News, Vision & Voice for the Advisory Community


Headed by a newly hired HighTower gun, Third Seven roll-up nears $1B mark after adding the $140 million of Schwab exec-turned-RIA's practice without writing a check

Tracy Ann Miller sees succession nirvana and a favorable equity swap that make up for lost autonomy as she finds common ground with Amit Dogra

Author Oisin Breen
March 2, 2019 at 12:39 AM
no description available
Tracy Ann Miller: Growing something is a lot more fun than selling something ... [but now] should I decide to sell, I don’t have to look very far for a potential buyer.

Robert Fantel

Robert Fantel

March 2, 2019 — 9:44 PM
What is the scoop on HighTower’s latest acquisition? Hard to reconcile the headline numbers versus the ADV for an RIA formed in Jan 2019

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