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Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.
September 10 -
An unexpected revelation inspired Elliot Weissbluth to launch HighTower Advisors.
August 27 -
Weissbluth will step down as CEO and become chairman.
August 20 -
A high valuation is a mixed blessing, industry analysts say.
August 2 -
A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.
June 8 -
The definition of independence for advisors is changing, according to a new report.
June 6 -
The advisory firm left Securities America to make the move.
June 5 -
After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.
May 30 -
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
May 9 -
Finding the talent for your practice might require you to step outside your comfort zone.
May 8 -
The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.
April 18 -
The RIA boosts its platform, loses top execs and faces wary advisors.
February 22 -
These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.
January 26 -
Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?
January 23 -
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The move marks the firm's second hire in the past week.
January 19 -
Consolidators are doubling and tripling RIAs' five-year performance.
January 18 -
Nearly two dozen mega teams switched employers, but few went to a wirehouse.
December 12 -
Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.
December 10 -
The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.
November 3














