Follow the latest happenings and important updates at Private Advisor Group.
MORRISTOWN, NJ, February 25, 2021 /PRNewswire.com/ Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of Philip Coniglio as their new Chief Information Officer. In the role, he will provide additional expertise and operational strength to PAG’s expanding portfolio of technology solutions. Phil will also serve as the…
Published: February 25, 2021
Read MoreMORRISTOWN, N.J., Jan. 26, 2021 /PRNewswire.com/ Private Advisor Group (“PAG”), one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of two new executives to support the company’s rapidly growing footprint with independent advisors and individual investors across the United States. Effective immediately, Petra Barone is promoted to the role of Chief Financial Officer, and Frank Smith joins PAG in…
Published: January 26, 2021
Read MoreTransparency with Diana B: Battling Lymphoma in the Midst of a Pandemic Medical doctors did not take advisor Douglas Duerr’s health warnings seriously. But it’s a good thing he did. In this episode, Diana Britton, managing editor at WealthManagement.com, chats with Douglas Duerr, founder of Duerr Financial Group in Montville, N.J., who shares the details of his recent battle with…
Published: January 21, 2021
Read MoreMORRISTOWN, NJ, November 18, 2020 / FinancialPlanning.com / A longtime industry executive once expected to be LPL Financial’s next CEO has come back to lead the No. 1 independent broker-dealer’s largest hybrid RIA enterprise. Robert “RJ” Moore will serve as chief executive of Private Advisor Group, which has more than 650 advisors with $21.7 billion in assets under management, the…
Published: November 18, 2020
Read MoreMORRISTOWN, NJ, November 18, 2020 / PRNewswire.com / Private Advisor Group (“PAG,” “the firm”), a Registered Investment Adviser (RIA) and one of the largest and fastest-growing independent wealth management firms in the country,* announced the appointment of industry visionary Robert “RJ” Moore as its new Chief Executive Officer, effective today. PAG co-founders and lead shareholders John Hyland and Pat Sullivan…
Published: November 18, 2020
Read MoreMORRISTOWN, NJ, Sept 25, 2020 /PRNewswire.com/ Private Advisor Group (PAG), recognized as one of the 200 fastest-growing Registered Investment Advisors in the U.S.*, is pleased to announce it’s been named to the 2020 Barron’s Top 100 RIA Firms, maintaining a hold on a top 10 ranking in the U.S. and the #1 ranking for firms in the Northeast. Reacting to…
Published: September 25, 2020
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