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 ...

With more than 30 years of diverse industry experience, Mr. Carratt will focus on strategic business consulting and relationship management efforts with advisors, with an emphasis and focus on ...

Private Advisor Group, the Morristown, N.J.–based registered investment advisor and office of supervisory jurisdiction affiliated with LPL Financial, has named President Frank Smith as its new CEO, in ...

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 ...

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 ...

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 ...

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 ...