Follow the latest happenings and important updates at Private Advisor Group.
MORRISTOWN, NJ, Monday, August 28, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has earned recognition as a finalist for the 2023 Wealth Management Industry Awards in the Advisor Support Platforms category for its Alignment & Equity Program. Launched in March last year, the program provides advisors with direct…
Published: August 28, 2023
Read MoreMORRISTOWN, NJ, Friday, August 18, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has been recognized as a finalist for three 2023 ThinkAdvisor Luminaries Awards. Private Advisor Group gained recognition as a finalist for Community Impact, Executive Leadership, and Financial Investment Innovation. The firm will be honored…
Published: August 18, 2023
Read MoreMORRISTOWN, NJ, Tuesday, July 25, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Timothy Brunnock, founder and independent financial advisor with Trinity Financial Strategies, has been named among AdvisorHub’s 100 Solo Advisors to Watch. As a Top 100 Solo Advisor to Watch, Timothy has been recognized as an advisor who…
Published: July 25, 2023
Read MoreMORRISTOWN, NJ, Monday, July 17, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Stephanie McCullough, founder and independent financial advisor with Sofia Financial, has been named among the top 10 financial advisors on The Investopedia 100 Top Financial Advisors. McCullough was recognized for using her platforms and influence in the…
Published: July 17, 2023
Read MorePrivate Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: June 29, 2023
Read MorePrivate Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: June 5, 2023
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