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The latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.August 14
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The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.August 14
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The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.June 2
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Where some see unacceptable risk, others are eyeing bargain airplane tickets.March 11
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Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?January 10
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HighTower adds a nearly $1 billion RIA to its growing roster.August 22
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The RIA is the largest firm to depart the protocol in more than a year and a half.May 14
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With an eye on a future sale, the $48B RIA wants to build enterprise value.May 1
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The former CEO of HD Vest left the firm three months earlier than he originally anticipated.January 8
