News

Private Advisor Group provides succession to Advantage Investment Management

Morristown, NJ and Cedar Rapids, Ia. — October 22, 2019 /PRNewswire/ Acquisition will provide AIM RIA advisors and clients a seamless transition Private Advisor Group (PAG), a leading advisor platform supporting more than 650 independent advisors and over $19 billion in AUM, announced today they were selected as the succession firm for Advantage Investment Management (AIM), a registered investment advisory…

Published: October 22, 2019

Read More

Barron’s Ranks Private Advisor Group Among The Top RIA Firms

MORRISTOWN, NJ, September 23, 2019 /PRNewswire/ Private Advisor Group is pleased to announce it has been named to the 2019 Barron’s Top 50 RIA Firms, rising to the number three spot, up from number six in 2018. The ranking comes off the heels of significant growth in RIA’s from 2018 to 2019, with Barron’s citing the top firms on their…

Published: September 23, 2019

Read More

Private Advisor Group to Offer eMoney Advisor’s Financial Planning Platform to Its Advisors

MORRISTOWN, NJ, and Radnor, PA, September 12, 2019 /PRNewswire/ Private Advisor Group announced today a new strategic partnership with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. On September 12, 2019, Private Advisor Group launched their integrated client portal and financial planning tools, which are powered by eMoney’s industry-leading wealth management technology….

Published: September 20, 2019

Read More

Private Advisor Group Names New Chief Marketing Officer

MORRISTOWN, N.J., July 9, 2019 /PRNewswire/ Private Advisor Group, a leading independent advisor platform supporting more than 650 independent advisors and over $19 billion in AUM, announced today that Berta Aldrich has joined the company as managing director and chief marketing officer (CMO), effective June 17, 2019. She joins the executive team and will assume overall responsibility for marketing, including…

Published: July 9, 2019

Read More

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 More

Private 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 More