HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
Supercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking “pot shots” at him.
HighTower Gives Advisors Envestnet Retirement Tool
The partnership aims to boost the retirement plan business of its independent advisors.
HighTower, Focus Add Wirehouse Advisors
Raymond James, Commonwealth and Wells Fargo also recruit reps from rivals.
HighTower Network Gets Gryphon Financial From Morgan Stanley
Gryphon Partners, with $600 million in AUM, becomes HighTower's third Network team.
Knut Rostad, Fiduciary’s Long-Term Leader: The 2014 IA 25 Profile
If you want to know about the fiduciary standard, Knut Rostad’s your guy.
HighTower Launches Third Leg of Advisor Platform: The Alliance
Gavion, a $20 billion investment consulting firm to institutions, will be building its own HighTower-like partnership in the South for “corner office” fee-based advisors.
Harold and Fiduciary
We knew Harold Evensky has been a proponent of the fiduciary standard for advice givers for some time and that he was a leading light of the Institute for the Fiduciary Standard. So we asked the Institute’s co-founder, Knut Rostad, to comment on Evensky’s contributions.—Ed.
RIA First-Half Dealmaking at Slowest Pace Since 2008: Schwab
Why? Advisors may be more focused on organic growth than M&A right now, says Jonathan Beatty of Schwab Advisor Services.
Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.