JERSEY CITY, N.J., Sept. 28, 2017 /PRNewswire/ -- Royal Alliance Associates (Royal Alliance), a broker-dealer representing more than 1,800 advisors across the country, today announced that New Jersey-based wealth management firm, Key Group Management, selected Royal Alliance as its broker-dealer. This recruitment marks 83 registered representatives who have joined Royal Alliance this year and 295 advisors who have joined Advisor Group firms.
Founded in 1996, Key Group Management is a registered investment adviser with more than $350 million in total client assets that provides financial planning, investment management, income tax planning, estate planning, insurance and risk management services. The firm, headquartered in New Jersey, also has offices in Westwood, MA and Scottsdale, AZ.
"One of the most important aspects in choosing a broker-dealer is to find one whose culture and values align with your own. Since day one at Key Group, we have operated around putting our clients first, focusing on building strong relationships above all else – Royal Alliance shares these values and has a dedicated client-first culture," said Colin Heafy, Vice President and Principal at Key Group Management. "We are thrilled to join Royal and take advantage of the technology, compliance and customer service support that will make a tremendously positive impact to our business model."
Supported by Advisor Group, one of the nation's largest broker-dealer organizations, Royal Alliance provides independent advisors a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems – all of which can be fully adopted or integrated into an advisor's existing platform for an easy transition. Through Royal Alliance, advisors also have access to dedicated field support, extensive investment solutions, and the choice of a custody/clearing option that best suits their needs.
"We are extremely pleased to welcome Key Group to Royal Alliance," said Dmitry Goldin, President and CEO of Royal Alliance. "As they continue to grow and develop their deep bench of wealth management tools and services, we look forward to supporting Key Group's advisors as partner and advocate."
In addition to the resources provided through its broker-dealer platform, Royal Alliance is committed to ensuring its advisors have the opportunity to maximize their firms' value through continued education. On October 19th – 22nd in Orlando, FL, Advisor Group will host ConnectED, the annual conference designed for advisors to fulfill continuing education requirements, develop their business strategy, and network with other successful independent financial advisors.
For media inquiries regarding this announcement or to learn more about ConnectED, contact: advisorgroup@ficommpartners.com
About Key Group Management
Ramsey, New Jersey-based Key Group Management was established in 1995 by Villanova graduates and friends Patrick Murray, ChFC, and Colin Heafy. Striving for a high level of personalization, Key Group Management provides financial planning, investment management, insurance and estate planning services to clients in a customizable and tailored approach. For more information, visit http://www.keygroupwealth.com/index.html.
About Royal Alliance Associates, Inc.
Royal Alliance Associates, Inc. is part of one of the nation's largest broker-dealer organizations and a Registered Investment Advisor, member FINRA and SIPC. Royal Alliance is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has more than 1,800 affiliated independent financial advisors and is headquartered in Jersey City. Royal Alliance was founded in 1969 and employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit www.royalalliance.com
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $180 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
SOURCE Advisor Group Inc.