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Articles tagged "HighTower Advisors"


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Brian Hamburger worked the phones until headliners signed on in droves.

After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise

Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday

November 10, 2017 at 11:09 PM

Elliot Weissbluth remains firmly in place.

HighTower finds hundreds of millions to cash out itchy shareholders

Thomas H. Lee Partners likes financial firms -- especially ones with big cash flow and potential for operational efficiencies

October 25, 2017 at 3:59 PM

Marc Shachtman: Affiliating with HighTower was unequivocally the right choice.

HighTower hooks a 'rare' Miami catch of a JP Morgan Private Bank stripe at a crucial moment

As sales chatter hits a fever pitch on the conference cocktail party circuit, the Chicago roll-up affiliates with a white shoe recruit and gains some needed business-as-usual credibility

October 5, 2017 at 11:23 PM

HighTower's advisors get a say in who buys the firm.

The HighTower Advisors 'for-sale' rumors grow to include a named suitor

Source says Oppenheimer is consummating a deal but observers question how HighTower could graft its roll-up onto the aging B-D

September 1, 2017 at 2:24 PM

Michael LaMena: This represents a terrific opportunity for me to join a firm with significant growth goals and an impeccable reputation.

Elliot Weissbluth's second in command walks from HighTower to an ivory tower of 'pari passu' ownership with an 'impeccable' reputation

Michael LaMena trades in a $50-billion-AUA roll-up for $5-billion-AUM roll-up after headhunter lays out case of bright, de-Balkanized Bronfman Rothschild future

August 7, 2017 at 7:24 PM

Leo Kelly: As HighTower grows, it has an agenda and a business strategy of its own and we have an agenda and a business strategy of our own

HighTower loses two teams comprising 33 people and $3 billion of assets over July 4th weekend, declines comment, then issues a 'smashing' press release

The teams, led by Leo Kelly in Maryland and Joel Guth in Ohio, say the Chicago roll-up 'has its own agenda' but that it served as a good stepping stone to becoming fully independent RIAs

July 7, 2017 at 9:16 PM

Sagar Kurada: Our new facility will allow HighTower to fund additional acquisitions.

HighTower picks up $6.4-billion roll-up on the cheap but the valuation may reflect WealthTrust's stagnant growth and profitability

The Chicago roll-up gets an embattled league of RIAs for about $70 million by persuading its financiers to double down and private equity owners to suck it up

April 13, 2017 at 11:35 PM

Mike Papedis: I am not interested in working for another firm as employee.

HighTower parts ways with -- and doesn't replace -- the dealmaker who has 'worked on more breakaway transactions ... than anyone in the industry'

Elliot Weissbluth's gun-slinging No. 2, Mike Papedis, moves on after HighTower's assets declined, deals waned and the once-loud company took on an indoor voice

March 21, 2017 at 9:53 PM

Margaret Towle's dalliance with non-national brands is over.

After leaving Northern Trust and later joining HighTower, Margaret Towle departs, cools her heels and lands at Merrill Lynch

The unusual instance may validate Wall Street's insistence that some advisors belong in their camp

December 18, 2014 at 8:23 PM

Tony Robbins: When Ajay left UBS, his level of attention was very different and that's what drew me to him.

9 ways that Tony Robbins impressed the 'jaded' journalists at RIABiz

The guru lived through a wirehouse breakaway as the client of an RIA -- and saw the before and after of his portfolio

November 26, 2014 at 5:07 PM

James Osborne: I sacrificed two evenings of actually learning something and improving myself to instead struggle through a few hundred pages of misinformation.

What one financial advisor discovered after plunking down $12 for Tony Robbins' 'Money' manifesto

The self-help guru's Seven Easy Steps! to wealth contain a few sound nuggets but gimmicks, fallacies and straw men abound

November 25, 2014 at 10:12 PM

Tony Robbins: I found out about HighTower and the only concern is they only deal with ultra-high-net worth people.

How Tony Robbins co-opted Elliot Weissbluth (and HighTower data) and vice-versa

A co-venture half-detailed by this unlikely couple of Type A-plus go-getters may set the stage for a wider collaboration -- perhaps a co-robo

November 25, 2014 at 8:07 PM

Jania Stout: Our approach involves working closely with not only our plan sponsor clients, but with plan participants as well.

HighTower adds two battle-hardened T. Rowe generals to the 401(k) field

The Chicago-based roll-up is angling for retirement rollover dollars but observers question how determined it is to become a serious player in the lurcrative sector

November 7, 2014 at 7:27 PM

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