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News
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Private Advisor Group’s WealthSuite Platform Expands Investment Options with First Trust Advisors, L.P.
MORRISTOWN, NJ, January 14, 2025 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that First Trust Advisors L.P. (First Trust) has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 800 financial advisors. WealthSuite is a comprehensive investment management platform designed to streamline…
Published: January 14, 2025
Read MorePrivate Advisor Group Expands Team to Enhance Advisor Support
MORRISTOWN, NJ — January 7, 2025 — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced strategic hires to enhance support for its nationwide community of financial advisors. The new hires are: Dave Carratt, Director of Advisor Growth and Engagement With more than 30 years of diverse industry experience, Mr. Carratt will focus…
Published: January 7, 2025
Read MorePrivate Advisor Group Announces New Advisor Council Members
MORRISTOWN, NJ, November 25, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country, announced the appointment of three new members to its Advisor Council, with the goal of leveraging their diverse expertise and insights to shape the firm’s vision, refine strategy, and drive innovation. By participating in regular meetings, pilot programs and…
Published: November 25, 2024
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Creative Gift Ideas for Financial Advisors to Make the End of the Year Extra
By Kelly Coulter, Director of Marketing / The season of giving is here! If you’re stuck on what to gift your clients, we’ve gathered some fun and memorable ideas from our community of advisors and industry events to inspire you this season. For the Culinary Enthusiast One of the most unique ideas an advisor shared with me was custom-branded maple syrup for clients, paired with a cooking...
Published: December 4, 2024
Read MoreOffice Horror Stories: Tales of Tech Mishaps and How to Avoid Them
By Jules Galbraith, Manager of Advisor Experience / Every office has its share of horror stories, those moments when the unexpected happens and chaos ensues. For financial professionals, these mishaps can disrupt productivity, hinder client service, and even raise compliance concerns. Here are a few terrifying tales from financial advisors and, more importantly, how to prevent these scenarios from haunting your practice. The Vanishing Password Nightmare It was...
Published: October 30, 2024
Read MoreA New Chapter: Running a High Growth Practice in a Virtual World
By Danielle Petrullo, Marketing Associate / A New Chapter: Running a High Growth Practice in a Virtual World by Private Advisor Group Background Operating a high-growth virtual business presents unique opportunities, especially for those aiming to scale rapidly, while managing evolving technology and regulatory demands. For financial advisors looking to scale and grow their practice, Private Advisor Group provides indispensable support. Read the story of how...
Published: October 11, 2024
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