News

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

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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

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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

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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

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Popularity 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

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Hybrid 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

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