Patrick R. Sullivan, chief of staff and head of technology for Private Advisor Group, discusses the range of wealthtech ...

Further diversifying ownership, LPL joins Merchant Investment Management (Merchant) as a minority owner of Private Advisor Group alongside legacy shareholders, reinforcing the firm's foundation to ...

Frank Smith is CEO of Private Advisor Group, a national independent financial firm with over $35.2 billion in AUM as of June 30, 2024. The firm leverages its resources to deliver strategies positioned ...

Private Advisor Group, the Morristown, N.J.–based registered investment advisor and office of supervisory jurisdiction affiliated with LPL Financial, has recruited Ethan Campbell, owner and wealth ...

Not long after Private Advisor Group named a new chief executive officer, the Morristown-based wealth management firm appointed its next chief financial officer. In an expansion of the company’s ...

Phoenix-based Advisor Group, one of the nation's largest networks of independent wealth management firms, today announced a major rebranding and restructuring event that will create one broker-dealer ...

LPL Financial LPLA has taken a minority ownership stake in Private Advisor Group, a leading financial services firm. This will further strengthen its registered investment adviser (RIA) relationships ...

Advisor Group's management is weighing whether to combine its network of brokerages into one entity, a reversal of its "multi-brand" strategy. CEO Jamie Price and other executives at the Phoenix-based ...

There are big changes afoot at Private Advisor Group, the 26-year-old, $28.5 billion-asset firm that is Barron’s eighth-ranked RIA nationally. In 2022, what had been primarily a platform for ...

A FINRA arbitration case showing the tensions between independent branches about recruiting moves and M&A deals ended in a victory for one of the largest enterprises at Advisor Group. Processing ...

With 10,000 financial advisors working under a variety of roofs, Advisor Group Inc., a leading network of independent broker-dealers, is looking to reshape its brand in coming months to show a more ...

At least three Advisor Group-controlled registered investment advisors disclosed a new potential conflict of interest at the end of last month that stem from the various financial services pots the ...