News

Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations SANTA CLARA, Calif. and MORRISTOWN, N.J. July 11, 2022 — Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Private Advisor Group, one of the largest and fastest-growing independent wealth management…

Morristown, NJ, July 7, 2022 / Bleakley Financial Group (Bleakley), has announced that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory,…

MORRISTOWN, N.J., June 15, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce financial advisor, Mary Beth Donas, has joined Private Advisor Group as a VP with Wealth Strategies & Management LLC. Previously managing a reported nearly $100 million in assets under management, Donas will expand upon the firm’s…

Morristown, N.J. — May 19, 2022, Private Advisor Group announced that four Private Advisor Group affiliated advisors were ranked among the top advisors in their respective states in the 2022 Best-In-State Wealth Advisors list published by Forbes. “We are extremely proud of these advisors who have received this well-deserved recognition by Forbes,” said Anne Mortera, Director of Advisor Growth and…

MORRISTOWN, N.J., April 26, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced today that Frank Smith has been promoted to President of Private Advisor Group effective immediately. Since being hired as Head of Advisor Growth January 2021, Smith has successfully assembled and led a team of business development, marketing, and engagement…

MORRISTOWN, N.J., March 24, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced an Advisor Alignment and Equity Program. The program aims to create deeper alignment of interests throughout its community of over 700 financial advisors and strategic partners, including Merchant, an equity partner and capital contributor to the program. With the…