RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab
National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.
HighTower’s Pagnato-Karp Group Lands Former Merrill Lynch Advisor
The advisor-owned financial services firm announced on Thursday that David Nelson has joined its Pagnato-Karp Group.
HighTower Advisors: The New Face of Fiduciary?
Does any advisor have "zero conflicts of interest?"
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options
Many brokers continued to move between the wirehouses in the late summer and early fall.
HighTower Announces Turnkey Business Lines to Help Advisors With Move to Independence
The company is now the thirteenth fastest-growing company in the nation, CEO Elliot Weissbluth says.
4 Merrill Teams Go Indie With More Than $1B
The breakaway brokers join HighTower and Dynasty Financial in the West.
HighTower Grabs $1 Billion Credit Suisse Team
Matt Dillig and Ted Bowen had worked for Credit Suisse since 2008 and previously were part of Merrill Lynch’s Private Banking and Investment Group.
MSSB Loses $600 Million Lerner Group to HighTower
This is the seventh new advisor team in 2012 to join the Chicago-based financial services firm run by CEO Elliot Weissbluth.
HighTower’s Weissbluth, IA 25 Honoree, Touted on CNBC
Investment Advisor magazine’s IA 25 honoree, HighTower Advisors CEO Elliot Weissbluth, celebrated his selection on CNBC’s “Squawk on the Street” program.
Jud Bergman’s 4 New Rules for Advisors That Supplant the Old
At revived Advisor Summit, Envestnet CEO speaks of how the rules have changed for advisors.