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.
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.
HighTower Growth Continues With Andriole Group From Merrill
Group that manages $700 million is first from Connecticut to join HighTower, and 40th overall.
Pipe Down: How to Play the New Oil Boom Without All the Risk
Many advisors are using an ETN that focuses solely on the beneficiaries of the oil and gas boom, not the boom itself.