News & Insights

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

Is Going Independent Right For You?

New regulations, fee compression, and fiduciary obligations are posing increasing challenges for financial advisors. How can you stay a step ahead in a changing world? Many of your colleagues are deciding to go independent, which allows them to deliver a greater variety of innovative services for clients….

Published: August 11, 2010

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Explore our most recent press releases and firm announcements.

Private Advisor Group Launches Another Affiliation Model

Originally published via Diana Britton, May 19, 2021 / — The large enterprise RIA is building a limited purpose broker/dealer to attract hybrid advisors who want to custody outside of LPL Financial. Private Advisor Group, the Morristown, N.J.–based registered investment advisor and office of supervisory jurisdiction affiliated with LPL Financial, has launched a limited purpose broker/dealer, PAG Financial, as a way to expand its…

Published: May 20, 2021

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Private Advisor Group Expands Leadership Team with New Advisor Growth, Marketing, and Compliance Heads

MORRISTOWN, N.J., May 18, 2021 /PRNewswire/ — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of four senior leaders from the financial services profession to its leadership team. The new roles include:   Raphiella Adamson, Compliance Director; with extensive experience encompassing technology, transitions, branch exams, licensing, and registration, she will be…

Published: May 18, 2021

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Private Advisor Group Continues National Expansion; Taps Verne Marble to Lead RIA Business Development

MORRISTOWN, NJ, March 17, 2021 / Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of Verne Marble as their new Director of Business Development. In the role, he will continue to advance Private Advisor Group’s national expansion in the RIA market while deepening relationships with the industry’s…

Published: March 17, 2021

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Take advantage of expert perspectives to grow your business.

Your Annual Financial Practice Checkup

By Jim Perhacs, Managing Director, Chief Operating Officer / When at-home and work priorities are constantly shifting, especially during summer and back-to-school months, it can be easy to overlook what’s happening in the office. Much like you schedule regular checkups at the doctor or maintenance on a car, we recommend an annual financial practice checkup. The Private Advisor Group team sat down with our Chief Operating Officer, Jim Perhacs,...

Published: September 2, 2021

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So, We Meet Again: Going Back to the Office

By Anne Mortera, Director of Advisor Growth & Engagement / In 2021, more than 25% of the American workforce is expected to continue to work remotely[1] – but many are starting to phase back into the days of commuting, being in a physical office space again, and business travel is starting to pick up. As we inch closer to returning to the office, select professions like financial services, where many...

Published: July 28, 2021

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Independence…Choices, Choices, Choices.

By Verne Marble, Director of Business Development / The taste of freedom and flexibility the world experienced as a result of working from home during the pandemic has many financial advisors wondering “what’s next” for them in their professional journeys. If you are an advisor considering going independent, you’re probably asking the question, “Which business structure is better, starting my own Registered Investment Advisor (RIA), “tucking-in” to an...

Published: June 25, 2021

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