News

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

MORRISTOWN, NJ, March 17, 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 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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Private Advisor Group Expands IT Leadership; Hires New Chief Information Officer to Oversee Expansion

MORRISTOWN, NJ, February 25, 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 Philip Coniglio as their new Chief Information Officer. In the role, he will provide additional expertise and operational strength to PAG’s expanding portfolio of technology solutions. Phil will also serve as the…

Published: February 25, 2021

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SAM (Smartleaf Asset Management) Announces Automated Sub-Advisory Rebalancing Service for Customized, Tax-Optimized Accounts with Private Advisor 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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Robert Moore Returns to LPL to Lead Firm’s Largest Hybrid RIA

MORRISTOWN, NJ, November 18, 2020 / FinancialPlanning.com / A longtime industry executive once expected to be LPL Financial’s next CEO has come back to lead the No. 1 independent broker-dealer’s largest hybrid RIA enterprise. Robert “RJ” Moore will serve as chief executive of Private Advisor Group, which has more than 650 advisors with $21.7 billion in assets under management, the…

Published: November 18, 2020

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