Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times

Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times

PODCAST, June 24, 2020 /

A lot of people in the industry know John Hyland, the co-founder and executive officer of Private Advisor Group, who has been in the industry for 31 years. But few know his personal story. When John was younger, he became involved with the New Jersey …

Preschool Advantage Welcomes New Member, Kyle Colwell, to Our Board of Trustees


MORRISTOWN, N.J., June 11, 2020 /
Preschool Advantage, a Morristown-based non-profit organization, has appointed Kyle Colwell to the Board of Trustees.
Colwell is a financial advisor at Private Advisor Group and a registered principal with LPL Financial, a company focused on developing and implementing customized wealth management strategies for clients.
Colwell is …

Communication on Recent Events


PAG Advisor Communication, June 3, 2020
It is with a heavy heart that we write this message. Like many of you, we are stunned and saddened by what has transpired this week, while at the same time attempting to identify how we can make an impact for change. We immediately thought of George Floyd’s family and …

Private Advisor Group Posts Near-Record First Quarter In AUM Add; New Advisors Focused On Comprehensive Wealth Planning

MORRISTOWN, N.J., April 14, 2020 /PRNewswire/
PAG announced today its second-highest quarter of new AUM (assets under management)* in company history. In 2019, PAG was recognized as one of the 200 fastest-growing Registered Investment Advisor (RIA) firms in the U.S. according to and was ranked third in Barron’s Top 50 RIA …

Ivy College of Business Names Berta Aldrich Women in Business Inspiration Award Winner for 2020


MORRISTOWN, N.J., February 19, 2020 /PRNewswire/

Private Advisor Group (PAG) is pleased to announce Berta Aldrich, Managing Director, Chief Marketing and Human Resources Officer, has been awarded the Ivy College of Business Women in Business Inspiration Award for 2020. The award recognizes a woman who has made a significant impact in …

Wealth Management Recognizes Private Advisor Group as One of the Fastest-Growing RIAs in the U.S.

Morristown, NJ — Dec. 10, 2019 / PRNewswire /
MORRISTOWN, N.J., Dec. 10, 2019 /PRNewswire/ — Private Advisor Group was recently recognized as one of the 200 fastest-growing Registered Investment Advisors in the U.S. by, an Informa business.
The 2019 Thrive Award was compiled by measuring the percentage revenue growth over …

Private Advisor Group Names New Chief Marketing Officer


MORRISTOWN, N.J., July 9, 2019 /PRNewswire/

Private Advisor Group, a leading independent advisor platform supporting more than 650 independent advisors and over $19 billion in AUM, announced today that Berta Aldrich has joined the company as managing director and chief marketing officer (CMO), effective June 17, 2019. She joins the executive team …

Private Advisor Group Named to 2019 Financial Times 300 Top Registered Investment Advisers


MORRISTOWN, N.J., July 8, 2019 /PRNewswire/

Private Advisor Group is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the sixth annual FT 300 list, produced independently by …

Private Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates


Bozeman, Mont. (PRBWEB), Mar. 21, 2019 /Cision PR Web/
Six more hybrid RIA and broker-dealers follow Cetera’s recent adoption of AdvicePay to power fee-for-service model for advisors
AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, announced today that it has been selected as the payment-platform-of-choice for six hybrid broker-dealer and …

Popularity of Fee-for-Service Means More Clients for AdvicePay

By: Samuel Steinberger, Mar. 21, 2019 /
Co-founded by Michael Kitces and Alan Moore, AdvicePay has picked up six more enterprise clients since its January launch.
AdvicePay is bringing on six more enterprise clients, following the firm’s onboarding of independent broker/dealer Cetera Financial Group. The fee-for-service billing …

Hybrid RIA Power Play: $200M Northwestern Team Joins Fellow Alums


By: Tobias Salinger, Mar. 12, 2019 /
A Northwestern Mutual team with $200 million in client assets bolted to join fellow alums at an independent practice that’s now added 10 advisors in 20 months.
Advisors John Mara and Shaun Feldeisen have launched the Boston office of Bleakley Financial, the hybrid RIA practice said

LPL Financial Shares Zoom to All-Time High of $77, After New CEO Lets Brokers Sell Like Hell, and RIA Custody and OSJ Contracts Achieve New Balance

By: Lisa Shidler, Feb. 6, 2019 /

Dan Arnold steers Fort Mill, S.C. IBD giant on walk-and-chew-gum course that allows for juicing annuity sales, rebuilding RIA fee platform and squeezing more profits from less revenue.
Brooke’s Note: Sometimes share prices are misleading. More often, not. LPL gets lots of critical media because of the wrenching …

Why FAs Piled into ETFs Last Year and Will Further the Trend in 2019

By: Garrett Keyes, Feb. 5, 2019 /
Financial advisors used ETFs in client portfolios more than ever in 2018, Cerulli Associates data reveals. And market fluctuations, tax incentives, and increased comfort among older advisors may further the instrument’s popularity this year, sources suggest.
Allocations to ETF investments are “definitely going to increase in …

Private Advisor Group’s New Affiliation Model Faces Competition

By: Diana Britton, Jan. 15, 2019 /
While the model may be a huge departure for LPL and set PAG apart from other OSJs, the changes bring the firm up to par with what some other RIAs are already doing for wirehouse brokers looking to build their own business.
Private Advisor Group, a hybrid registered …

LPL Affiliate Private Advisor Group Launches New Plan to Attract Wirehouse Brokers Who May Want to Go RIA


By: Bruce Kelly, Jan. 10, 2019 /
A key part of the plan is LPL’s agreeing to waive a custody fee.
LPL Financial‘s largest affiliate, Private Advisor Group of Morristown, N.J., is launching a new platform its partners believe will give it the ability to attract wirehouse brokers who want to …