Private Advisor Group

07/14/2026

Explore the holistic client journey from our panel of leading advisors. Led by Jamie Kulik, CFP®, we uncover multi-generational planning, elevating service through small moments, and more w/ Drew Boyer, CFP®, Erin Lapidus, and Chuck Kedra, CFP®, CEPA®.

Discover how independent financial advisors are elevating the client experience through personalized service, evolving technology, and tailored strategies to meet the changing needs of today’s and next-generation investors.

07/07/2026

Behind so many independent practices is family, and we’re no different.
At Private Advisor Group, the next generation is building something of their own, grounded in the values that started it all. Get inspired by Patrick Sullivan & Patric Hyland's journey.
https://www.privateadvisorgroup.com/perspectives/legacy-looks-different-now/

07/02/2026

As we mark 250 years of independence, we recognize the individuals who have shaped it—and those who continue to carry it forward. Explore our reflections on service, military influence, and the path to a career in financial services, featuring:

• William Rabbitt, WP Financial, LLC
• Adam Weiner, Artemis Wealth Advisors
• Mike Guarino, Granite Wealth Partners
• John Donnelly, Essex Wealth Advisory, LLC
• Jorge Vergara, Essex Wealth Advisory, LLC

Thank you for the example you set for our profession and thank you to all those who have served. Happy Fourth of July. https://www.privateadvisorgroup.com/perspectives/honoring-veterans-in-our-community/

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.