Advisor Alignment News Today

Gateway will take a 15-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.

The privately owned company sold a “meaningful amount” of equity in the firm to a number of its advisors at the end of January.

SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern states; and more.

PAG 's new CEO; Pitcairn's new role; Core joins Commonwealth; Carson invests in Missouri; Kovitz announces 2nd deal; Dynasty partners with BIS.

/PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has...

/PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, announced today that Frank Smith will...

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

Private Advisor Group announced Oct. 20 that current President Frank Smith will succeed Robert "R.J." Moore as CEO in mid-January. 

Separate announcements by Concurrent Advisors and Private Advisor Group display why flexibility for financial advisors is valuable to growing RIAs.

Independent wealth management firm Private Advisor Group announced April 26 it promoted Frank Smith, current head of Advisor Growth, to president, effective immediately.