Hightower

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

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.

Where some see unacceptable risk, others are eyeing bargain airplane tickets.

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?

HighTower adds a nearly $1 billion RIA to its growing roster.

The RIA is the largest firm to depart the protocol in more than a year and a half.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

The former CEO of HD Vest left the firm three months earlier than he originally anticipated.

Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.

Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.

An unexpected revelation inspired Elliot Weissbluth to launch HighTower Advisors.

Weissbluth will step down as CEO and become chairman.

A high valuation is a mixed blessing, industry analysts say.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The definition of independence for advisors is changing, according to a new report.

The advisory firm left Securities America to make the move.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule

Finding the talent for your practice might require you to step outside your comfort zone.