In THE NEWS

Welcome to the SagePoint Financial media center. We're making headlines as we take business in a new direction. Check out the following news articles to learn more.

Registered Rep

February 1, 2012
The Big Shrink: Independent Broker Dealer Report Card 2012
SagePoint Financial: Making a Comeback

Investment News

January 29, 2012
Jumping on the Salesforce Bandwagon
Advisor Group will roll out the technology to its financial advisers

Advisor One

January 19, 2012
Advisor Group Indie BD Network to Roll Out Salesforce.com CRM
Tech upgrade lets SagePoint advisors connect easily to home office and each other

Reuters

January 13, 2012
SagePoint Adds Adviser Team
SagePoint Financial Inc. has expanded its adviser base in California with the addition of a team managing about $200 million in client assets.

MarketWatch

September 14, 2011
Advisor Group Earns Spot on 2011 InformationWeek 500 List of Top Technology Innovators across America
The Network's VISION2020 Advisor Portal Recognized for Innovation and Technological Excellence

Investment News

July 18, 2011
Boomers regain some optimism about retirement
SagePoint Financial will kick off an initiative to encourage advisers to begin talking to clients from a lifestyle perspective rather than a financial perspective.

Market Watch

July 15, 2011
Broker's World: Adviser Movement
With many independent broker-dealers struggling to survive, SagePoint Financial is recruiting a lot of advisers from this channel, the company's president and CEO Jeff Auld tells Dow Jones' Jennifer Hoyt Cummings.

Registered Rep

July 13th, 2011
Lunch with an IBD Leader
I was honored to sit down for lunch today with SagePoint Financial's Jeff Auld, president and CEO of the independent broker/dealer that has been on the acquisition trail lately.

Investment News

July 10, 2011
Private-equity funds seek indie B-Ds
Parthenon Capital Partners' pending acquisition of H.D. Vest Financial Services shows that private-equity funds are still interested in the independent-broker-dealer industry, despite its notoriously thin margins and increasing compliance costs.

Investment News

July 8, 2011
SagePoint Financial back on offense with Spectrum Capital purchase
Acquires Omaha, Neb.-based broker-dealer with 25 reps, advisers