News

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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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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Private Advisor Group Names Industry Visionary Robert “RJ” Moore Chief Executive Officer; Signals Accelerated Growth Strategy in the Independent Financial Advisor Market

MORRISTOWN, NJ, November 18, 2020 / PRNewswire.com / Private Advisor Group (“PAG,” “the firm”), a Registered Investment Adviser (RIA) and one of the largest and fastest-growing independent wealth management firms in the country,* announced the appointment of industry visionary Robert “RJ” Moore as its new Chief Executive Officer, effective today. PAG co-founders and lead shareholders John Hyland and Pat Sullivan…

Published: November 18, 2020

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Private Advisor Group’s Berta Aldrich Releases New Book Unveiling Invisible Barriers to Creating Diverse, High-Performing Workplaces

She calls upon Boards, fellow C-suite, and HR leaders to join her in leading the change MORRISTOWN, NJ, Nov 10, 2020 /PRNewswire.com/ Private Advisor Group (PAG), recognized as one of the 200 fastest-growing Registered Investment Advisors in the U.S.*, announced today the launch of a new book, Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace, written…

Published: November 10, 2020

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