Listening to HighTower advisors speak about Wall Street is like listening to a passel of Martin Luthers speaking about the corrupt Church of the Middle Ages. They know the Street from the inside out, they know what's deeply wrong with it, and they utterly reject that part that stands in perpetual conflict with clients' needs. However, they also know what's right with it, and won't turn their backs on the insights of unconflicted research, for instance, and they will also consider sophisticated products that they understand (and to which HighTower's scale gives them access), and whose cost is justified by the benefit it provides for their clients. But don't try to pull the wool over their eyes. And if you are their clients, you're pretty fortunate to have them protect you from Wall Street while at the same time you're benefiting from the sunny side of the Street.
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Part I in a series of articles on working the next generation of investors from IMCA’s Investments & Wealth Monitor takes a look at the...
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Learn how refocusing your business model help recharge your business’s value.
Oct 26, 2016
This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable...
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....