News

Private Advisor Group Selects Merchant as Strategic Partner

Merchant embraces commitment to enhancing the financial advice profession. This strategic partnership provides access to additional capital to fund long-term growth solutions for financial advisors, RIA leaders and investors nationwide. NEW YORK & MORRISTOWN, NJ, December 17, 2021 – Private Advisor Group, one of the leading Registered Investment Advisors (RIA) in the U.S. has entered into an agreement which includes…

Published: December 17, 2021

Read More

Jeremy Stanley and Sharon Pearce Receive AANA Public Relations Award for Beyond the Mask Podcast

MORRISTOWN, NJ, Dec. 2021 Jeremy Stanley of Private Advisor Group and CRNA Financial Planning and cohost Sharon Pearce of Beyond the Mask podcast were recognized by the American Association of Nurse Anesthesiology as winners for Best Public Relations Effort by an Individual, Small Group, Organization, or Company not Affiliated with a State Association. The Beyond the Mask podcast was created…

Published: December 14, 2021

Read More

Stephen Spurrier Awarded Invest In Others $20,000 Grant for Ending the Silence Program

MORRISTOWN, N.J., Dec. 2021 Private Advisor Group, one of the leading Registered Investment Advisors in the U.S., announced that affiliated financial advisor, Stephen Spurrier, founder of Old Orchard Wealth Solutions has secured a $20,000 grant for National Alliance on Mental Illness (NAMI) Metropolitan Baltimore. Spurrier and NAMI were one of six grant recipients through Invest in Others’ 2021 Grants for Good…

Published: December 14, 2021

Read More

Private Advisor Group Announces New Advisor Council

Private Advisor Group has formed a new Advisor Council to provide expertise and business insight towards the firm’s vision, strategy, future innovation and risk management. The council will participate in regular meetings, pilot programs and special projects working alongside the CEO and leadership team. The Advisor Council is a “key pillar to our commitment to having the advisor voice be…

Published: December 14, 2021

Read More

Regulatory Requirements, Logistics and Challenge of Conducting an Effective Field Audit Programme

The way that financial services works is changing rapidly. Unlike many industries that undergo rapid change, financial services are highly regulated and must consider those aspects of its business when accommodating change. The ongoing coronavirus pandemic has heightened awareness of these concerns, especially where remote offices are involved. In the light of the upheaval of established norms, this paper will…

Published: November 12, 2021

Read More

Private Advisor Group Earns Repeat Recognition as one of Barron’s Top RIA Firms in the U.S.

MORRISTOWN, N.J., Oct. 20, 2021 /PRNewswire.com/ Private Advisor Group, one of the leading Registered Investment Advisors in the U.S., is pleased to announce it’s been named a 2021 Barron’s Top 100 RIA Firm. Earning a seventh-place ranking, Private Advisor Group has continually secured a top 10 position since 2019.  Known for its multi-dimensional RIA model, the firm serves advisors seeking to grow alongside…

Published: October 20, 2021

Read More