News

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience….

Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, announced today that Frank Smith will succeed Robert “R.J.” Moore as the firm’s chief executive officer in mid-January, as part of a long-planned transition. Frank will now serve as president and CEO of Private Advisor Group….

Private Advisor Group is pleased to announce that it has added three new members to their Advisor Council to expand and broaden the expertise and business insight contributing to the firm’s vision, strategy, future innovation and risk management. Council members participate in regular meetings, pilot programs and special projects working alongside the CEO and leadership team….

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce AK Financial Group, a full-service wealth management firm led by Andrew C. Karlinski, is joining Private Advisor Group. Overseeing over $1 billion in assets under management**, Karlinski and his team will expand Private Advisor Group’s West Coast regional presence with an additional 25 financial advisors and staff, and a new branch office located in Irvine, CA. The transition is underway and expected to be completed by year-end. Karlinski has also joined Private Advisor Group’s leadership team as Managing Director West Region….

Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations SANTA CLARA, Calif. and MORRISTOWN, N.J. July 11, 2022 — Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Private Advisor Group, one of the largest and fastest-growing independent wealth management…

Morristown, NJ, July 7, 2022 / Bleakley Financial Group (Bleakley), has announced that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory,…