News & Insights

Stay a step ahead with the latest news and insights from Private Advisor Group.


Explore our most recent press releases and firm announcements.

Private Advisor Group Council Member Susan Wilkinson Earns Repeat Recognition on Forbes Top Women Wealth Advisors List

MORRISTOWN, NJ — February 9, 2023 Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Council Member and Financial Advisor, Susan Wilkinson has been recognized on Forbes’ America’s Top Women Wealth Advisors Best-in-State list. Also listed in 2022, this is Wilkinson’s second time earning this esteemed recognition from Forbes. Wilkinson is the founder and…

Published: February 9, 2023

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Frank Smith Assumes CEO Role at Private Advisor Group following a Year of Strong Growth and Success

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has completed its planned succession, with Frank Smith officially assuming the role of Chief Executive Officer, capping off a year marked by strong growth. In 2022, Private Advisor Group attracted $4.4 billion in newly affiliated assets under management. …

Published: January 23, 2023

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Private Advisor Group Ranked as Barron’s Top-10 RIA Firm for Fourth Consecutive Year

For the fourth consecutive year, Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, has been named a top-10 registered investment firm (RIA) on Barron’s list of ‘2022 Top 100 RIA firms….

Published: November 16, 2022

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Take advantage of expert perspectives to grow your business.

Operational Efficiency in a Complex Profession

By Jim Perhacs, Managing Director, Chief Operating Officer / As an independent financial advisor, you already know that keeping your operations running smoothly is crucial to your success. Balancing daily tasks while also maintaining operational efficiency is challenging for all business professionals (myself included). Whether you’re a solo practitioner or running a large team, here are three tips to help financial advisors optimize your business operations and protect your bottom line....

Published: March 31, 2023

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As Workforce Reductions Heighten the Path to Independence Strengthens

By Verne Marble, Director of Business Development / 2023 started with tens of thousands of tech layoffs and news headlines today are filled with warnings that the financial services sector is gearing up for some of the biggest workforce reductions since the 2008 financial crisis. Change creates opportunities, and in an economic environment amid uncertainty like we’re experiencing now, it’s time for the independents to lean in and capitalize to recruit top talent. Let’s examine a few trends and how they might influence your business development strategy to accomplish this...

Published: February 27, 2023

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Top Stories of 2022 from Our Community

By Melissa Woods, Marketing Associate / A new year tends to bring moments of reflection. We are sharing a few of the stories that made us smile, were cause for celebration, generated social traction and inspired us. What’s extra inspiring is that this is just a sampling so please continue to follow our incredible Private Advisor Group community. Here are a few top hits from 2022....

Published: January 24, 2023

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