Hightower Stakes $2B Aviation-Focused Wealth Group
By Janet LevauxThe 34-member practice is based in Dallas.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 14, 2025
Hightower Takes Stake in $3.8B Bicoastal Wealth FirmThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 14, 2025
Retiree Sues Schwab, Hightower Over $422,000 Portfolio LossThe firms misrepresented a risky margin loan as a safe credit line and made unauthorized trades, the suit says.
May 12, 2025
3 Ways to Position Your Practice for Sustained SuccessAligning advisor performance with the firm’s results can raise employee loyalty, commitment and collective responsibility.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
AdvicePay Buys Compensation Software FirmThe platform says the acquisition of AdvisorBOB is “a strategic step" to further help fee-based planners.