Articles tagged "Elliot Weissbluth"


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HighTower blindsides its own Palm Desert team with pink slips leaving pregnant questions in the arid air

The Chicago roll-up cites improprieties by its partner-employees but recruiters find the timing interesting as the team was actively seeking an exit

July 16, 2016 — 12:05 AM UTC

After chats with Phyllis Borzi, a flagship HighTower team executes a 'deliberate' breakaway to form a $2.5-billion RIA

Citing post-DOL-rule concerns about serving their super-rich clientle and hungering for more alternative alternatives, Paul Pagnato and David Karp have ankled the captive brokerage world but are keeping ties to the Chicago roll-up

June 1, 2016 — 9:00 PM UTC

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 — 11:42 PM UTC

How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit

RIAs who comfort themselves with the thought that automated advice caters to their 'non-core' clients are in for a rude shock

December 15, 2014 — 4:53 AM UTC

Tony Robbins prohibits reporters from covering his two-hour MarketCounsel speech

His PR firm says that no-coverage rules are part of his standard contract but the 11th hour heads-up today to journalists on legal points raises confusion

December 5, 2014 — 2:43 AM UTC

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 — 5:07 PM UTC

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 — 8:07 PM UTC

Tony Robbins is set to crash the RIA party with two hours of testosterone

The maestro of motivators became a client of Brian Hamburger and now he is speaking at the lawyer's Vegas conference next month

November 12, 2014 — 1:45 PM UTC

Elliot Weissbluth will referee -- with a human bias -- a debate on robo-advisors starring Joe Duran, John Michel, and Jon Stein

MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme

August 28, 2014 — 5:48 AM UTC

Elliot Weissbluth pooh-poohs the idea that HighTower faces channel conflict as 'stupid and uninformed'

The roll-up has added franchise- and outsource-type channels in the wake of a capital raise that failed to materialize

March 14, 2014 — 5:59 AM UTC

Part I: Is the era of the monolithic RIA custodian coming to an end?

RIAs, small custodians, co-ops, study groups, roll-ups, TAMPs, compliance shops, OSJ and IBDs are all chipping away at much of what fit under the roofs of Schwab, Fidelity, TD and Pershing

November 1, 2013 — 4:51 PM UTC

$2-billion HighTower practice hosts UHNW event relating to financial -- and personal -- security

When to tell kids how rich they are and how to unmask sketchy construction workers are two topics covered

April 11, 2013 — 4:36 PM UTC

HighTower loses RIA with $1 billion of assets and Northern Trust street cred

Margaret Towle broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients

April 5, 2013 — 10:54 PM UTC

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1

2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

March 8, 2013 — 4:58 PM UTC

HighTower passes up $40 million capital raise, takes a big breather from deals and implements a pacing regimen

The Chicago-based gazelle may chase capital markets next year, but expect deals to resume in early 2013

December 17, 2012 — 4:39 PM UTC