Advisor Group Launches New Brand Strategy

The advisory firm collective is revamping its approach to providing advisers with the “support, partnership, and protection” they seek from a broker-dealer/RIA.

Advisor Group, a collective of advisory firms including SagePoint Financial, FSC Securities Corporation, Woodbury Financial and Royal Alliance, announced the launch of a new brand strategy that “better reflects the group’s dedication to  advisers and providing them with the support, partnership, and protection they seek from a broker-dealer/registered investment adviser.”

According to Advisor Group, the brand strategy is based on a qualitative and quantitative research study conducted by Riedel Strategy that “yielded over 1,000 pages of transcribed interviews and deep insight into today’s adviser experience.”

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“The research made it clear that advisers see themselves facing significant challenges, and that we are indeed at an inflection point in the industry,” observes Advisor Group President and CEO Jamie Price.

He suggests Advisor Group’s new brand recognizes the significant impact financial advisory professionals have on their clients’ lives. The associated campaign is designed to bring this strategy to life by celebrating the “moments” made possible by advisers.

Included in the new branding strategy are a new tagline, “In your corner,” which “describes Advisor Group’s promise of partnership, loyalty, and support,” along with a “new logo that visually depicts the relationship between the adviser and Advisor Group.”

Advisor Group is also implementing a new print advertising campaign and a “refreshed website featuring a new monochromatic color palette deliberately designed to be neutral to allow its four broker-dealers to be in the forefront.”

More information is available at www.advisorgroup.com

Passive Funds Preferred by Investors in December 2016

Overall, funds recorded net redemptions in the month, Strategic Insight data shows.

Long-term mutual funds and exchange-traded products (ETPs) experienced net redemptions of $1.7 billion in December, according to Strategic Insight, parent company of PLANSPONSOR and PLANADVISER.

Active and passive strategies continued to experience divergent trends in net investments. Passive funds led demand with $62.3 billion of inflows (including $45.7 billion to ETPs), while actively managed funds experienced aggregate net redemptions of $64 billion in December.

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Taxable Bond funds experienced the most net deposits among long-term funds at $12.3 billion, a rebound from November’s outflows. Taxable Bond funds experienced net inflows in both passive and active segments, though passive funds brought in $10.0 billion compared to only $2.3 billion for active Taxable Bond funds. Tax-Free Bond funds in December experienced their greatest monthly net redemptions of 2016 at $16.3 billion.

Domestic Equity funds led Equity funds with $8.0 billion in net deposits, while International Equity funds saw outflows of $5.7 billion. Both segments experienced net redemptions for 2016 as a whole. Equity outflows were concentrated among active products ($48.8 billion) while passive Equity funds experienced inflows of $51.1 billion.

Growth & Income, which includes large-capitalization strategies, led inflows among ETPs in December, bringing in $22.4 billion. This represents the highest net inflows of any ETP objective in any month of 2016, surpassing the record total the objective achieved in November.

More about Strategic Insight is at www.sionline.com.

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