News & Insights

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

News

Explore our most recent press releases and firm announcements.

Private Advisor Group Advisors Ranked in 2024 Forbes Best-In-State Wealth Advisors List

MORRISTOWN, NJ, April 19, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that four Private Advisor Group affiliated advisors have been ranked among the top advisors in their respective states in the 2024 Best-In-State Wealth Advisors list published by Forbes. The annual list is compiled by Forbes with insights from SHOOK…

Published: April 19, 2024

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Frank Smith Named one of Charlotte Business Journal’s 2024 Most Admired CEOs

MORRISTOWN, NJ- April 18, 2024, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is pleased to announce that Frank Smith has been named as one of Charlotte Business Journal’s Most Admired CEOs for 2024. The Most Admired CEO Award recognizes established local leaders who have a strong vision for their…

Published: April 18, 2024

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Private Advisor Group’s James E. Dy of Main Street Wealth Management Earns Recognition as a NJBIZ Leaders in Finance Honoree

MORRISTOWN, NJ, March 14, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Financial Advisor, James E. Dy, has been recognized as a 2024 Leaders in Finance honoree by NJBIZ. The award celebrates New Jersey’s financial executives at all levels who contribute to the success of their companies, communities, and the wider…

Published: March 14, 2024

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Insights

Take advantage of perspectives to grow your business.

Boost Operational Efficiency: Engage Your Team For Success

By Jules Galbraith, Manager of Advisor Experience / In today’s fast-paced business world, optimizing operational efficiency is crucial for staying ahead of the curve. At Private Advisor Group, like many others, we’re constantly seeking ways to streamline processes, leverage automation, and maintain a lean structure to eliminate wasteful practices. But where do you begin? The answer lies in involving your staff in the conversation. Understanding their working life...

Published: April 12, 2024

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The Rise of the Next Generation

By James Sullivan, Managing Director, Advisor Advocacy & Technology / Next-generation financial advisors, often in their 20s and 30s, are bringing fresh perspectives, technological savvy, and an innate understanding of their peers’ financial needs. As the industry evolves, recruiting and mentoring young professionals is not only beneficial, but essential for the future of our profession. This evolution is not without its challenges, including navigating the independent space and overcoming presumptions...

Published: February 28, 2024

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A Round Up of Advisor Trends and Top Stories from 2023

By Kelly Coulter, Director of Marketing / Explore the transformative trends and top stories that shaped the advisor landscape in 2023 with Kelly Coulter, Head of Marketing at Private Advisor Group....

Published: January 30, 2024

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