July 10, 2007

Hales Announces Acquisition of WFG Capital Advisors LP

January 9, 2007

WFG Capital Advisors Announces that Swett & Crawford has Acquired Oxbridge Insurance Associates, Inc.

September 19, 2006

WFG Capital Advisors Announces New Strategic Alliance with Benefit Advisors Network

August 16, 2006

WFG Capital Advisors & National Underwriter Announce Agency Merger & Acquisition Seminars Scheduled for Fall 2006

April 12, 2006

WFG Capital Advisors Announces that National Penn Capital Advisors, Inc. Acquires RESOURCES for Retirement, Inc.

March 29, 2006

WFG Capital Advisors Announces That Kathy Walker-Eich Has Joined The Firm As Principal.  Addition Greatly Enhances Corporate Finance Capabilities and Establishes Chicago-Based Presence for WFG

March 15, 2006

WFG Capital Advisors and National Underwriter Announce Agency Merger & Acquisition Seminar - May 17, 2006

February 28, 2006

WFG Capital Advisors Announces that Hilb Rogal & Hobbs to Acquire Zutz Associates, Inc.

January 25, 2006

WFG Capital Advisors Announces that Harleysville National Corporation Completes Its Acquisition of the Cornerstone Companies, a $1.5 Billion Investment Advisor, Life Insurance and Business Consulting Firm

January 18, 2006

WFG Capital Advisors Announces that Arthur J. Gallagher & Co. Acquired Benefit Management Group, Inc.

November 16, 2005

WFG Capital Advisors Announces that Harleysville National Corporation has Reached Agreement to Acquire the Cornerstone Companies, a $1.5 Billion Investment Advisor; Life Insurance and Business Consulting Firm 

April 19, 2005

2004 Insurance Broker Report Outlines Spitzer Settlements and Results of Leading Firms - Results Continue to Deteriorate

April 5, 2005

WFG Capital Advisors Announces That KNBT Bancorp, Inc. has Completed The Acquisition of Caruso Benefits Group, Inc.

March 16, 2005

WFG Capital Advisors and National Underwriter Announce Agency Merger & Acquisition Seminar -
May 18, 2005

March 15, 2005

National Underwriter and WFG Capital Advisors Announce M&A Publishing Agreement

March 1, 2005

WFG Capital Advisors Announced that KNBT Bancorp, Inc. Has Agreed To Purchase Caruso Benefits Group, Inc. 

February 23, 2005

WFG Capital Advisors Announces that Willis Group Holdings has Reached Agreement to Acquire CGI Consulting Group, Inc.

February 22, 2005

WFG Capital Advisors and Career Concepts, Inc. Announce Strategic Partnership