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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News

Explore our most recent press releases and firm announcements.

Private Advisor Group Launches Entreda as Cybersecurity Risk-Mitigation and Compliance Solution

Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations SANTA CLARA, Calif. and MORRISTOWN, N.J. July 11, 2022 — Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Private Advisor Group, one of the largest and fastest-growing independent wealth management…

Published: July 12, 2022

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Bleakley Financial Group and Private Advisor Group Announce The Evolution of Their Business Relationship

Morristown, NJ, July 7, 2022 / Bleakley Financial Group (Bleakley), has announced that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory,…

Published: July 6, 2022

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Private Advisor Group Welcomes Mary Beth Donas

MORRISTOWN, N.J., June 15, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce financial advisor, Mary Beth Donas, has joined Private Advisor Group as a VP with Wealth Strategies & Management LLC. Previously managing a reported nearly $100 million in assets under management, Donas will expand upon the firm’s…

Published: June 15, 2022

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Insights

Take advantage of expert perspectives to grow your business.

Add These to Your List: Financial Leaders’ Summer Reading Recommendations

By Melissa Woods, Marketing Associate / We all remember the often-dreaded list of books that we had for “summer reading” as kids – books that were to prepare us for the upcoming school year and designed to open our minds to new concepts, new uses of grammar, and avenues of critical thinking. Now, as adults, summer reading has taken on a new meaning. It usually equates...

Published: July 28, 2022

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Proof Your Practice Against Poor Customer Service

By Jules Galbraith, Manager of Advisor Experience / Long hold times, calls answered by a new person who is reading a script, blind transfers, and more are happening at what feels like a higher frequency – we have all been there. Calling into a service team these days can be an exercise in patience. More than 65% of people have higher expectations for customer service today than they...

Published: June 27, 2022

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Behind an RIA’s Decision to Build an In-House Investment Management Platform

By Verne Marble, Director of Business Development / Background RIA firms bring valuable resources to affiliated advisors, which is why many advisors choose to align with an established RIA versus starting their own. Some examples of these resources may include things like a compliance infrastructure, a defined technology stack, relationships with multiple custodians, practice management expertise, and perhaps an internal investment management platform (i.e., outsourced solution for advisors)....

Published: June 2, 2022

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