Chicago-based Hightower’s investment in Dechtman Wealth Management is the firm’s sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.
Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.
Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firm’s products and services.
The acquisition of Maryland-based multi-office and RIA WMS Partners will boost Homrich Berg’s total assets under management above $24 billion, according to the firm.
