Articles tagged "Elliot Weissbluth"


HeadlinePublish date

As Thomas H. Lee Partners asserts itself, Dave Pottruck steps down as chairman of HighTower's board of directors

The early investor and ex-Schwab CEO is giving ground to the new ownership

April 20, 2018 — 7:01 PM UTC

HighTower Advisors lands $4.5-billion RIA with help from bigger, better checkbook

The Chicago RIA roll-up adds 45-employee Salient with T.H. Lee omnipresent in shepherding the UHNW deal

April 17, 2018 — 3:25 PM UTC

HighTower closes $450-million deal that ups advisor stake, inks deal with Elliot Weissbluth

The Chicago-based roll-up sold '50-60%' stake -- for $350 million plus $100 million

February 10, 2018 — 12:40 AM UTC

An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit

Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed

December 12, 2017 — 2:18 PM UTC

HighTower finds hundreds of millions to cash out itchy shareholders

Thomas H. Lee Partners likes financial firms -- especially ones with big cash flow and potential for operational efficiencies

October 25, 2017 — 3:59 PM UTC

The HighTower Advisors 'for-sale' rumors grow to include a named suitor

Source says Oppenheimer is consummating a deal but observers question how HighTower could graft its roll-up onto the aging B-D

September 1, 2017 — 2:24 PM UTC

Elliot Weissbluth's second in command walks from HighTower to an ivory tower of 'pari passu' ownership with an 'impeccable' reputation

Michael LaMena trades in a $50-billion-AUA roll-up for $5-billion-AUM roll-up after headhunter lays out case of bright, de-Balkanized Bronfman Rothschild future

August 7, 2017 — 7:24 PM UTC

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