Hightower Makes Its Biggest Acquisition Ever
By Jeff BermanThe purchase of the $8 billion firm, based in Los Angeles, "is a heck of a way to start off the new year," Hightower CEO Bob Oros tells ThinkAdvisor.
December 23, 2020
Top RIA Trends in 2021: Joel BruckensteinThe tech expert says advisors should ask their vendors immediately if the hacked SolarWinds software is in their "cyber" package.
December 23, 2020
Tougher Advisor Regulation Coming in New YearStricter SEC enforcement and a revamped Reg BI are among the big changes expected under the Biden administration.
December 23, 2020
Marketing: Why You Need Both a Plan and a StrategyHere's how to create these two distinct parts of marketing, so they successfully work together and produce desired results.
December 23, 2020
How to Get Clients Started on Legacy PlanningRather than focusing on inheritance, ask clients what they want their long-term impact to be, says attorney and tax expert Toby Mathis.
December 23, 2020
American Portfolios Boosts Offerings: Tech RoundupAlso, Franklin Templeton teams with Apex and Bambu to launch Tango, a turnkey robo-advisor.
December 22, 2020
Voya to Pay SEC Fine of $22.9MThe insurer-owned firm allegedly failed to disclose fees charged to clients and made misleading statements to them, the SEC claims.
December 22, 2020
Goldman Sachs Readies Digital Investment OfferingMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.