Private Advisor Group

06/23/2026

We have finalists in the house.

Drew Boyer returns as a finalist for Thought Leader of the Year; he truly exemplifies the kind of creative-thinking (often with a musical twist) that inspires people to take action on their finances. And Frank Smith is once again in the mix as a finalist for CEO of the Year. Sharing a few throwbacks from past Wealthies celebrations and cheering on all of this year’s finalists."

06/21/2026

At Private Advisor Group, we’re lucky to be surrounded by leaders who are building businesses and even better families. Happy Father's Day!

06/17/2026

Growth takes more than great advice. It takes the right foundation behind the business, too.

In this new perspective piece, Jim Hooks, our Chief Compliance Officer, shares how strong, proactive compliance can help advisors grow with greater confidence, consistency, and scalability.

From supporting marketing initiatives and strengthening client trust to helping firms build long-term enterprise value, compliance plays an important role in creating a business that’s built to grow and evolve.

When compliance is collaborative and accessible, it becomes more than oversight. It becomes part of the infrastructure that helps advisors move forward with clarity and confidence.

Read the full article:

Strong compliance isn’t a barrier to growth—it’s the foundation for it. Discover how proactive compliance infrastructure helps advisors market more effectively, scale sustainably, reduce risk, and build stronger, more valuable businesses over time.

06/16/2026

Independence gives you control today, but the real value is in how you plan for tomorrow.

As you look ahead to the second half of the year, consider this: if your practice stayed exactly as it is today, would it still support the future you want five years from now?

Explore how advisors plan for long-term flexibility: https://www.privateadvisorgroup.com/legacy-planning/

05/29/2026

Stronger connections = stronger minds. A 10-year study found that staying socially engaged boosts life satisfaction and helps protect mental health. That’s why Private Advisor Group created our Fit to Serve foundation to expand the impact of our incredible community and support the well-being of the communities we serve.

Learn more: privateadvisorgroup.com/fit-to-serve/

05/27/2026

Summer reading season is here, and we loved seeing Stacy Wilson, Director of Operations at Wilson Peak Wealth Management and part of the Private Advisor Group community, featured in InvestmentNews’ summer reading list.

Her recommendation, Being Mortal by Atul Gawande, explores aging, planning, and the importance of thoughtful conversations, topics that resonate deeply in both life and financial planning.

A great reminder that some of the best insights for advisors come from outside the industry, too.
See the full reading list here:

Looking for a good business book for your trip to the beach, lake or pool? InvestmentNews asked some advisors for their recommendations

05/25/2026

This Memorial Day, we remember those who gave everything in service to our country. Their sacrifice is the reason we have the freedom we often take for granted.
We honor them today and always.

05/19/2026

Growth shouldn’t come at the cost of burnout.

The advisors who scale sustainably aren’t doing more; they’re simplifying, streamlining, and creating space for what matters most.

Sometimes progress starts with just one question: What would you gladly hand off if you could?
https://www.privateadvisorgroup.com/efficient-operations/

05/18/2026

Financial education shapes more than money habits; it can impact confidence, stress levels, and long-term financial well-being.

When people have access to financial knowledge early, they’re often better equipped to build healthy financial behaviors, navigate challenges, and feel more confident about their future.

That’s why financial literacy matters at every stage of life.

05/13/2026

If someone asked you today, “Who do you serve best?” would your answer be clear and specific, or broad enough to describe almost anyone?

The advisors building the most referable, differentiated practices today aren’t trying to be everything to everyone. They’re leaning into specialization, building expertise around a specific audience, and creating deeper connections as a result.

In this month’s Perspectives, Serena Eisele Bowen, Digital Marketing Manager at Private Advisor Group, shares:

• Why niche specialization matters more than ever
• The most underserved client opportunities today
• A practical framework to help advisors identify and own their niche

Read the article:

The new competitive edge in financial advice isn’t bigger AUM or a fancier office. It’s specificity. It’s knowing exactly who you serve, why you serve them, and what makes you the obvious choice for that group. In other words, it’s a niche.