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.
Broker Exits Spur Recruiting Shift
The movement of financial advisors out of the wirehouses has continued in early 2012, experts say, and should put Merrill Lynch and Morgan Stanley on notice.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.