Littleton, Colorado, June 15, 2022 (GLOBE NEWSWIRE) — The Leaders Group, Inc., an Independent National Broker (IBD) located in Littleton, Colorado, continues to expand its footprint, ranking fourth in revenue growth. IBD’s Global Business in InvestmentNews’ latest annual IBD survey. The company saw its revenue increase by 34.6% from 2020 to 2021, largely thanks to the growth of the stock market in 2021. It’s also in the top 30 of InvestmentNews’ brokers ranked by pre-tax income.
The 2022 ranking marks four consecutive years of recognition as one of the publication’s top IBDs. Data is collected from companies that participated in InvestmentNews’ annual IBD surveys. Investment News is a trusted cross-platform publication and resource for the financial services industry, conducting research and analysis designed to help finance professionals do their jobs more effectively.
“We are delighted with the recent growth ranking of Investment Newssays Sean Wickersham, President of Leaders Group. “The growth we’ve experienced as a company is a direct result not only of our recruiting efforts and market activity, but also of the hard work of our finance professionals.”
With over 25 years of experience serving BGAs, finance professionals and paid advisors in the wealth management industry, The Leaders Group offers enterprise-grade compliance, customer relationship management (CRM) proprietary, diligent product research, customer account management and financial planning. . An industry-leading product line offers a wide range of investment strategies, acting on the company’s goal of giving partners the freedom to serve clients’ best interests and protect the relationships they ‘they previously established with familiar product carriers and sponsors.
“Our growth isn’t just a matter of luck,” says Jane Riley, Chief Compliance Officer of The Leaders Group. “Our goal is to provide extraordinary service, expertise and flexibility to everyone affiliated with us, and this vision is reflected in our growth. . Our finance professionals and product partners confidently recommend The Leaders Group to others in the industry.”
The success of Leaders Group has created a need to expand the administrative support the company provides to its more than 1,500 retail and wholesale representatives. In the second quarter of 2022, the company hired four new employees, bringing its back office staff to 36 members.
New CIO Dan Groves will help reps with technology issues ranging from cybersecurity to software installation.
With so many new representatives joining the company, The Leaders Group has also added new employees to its compliance, compensation and marketing departments. These employees ensure that representatives meet their continuing education requirements, remain compliant with FINRA and SEC regulations, are paid on time, and more.
“The Leaders Group, Inc. has experienced substantial growth over the past decade, and last year was one of our most successful years to date,” said Charles Arnold, Chief Marketing Officer of The Leaders Group. “With a 34% increase in total revenue and a 37% increase in total assets, 2021 has been a phenomenal year from an expansion perspective. We attribute this to our ability to continuously improve the experience of our registered representatives while maintaining our high level of customer service. We look forward to a bright future and will continue to position ourselves to better serve our customers.”
The Leaders Group prides itself on its customer service, providing a smooth and friendly transition process for all representatives who transfer their business to the family broker-dealer.
“Over the past few years, we have experienced incredible growth thanks to the hard work of our registered representatives and the efficiency of our administrative staff,” says Ben Tiller, Chief Financial Officer of The Leaders Group. “We are aiming to grow our staff in 2022 to keep pace with community growth and increased productivity for our representatives while maintaining a high level of service.”
With these new additions to staff, The Leaders Group looks to remain one of the top independent brokers for years to come.
About Investment News
Investment News is the trusted resource for financial advisors. Its cross-platform approach consists of quality content, data and information, served to advisors through its premium, digital, research, personalized and event-driven magazine. Its broad reach includes 1.1 million financial services professionals who influence more than $23 billion in assets under management. Its technology-driven platforms and insights, coupled with the engagement of its readers, have enabled it to provide in-depth coverage and analysis of important topics in the financial advisory industry, ultimately providing its audience with content that empowers them. to do their job better.
About the Leaders Group
Founded in 1994 by the late Dave Wickersham, The Leaders Group, Inc. is an independent national broker and member of FINRA. The Leaders Group’s mission is to provide extraordinary service, expertise and flexibility to our finance professionals, wholesale organizations and industry partners. The company envisions an industry where the complexities of doing business are simplified, and relationships are developed and aligned to provide the highest level of service to customers.
For more information, visit www.leadersgroup.net.
CONTACT: Monica Tall The Leaders Group 720-726-3058 [email protected]