In the News

Local Morristown Company Gives Hope To Grieving Children and Teens

(Morristown, NJ) – “There is not one of us who has not been touched by seeing a friend or a family member pass away and leave children and spouses alone to deal with the grief. No one should have to cope with that alone,” said Abby Salameh, Chief Marketing Officer at Private Advisor Group (PAG).
Private …

LPL Financial Holdings Inc. (Nasdaq: LPLA) and Private Advisor Group to Ring The Nasdaq Stock Market Closing Bell


LPL Financial Holdings Inc. (Nasdaq: LPLA), a leader in the retail financial advice market, and Private Advisor Group, the largest1 hybrid solution on LPL’s hybrid RIA platform with 9.72 billion assets served, will visit the Nasdaq MarketSite in Times Square.
In honor of the occasion, John Hyland, Managing Director, Private Advisor Group, will ring the Closing …

Expanding Growth and Demand for Independence Leads Private Advisor Group to Hire Industry Veteran to Head Business Development

MORRISTOWN, N.J., April 12, 2016 /PRNewswire/ — Private Advisor Group, LPL Financial’s largest enterprise and a $9.6B RIA, announced today that Charlie Latimer has joined the firm as Director of National Recruiting.
“We are delighted to add Charlie to our organization,” said John Hyland, Managing Director of Private Advisor Group. “His depth of experience recruiting financial …

The RIA-ification intrinsic to LPL’s preemptive DOL policy changes — yet how tightly to revenue sharing in IRAs it is hanging

Mar. 22, 2016 (RIABiz) — LPL’s super-clients like Private Advisor Group see a clear ‘advisory’ future but LPL is walking a more shrub-choked hybrid path.
LPL Financial is prepared to make a giant leap toward a more RIA-like future — but only if it can hopscotch to new ways to earn commissions along the way.
The Boston-based …

The New Face of the Super OSJ


Mar. 1, 2016 (Wealth Management Magazine) — In the late 1990s, Pete Bush was working for Cetera Advisors under an office of supervisory jurisdiction (OSJ), as was most every other independent rep paying for the privilege of having a supervisor. These offices were mandated by FINRA to more effectively distribute the oversight of an independent …

LPL Financial and Private Advisor Group Welcome ITI Strategies, Inc.


CHARLOTTE, N.C., Feb. 11, 2016 (GLOBE NEWSWIRE) — Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that ITI Strategies, Inc. (ITI), an independent financial advisory firm, has joined LPL’s broker-dealer platform. ITI provides advisory services through Private Advisor Group, an …

LPL Financial and Private Advisor Group Jointly Create College Internship Program


SAN DIEGO, Nov. 2, 2015 – Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that it has developed a college internship program together with Private Advisor Group, one of the largest firms on LPL’s hybrid RIA platform with more …

What cheap lessons Donald Trump and Bernie Sanders are teaching RIAs about the dangers of trying to institutionalize their practices


Oct 20, 2015 —
Brooke’s Note: Does the RIA world, like the political world, face an authenticity problem? It seems preposterous until you consider who is coming into the business and why. Wall Street people, Silicon Valley people, private-equity people, bankers and national concerns like Schwab are all doing their best to come into this business. …

LPL Financial Welcomes Bleakley Financial Group


Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. LPLA, -0.10% today announced that it is providing custodial and broker-dealer services to Bleakley Financial Group (Bleakley), an independent financial advisory firm. Bleakley provides advisory services …

Private Advisor Group is certified for Investment Support Services


Pittsburgh, PA, July 22, 2015 – CEFEX, Centre for Fiduciary Excellence, LLC, has certified Private Advisor Group of Morristown, NJ for the provision of fiduciary Investment Support Services in adherence with a standard of excellence. Private Advisor Group (PAG) is among the first organizations globally to successfully complete this type of independent certification process.
The Prudent …

Private Advisor Group Named One of Financial Times Top 300 RIAs


6/24/15 Morristown, NJ – Private Advisor Group, LPL Financial’s largest branch office by revenues* and a $6B RIA, was named one of the Financial Times top 300 Registered Investment Advisors.
“We are excited to be part of this elite group of RIAs and attribute our success to all of our advisors who align themselves with us,” …

Guy Adami, Private Advisor Group, Named Leukemia & Lymphoma Society’s Man of the Year


Media Contact:
Gina Murdoch, Deputy Executive Director
Abby Salameh, Chief Marketing Officer
CRANFORD, NJ (May 28, 2015) – Guy Adami has been named the winner of this year’s Man & Woman of the Year of The Leukemia & Lymphoma Society’s (LLS) New Jersey Chapter.
Guy Adami, along with the Woman of the Year and two runners up, …

Advisor Gets Chance to Live Because of Co-Workers’ Extraordinary Efforts

John Hyland, the 48-year-old co-founder and managing director of the RIA Private Advisor Group, in Morristown, N.J., is scheduled to receive a bone marrow transplant Friday, April 3, to treat his acute myeloid leukemia. The procedure is the culmination of an extraordinary effort by Hyland’s work colleagues at the Private Advisor Group and its broker-dealer …

Marketing with Purpose: Q&A With Private Advisor Group’s Abby Salameh

Abby Salameh, the chief marketing officer for Morristown, N.J.-based Private Advisor Group, discusses the rise of digital channels, challenges in financial services marketing and using marketing communications as a force for good.

How the industry is rallying to help John Hyland as his cancer returns and why the New Jersey advisor seems impervious to fear

The only path to survival for the owner of a $17-billion AUA OSJ is a bone marrow transplant and advisors are getting swabbed to improve his odds of finding an elusive match.