News

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…

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…

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…

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…

MORRISTOWN, NJ, Sept. 23, 2021 Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, nominated Andrew Komarow, founder of Planning Across the Spectrum, as an InvestmentNews 2021 Excellence in Diversity, Equity and Inclusion Award winner. Komarow, along with 14 other individuals, were named as “see it be it” role models and selected from…

SAM’s automated rebalancing and trading service enables advisors to provide clients of all sizes with highly customized and tax-optimized portfolios, including direct indexes and unified managed accounts (UMAs) with direct index cores. BOSTON, Feb. 4, 2021 /PRNewswire.com/ SAM (Smartleaf Asset Management LLC) announces the launch of its automated subadvisory rebalancing service, which leverages the pioneering automated rebalancing platform of its parent company,…