Collaborating for Client SuccessProfessionals Alliance Group

In the dynamic landscape of financial services, Oppenheimer pioneered the Professionals Alliance Group (PAG) in 1997. Representing a collaboration between accounting firms and financial advisors, PAG marked the inception of a new approach to client-centric financial solutions.

At its core, PAG operates on a simple premise: enable certified public accounting firms to broaden their service offerings by integrating wealth management and diverse financial services through a strategic partnership with Oppenheimer. This approach ensures that clients not only receive financial guidance but also receive a holistic level of service marked by heightened communication and transparency with their trusted advisors.

In this episode of Let's Talk Future™, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors address tax harvesting. Their conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility.

The realm of wealth management has evolved beyond traditional investment strategies and retirement planning. PAG recognized the shifting landscape, expanding its offerings to include the full-scope of Oppenheimer’s wealth management, capital markets, and investment banking capabilities.

As a result, PAG broadened its alliance to encompass an array of trusted partners, including lawyers, agents, business managers, and family offices. These relationships enable PAG to guide clients through several facets of their financial lives – leveraging the expertise of each alliance member.

PAG's network of strategic partnerships enable a comprehensive approach to advising clients. From legal intricacies to strategic business management, several facets of financial well-being are represented within the PAG alliance.

Our commitment to streamlined communication and robust firm-to-firm relationships is deeply embedded in our organizational structure, with the goal of developing successful, long-term partnerships among our program members.