HighTower Advisors

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  • May 22, 2013
    blog

    Outgrowing Wall Street?

    Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More
  • Oct 22, 2012
    blog

    The Competition to Recruit Financial Advisors Is as Intense as Ever. Oh, and so Is the Bragging

    Independent finacial advisors are taking more market share. According to Tiburon (citing Envestnet and HighTower research --- as well as Tiburon's own research), IBD-affiliated FAs now account for 42% of the FA population. Bank and insurance companies account for 31%; wirehouse and regionals account for 27%....More
  • Aug 21, 2012
    Article

    For this $1B Breakaway, Independence Was Not an Option

    The latest advisory team to join national RIA HighTower managed $1 billion at their former firm, Credit Suisse, and considered starting their own independent practice. They decided against running their own business, believing it would take up time needed to tend to the portfolios of their ultra-high-net-worth clients, one of the principals said today.  ...More
  • Aug 10, 2012
    Article

    Olympian Advisors Look Back on Lessons Learned

    As the London Olympics wrap up, I’ve been talking with a few financial advisors this week who participated in the international games when they were younger years earlier. It’s striking how their experiences as athletes have a bearing on the manner in which they conduct their business today....More
  • Jul 16, 2012
    Article

    New HighTower Advisor Has Deep Academic Roots

    National RIA HighTower recruits The Lerner Group, a Morgan Stanley Smith Barney team with more than $600 million in AUM....More
  • Jul 2, 2012
    Article

    2 Advisors with VC Cred Leave UBS for HighTower 2

    HighTower, a national RIA, said advisor recruitment has accelerated sharply this year. The firm today said it added two San Diego, Calif.-based UBS advisors to its ranks....More
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