Advisor Group, the network of independent broker/dealers, has been making changes to prices charged to its affiliated advisors, according to a memo obtained by WealthManagement.com. “This year, we are ...

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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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Advisor Group, the sprawling network of broker-dealers and thousands of affiliated advisors, is embarking on a major consolidation, a process that aims to bring the entire organization under a single ...

On May 8, 2023, Advisor Group filed a notice of data breach with the Attorney General of Massachusetts after learning about a third-party data breach at one of the company’s vendors, R.R. Donnelly & ...