Private Advisor Group

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.

05/11/2026

Many independent financial advisors are under intense emotional, mental, and physical pressure. Consider these findings:

•44% of financial advisors report more stress than five years ago
•61% say stress disrupts their sleep
•22% took zero vacation days in the past year, and over 81% check emails when they’re on vacation

This is why we launched the Fit to Serve foundation.

05/10/2026

This Mother’s Day, we’re spotlighting the moms who keep everything moving at home and in the office. 💐

Calendars managed. Problems solved. Snacks somehow always available.
They bring the same focus, care, and follow-through to their families as they do to their teams and clients, and it shows.

Swipe through to meet some of the moms behind our community.

05/06/2026

Through our Fit to Serve Foundation, we are supporters of the American Foundation for Su***de Prevention (AFSP)—the nation's largest su***de prevention organization.

Did you know?
• Su***de is the 11th leading cause of death in the United States
• In the past year alone, the 988 Su***de & Crisis Lifeline answered nearly five million contacts—each one a moment where intervention, support, and connection made a measurable difference.

AFSP funds research, creates educational programs, advocates for public policy, and supports survivors of su***de loss. Their work saves lives.

If you or someone you know is struggling: Call or text 988 for the Su***de & Crisis Lifeline.
Learn more: afsp.org
***dePrevention

05/05/2026

Tacos, tunes, and traditions! 🌮🎺
Cinco de Mayo is here, a great time to celebrate the culture and community that make our firm so vibrant. Whether you’re grabbing lunch with the team or enjoying a little extra guac today, we hope you have a fantastic celebration.