HighTower Sees ‘Exceptional Addition’ to Firm as Margaret Towle Joins as Partner
By Joyce HansonMargaret Towle, a Ph.D. with a $ billion clientele, is joining HighTower, the Chicago-based RIA firm led by Elliot Weissbluth, as a partner and managing director from Greycourt.
August 17, 2011
Average Size of Advisor M&A Deal Jumps in Q2: SchwabNewly released data from Charles Schwab Advisor Services of industry-wide M&A activity among RIAs for the first half of 2011 reveals a significant jump in the average deal size.
August 11, 2011
IRA Owners on Brokerage Chopping BlockIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
August 02, 2011
Investors Cap Founder, Ted Charles, Sells Stake to AdvisorsCharles retires following the sale of his 55% stake to advisors, clients and home-office staff.
July 29, 2011
Are You a Wirehouse Broker Thinking of Independence? Consider What You OweAttorney Patrick Burns warns brokers to consider their obligations from recruitment or retention packages
July 28, 2011
Business Leaders Resigned to U.S. Debt Downgrade but Say Default UnlikelyThe business community is battening down the hatches for a U.S. debt rating downgrade—and they’re not happy about damage that the oncoming economic storm will wreak on investors.
July 27, 2011
Growth by Design: How Marketing and Operations Shape Firm Growth—SlideshowFA Insight and Investment Advisor co-sponsored this series of articles to highlight the importance of marketing and operations to a growing firm.
July 26, 2011
Mastering Social MediaIn a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.