LPL joins Private Advisor Group’s other backer, Merchant Investment Management, which bought a minority stake in the wealth ...
LPL Financial acquires minority stake in Private Advisor Group, deepening a 28-year relationship while PAG's leadership team ...
LPL has taken a minority stake in the $40 billion RIA and OSJ Private Advisor Group, continuing a string of moves from broker ...
LPL Financial LPLA has taken a minority ownership stake in Private Advisor Group, a leading financial services firm. This ...
LPL Financial has acquired a minority stake in Private Advisor Group, a Morristown, N.J.-based RIA and office of supervisory jurisdiction (OSJ) of LPL with $41.3 billion under management. The ...
At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest ...
MORRISTOWN, N.J., Oct. 28, 2024 /PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced Greenhouse, its new ...
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 ...
Elsewhere, Indianapolis-headquartered indie Sapient Capital nabbed a $1 billion JPMorgan advisor in a recruitment first, ...
Advisor Group, one of the largest networks of independent broker/dealers, is merging its multibrand network into a single entity. The firm will bring together the eight wealth management firms in the ...
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, 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 ...