News & Insights
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News
Explore our most recent press releases and firm announcements.
Private Advisor Group Affiliate Named Successor to $93 Million AUM Firm
Artemis Wealth Advisors Named Successor and Acquirer to Rein Investments Advisor, LLC MORRISTOWN, NJ—October 1, 2024—Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced its affiliate, Artemis Wealth Advisors, co-led by Cameron Staley and Andrew Wilson, has been selected as the successor and acquirer to Rein Investments Advisor, LLC, led by…
Published: October 1, 2024
Read MorePrivate Advisor Group Celebrates ThinkAdvisor Luminaries Recognition
MORRISTOWN, NJ (September 23, 2024) — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, was named a finalist in three categories for ThinkAdvisor’s 2024 Luminaries Awards. Now in its fourth year, ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. Private Advisor…
Published: September 23, 2024
Read MorePrivate Advisor Group Creates Efficient Path to Succession, Continuity and M&A
MORRISTOWN, NJ, August 8, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced a new path to succession planning, business continuity, M&A, and hiring through a partnership with Succession Link. Advisors looking to buy a practice, hire, sell, or find a continuity partner can now kickstart planning with Succession Link. With…
Published: August 8, 2024
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Secure Your Legacy: The Importance of a Succession Plan
By Kevin Sullivan, Director of Enterprise Growth / As a financial advisor, you’ve dedicated your career to guiding clients toward financial security and peace of mind. But have you considered your own financial future and the legacy of your practice? A well-crafted succession plan is essential to ensuring both. Why Succession Planning Matters Succession planning isn’t just about retirement; it’s about protecting your clients, preserving your practice’s value,...
Published: September 27, 2024
Read MoreElevate Your Financial Advisory Practice
By Patrick Sullivan, / In today’s competitive wealth management landscape, financial professionals must leverage technology to streamline workflows, enhance client service, and ultimately grow their business. This blog post from Nitrogen Wealth explores six essential financial advisor tools that can empower your firm to achieve new heights. Check out the Nitrogen Wealth blogs to learn more about these transformative technologies and how they can...
Published: July 30, 2024
Read MoreListen to Win: How Active Listening Drives Client Satisfaction and Fuels Growth
By Serena Bowen, Digital Marketing Manager / Strong communication skills are paramount in the world of financial advising. But listening goes beyond simply hearing what your clients say. It’s about truly understanding their needs, goals, and anxieties. Mastering the art of listening allows you to build deeper relationships, provide exceptional service, and ultimately grow your firm. Here are some key conversational techniques that will elevate your listening...
Published: May 30, 2024
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