I’m writing today with an important update on the future of Infinex Financial Holdings, Inc. As part of our commitment to serving your interests and positioning all of you for maximum future growth and success, Infinex has entered into a definitive agreement to join Advisor Group, Inc.
This news will be shared through the media shortly, and you can read the press release here.
The decision to partner with Advisor Group was not one I took lightly. As you may know, we’ve had many offers over the years, but chose not to pursue those opportunities because we felt they did not serve you, our valued clients. In Advisor Group, we found a partner who is committed to you and your business in the same way we are, with a culture and mission that aligns with ours.
With this partnership, Infinex will continue to operate just as we do today, under our own distinct brand, leadership team, and unique operating model, but will have the scale and resources of one of the largest broker-dealer networks in the country behind us.
With this partnership, you will continue to work with us just as you always have and there will be no transition or repapering for your clients required.
Advisor Group currently serves approximately 9,700 financial professionals under six independent wealth management firms. Infinex will become the seventh, and, over time, we will seek to tailor and expand some of the many resources and solutions Advisor Group offers to you and your clients.
I am excited to join Advisor Group’s Executive Leadership Team, and to share my expertise in the institutional space while continuing to serve as an advocate for you and your business.
Both Advisor Group and Infinex are focused on ensuring a seamless experience with high service levels and minimal impact for you and your clients. As we progress with this transaction, we will provide you with the resources you need to facilitate valuable conversations with your clients.
Jamie Price, Advisor Group President and CEO, wanted to welcome you himself and share some details on Advisor Group. His note and helpful FAQs are linked here:
