another mid-sized IBD [Published Investment News - Aug 14 2014]
New Vice President of Business Strategy Joins C... [Published Tamar Securities - Aug 14 2014]
RCS Capital Announces Agreement to Acquire Gira... [Published Stock Nod - Aug 14 2014]
RCS Capital Announces Agreement to Acquire Gira... [Published CW 50 Detroit - Aug 14 2014]
Cetera Launches Wealth Management Event [Published Financial Advisor Magazine - Aug 13 2014]
Cetera Financial Group Kicks Off Annual Wealth ... [Published TickerTech.com - Aug 13 2014]
Integration of Schorsch BD empire gets underway [Published Investment News - Aug 12 2014]
Schorsch's RCS Rebrands IBD Unit, Stays With Pe... [Published AdvisorOne - Aug 12 2014]
Cetera Financial Group Announces New Strategic ... [Published Barchart - Aug 12 2014]
RCAP, Pershing locked in negotiations over clea... [Published Investment News - Aug 10 2014]
RCS Capital's (RCAP) CEO Bill Kahane on Q2 2014... [Published Seeking Alpha - Aug 09 2014]
RCS Capital Buys Another IBD, Reports Q2 Results [Published AdvisorOne - Aug 07 2014]
RCAP Scores A $13.2 Billion Firm [Published Financial Advisor Magazine - Aug 07 2014]
RCS Capital Announces Agreement to Acquire VSR ... [Published The CW44 Tampa Bay - Aug 06 2014]
Albridge opts for Morningstar data to beef up r... [Published FTSE Global Markets - Aug 06 2014]
FSI Taps Cetera, First Allied Exec as Vice Chai... [Published AdvisorOne - Aug 05 2014]
Albridge Announces Asset Allocation Reporting E... [Published TickerTech.com - Aug 05 2014]
Derek Bruton joins forces with Ray Lucia Jr. in... [Published RIABiz - Jul 31 2014]
Concerned About Retirement? Get Questions Answered [Published WFMY News 2 - Jul 28 2014]
First Allied Securities Launches Pentameter™, A... [Published Business Technology - Jun 19 2014]
First Allied Securities Announces Appointment o... [Published PR Newswire - May 08 2014]
First Allied Securities Celebrates Women's Hist... [Published PR Newswire: General Business - Mar 27 2014]
First Allied Securities Announces Suite Of Enha... [Published PR Newswire - Dec 05 2013]
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First Allied Securities Celebrates Women's Hist... [Published PR Newswire: General Business - Mar 27 2014]
SAN DIEGO, March 27, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced that the initial rollout ...
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Press Releases

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First Allied Securities Announces Suite Of Enha... [Published PR Newswire - Dec 05 2013]
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