Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
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.
HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
Top Portfolio Products: New Robo Assistant, Liquid Alts Fund
In addition, Guggenheim rolls out a global infrastructure ETF; 361 Capital long-short equity fund hits milestone.
Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill
RJ adds advisors from largest credit union in Oregon, while Wells Fargo adds reps in Connecticut and Texas. Towle, formerly of HighTower, joins Merrill.
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 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.
Wirehouse Teams Move to HighTower, Raymond James
Meanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.