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Follow the latest happenings and important updates at Private Advisor Group.
Private Advisor Group Named to 2019 Financial Times 300 Top Registered Investment Advisers
MORRISTOWN, N.J., July 8, 2019 /PRNewswire/ Private Advisor Group is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research,…
Published: July 9, 2019
Read MorePrivate Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates
Bozeman, Mont. (PRBWEB), Mar. 21, 2019 /Cision PR Web/ Six more hybrid RIA and broker-dealers follow Cetera’s recent adoption of AdvicePay to power fee-for-service model for advisors AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, announced today that it has been selected as the payment-platform-of-choice for six hybrid broker-dealer and RIA firms, including Private Advisor…
Published: April 4, 2019
Read MorePopularity of Fee-for-Service Means More Clients for AdvicePay
By: Samuel Steinberger, Mar. 21, 2019 /WealthManagement.com/ Co-founded by Michael Kitces and Alan Moore, AdvicePay has picked up six more enterprise clients since its January launch. AdvicePay is bringing on six more enterprise clients, following the firm’s onboarding of independent broker/dealer Cetera Financial Group. The fee-for-service billing and payment platform, built on Stripe and designed for financial advisors, will be…
Published: April 4, 2019
Read MoreHybrid RIA Power Play: $200M Northwestern Team Joins Fellow Alums
By: Tobias Salinger, Mar. 12, 2019 /Financial-Planning.com/ A Northwestern Mutual team with $200 million in client assets bolted to join fellow alums at an independent practice that’s now added 10 advisors in 20 months. Advisors John Mara and Shaun Feldeisen have launched the Boston office of Bleakley Financial, the hybrid RIA practice said last month. Fairfield, New Jersey-based Bleakley has…
Published: March 12, 2019
Read MoreLPL Financial Shares Zoom to All-Time High of $77, After New CEO Lets Brokers Sell Like Hell, and RIA Custody and OSJ Contracts Achieve New Balance
By: Lisa Shidler, Feb. 6, 2019 /RIABiz.com/ Dan Arnold steers Fort Mill, S.C. IBD giant on walk-and-chew-gum course that allows for juicing annuity sales, rebuilding RIA fee platform and squeezing more profits from less revenue. Brooke’s Note: Sometimes share prices are misleading. More often, not. LPL gets lots of critical media because of the wrenching change it is undergoing and…
Published: February 7, 2019
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