Financial Advisors Don’t Care About Millennials, and the Feeling Is Mutual
They prefer their clients old and rich—but that can’t last long.
Predicting an Independent Future; Shining at Client Negotiation: June Research—Slideshow
The June issue of Research magazine covers territory ranging from the future of the independent advisory space to why annuities are so popular in Chile.
HighTower’s Weissbluth: ‘Brokers Are Butchers; Fiduciaries Are Dietitians’
Elliott Weissbluth’s two-and-a-half minute whiteboard animation video recently posted on YouTube calling brokers “butchers” and fiduciaries “dietitians” is drawing quite a bit of attention.
A Tipping Point?
It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.
HighTower ‘Tucks In’ a Morgan Stanley Broker to Existing RIA Firm
The firm that has attracted a raft of brokerage teams from major wirehouses to partner under its RIA umbrella announced its first tuck-in transaction.