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  • Jul 28, 2014
    blog

    HighTower Adds $400M Washington RIA

    HighTower expanded its operations on the West Coast Monday with the addition of the team from Washington-based Triad Wealth Stewardship with $400 million in client assets....More
  • Jul 24, 2014
    blog

    Robo Advisor Assets Up 37% 1

    Robo advisor assets grew 37 percent in the last three months to a total of $15.7 billion, up from $11.5 billion at the end of March, a recent Corporate Insight report found....More
  • Jul 10, 2014
    blog

    RIAs Focusing on Organic Growth

    RIAs are concentrating on building enduring, robust businesses through referrals, rather than mergers, according to a new study....More
  • Jul 9, 2014
    blog

    Families Avoiding the Tough Conversations

    Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents. The result? One in three parents have not had detailed conversations with their adult children about their wills and estate plans....More
  • Jul 9, 2014
    blog

    The Blotter Report: Where Did it All Go Wrong? 1

    The evidence keeps piling up against a Long Island financial planner accused of stealing $1.6 million from charities and clients. Meanwhile FINRA banned a Los Angeles analyst for lying to investigators looking into an insider trading scheme....More
  • Jul 7, 2014
    blog

    RIAs Increase Compliance Staff, Training

    RIA firms continue to increase their investment in compliance, boosting the number of dedicated staff and overall employee training, according to a recent survey....More
  • Jun 27, 2014
    blog

    Bonds Aren’t Dead Yet. Here’s Why.

    A lot of smart people are betting on rising interest rates. But Dennis Gartman, editor of The Gartman Letter, says it’s a terrible, terrible bet. Here’s why bonds aren’t dead yet....More

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