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RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week. ....

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Private Advisor Group Supports WP Financial with $95 Million AUM Acquisition

Private Advisor Group Supports WP Financial with $95 Million AUM Acquisition
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Private Advisor Group Launches Another Affiliation Model

The large enterprise is launching a limited purpose broker/dealer to attract hybrid advisors who want to custody outside of LPL Financial. ....

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Private Advisor Group Expands Leadership Team with New Advisor Growth, Marketing, and Compliance Heads

Private Advisor Group Expands Leadership Team with New Advisor Growth, Marketing, and Compliance Heads
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MORRISTOWN, N.J., May 18, 2021 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country , today announces the appointment of four senior leaders from the financial services profession to its leadership team. The new roles include:
Raphiella Adamson, Compliance Director; with extensive experience encompassing technology, transitions, branch exams, licensing, and registration, she will be responsible for helping the firm navigate compliance complexities in today s highly regulated wealth management environment with a keen focus on cost and risk management for RIAs. Adamson received her bachelor s degree from San Diego State University and holds her FINRA Series 6, 7, 24, 26, and 63 securities registrations held with LPL Financial. ....

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