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The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.
August 21 -
Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.
August 18 -
From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.
August 18 -
The new hires are the latest recruits to join the regional firm.
August 17 -
Advisors are just one tool in the box.
August 17
Mercer Advisors -
Smaller brokerages are benefiting in big ways from cutbacks at three of the four largest firms.
August 17 -
Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.
August 16 -
Phil Shaffer says changes in the business necessitated a career change if he was to maintain an edge in serving clients.
August 16 -
The broker claims in filings that he was harassed by the bank, culminating in his firing in February of last year.
August 16 -
Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.
August 15
Fox Financial Planning Network








