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.

SAM (Smartleaf Asset Management) Announces Automated Sub-Advisory Rebalancing Service for Customized, Tax-Optimized Accounts with Private Advisors Group (PAG) as Launch Client

SAM’s automated rebalancing and trading service enables advisors to provide clients of all sizes with highly customized and tax-optimized portfolios, including direct indexes and unified managed accounts (UMAs) with direct index cores. BOSTON, Feb. 4, 2021 /PRNewswire.com/ SAM (Smartleaf Asset Management LLC) announces the launch of its automated subadvisory rebalancing service, which leverages the pioneering automated rebalancing platform of its parent company,…

Published: February 16, 2021

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Private Advisor Group Strengthens Executive Team; Enhances Focus on Continued Growth and Value

MORRISTOWN, N.J., Jan. 26, 2021 /PRNewswire.com/ Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of two new executives to support the company’s rapidly growing footprint with independent advisors and individual investors across the United States. Effective immediately, Petra Barone is promoted to the role of Chief Financial Officer, and Frank Smith joins PAG in…

Published: January 26, 2021

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PAG Advisor Featured Guest on Diana Britton’s Podcast

Transparency with Diana B: Battling Lymphoma in the Midst of a Pandemic Medical doctors did not take advisor Douglas Duerr’s health warnings seriously. But it’s a good thing he did. In this episode, Diana Britton, managing editor at WealthManagement.com, chats with Douglas Duerr, founder of Duerr Financial Group in Montville, N.J., who shares the details of his recent battle with…

Published: January 21, 2021

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Insights

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How to Choose the Right RIA Firm

By Karen Hayes, Relationship Manager - Recruiting / Going independent doesn’t mean you have to go it alone. In fact, many financial advisors opt to join an established RIA firm instead of taking on the challenges associated with setting up and running their own independent practice. When you work for an RIA firm, you’re able to leverage that firm’s existing infrastructure, resources, processes, and even brand power to...

Published: October 28, 2020

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Should You Join an RIA Firm

By Karen Hayes, Relationship Manager - Recruiting / Freedom is one of the greatest advantages of the independent advisory model. As an advisor, you get to own your client relationships and run your business the way you envision. Your clients, of course, get to enjoy the highest standard of care: the fiduciary standard....

Published: October 21, 2020

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Passing the Burden of Compliance

By Jim Hooks, Managing Director, CCO / Feeling overwhelmed by the rules of compliance? You’re not alone. Regulations change fast and frequently these days, making it difficult for even the most seasoned advisors to keep up without a little help. ...

Published: September 30, 2020

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