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Articles tagged "Elliot Weissbluth"


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Sheila Delutri: I didn't participate in the women's lawsuit [against Merrill Lynch].

Merrill Lynch comes up snake eyes as HighTower rakes two Sin City teams off the table on the same weekend

With about $800 million in assets combined, the teams were bone-loyal to Mother Merrill for decades before everything changed in 2008 -- and kept changing

September 14, 2012 at 3:54 AM

The M Resort is a sufficient RIA magnet -- though it shares characteristics with a suburban metroplex

'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit

A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab

August 31, 2012 at 5:19 AM

Elliot Weissbluth: A few years ago we had this meeting with just 20 of us in our old headquarters in the basement eating deli sandwiches.

What happened when HighTower assembled its RIAs at Trump Tower

300 aggregated folks dined lavishly and heard Ed Viesturs; and those perks may have a deeper purpose

May 15, 2012 at 3:15 PM

Peter Hess drove the Advent-Black Diamond merger and may have created an RIA-friendly monster.

The 10 most influential figures in the RIA business going into 2012, Part 2

These advisors and executives made dramatic moves that advanced the business of registered investment advisors

January 4, 2012 at 5:46 AM

HighTower plucked Ann Reider from an MSSB  branch in close proximity to HighTower's Chicago headquarters

Casting a wider net for talent, HighTower poaches an MSSB branch manager

After three years of relentlessly recruiting brokers from Wall Street firms, the strategic buyer will go to wirehouses to top off its managerial talent

October 21, 2011 at 2:08 PM

Stacey Lau Welsh gave up her investment banking career to manage wealth. 'I can work hard and sleep in my own bed.'

Three happenings in the RIA world right now

The Innovative Alternative Strategies conference kicks off; United Capital brings aboard two high-level women advisors; and Ron Rhoades finally gets recognized for his efforts

June 22, 2011 at 2:26 PM

Rudy Adolf: “This is an area we wanted to invest in and we wanted to add additional resources. The thing we’ve figured out better than anyone else is how to invest in entrepreneurs.”

Focus Financial pivots to breakaway strategy with Fidelity recruit

Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains

May 9, 2011 at 2:40 PM

Dave Emma: Athletes get taken advantage of and that happened to me.

A hockey star went from being a Merrill Lynch client to a Merrill Lynch advisor to the latest Merrill Lynch breakaway

Despite misgivings for 20 years, Dave Emma stayed largely for the culture and then Bank of America came along

March 25, 2011 at 1:11 PM

Ed Simmons has a doctorate from Harvard and a 24-year tenure with Merrill Lynch. He became an RIA on Friday.

Merrill Lynch and Bank of America cultural tension may spin out a new round of breakaways, recruiters say

A big Maine team goes to HighTower; more Merrill brokers in pipeline, says Weissbluth

February 24, 2011 at 3:36 PM

Rich Saperstein's practice has doubled its high net worth assets under management since joining HighTower.
January 11, 2011 at 2:51 PM

Elliot Weissbluth: There are so many disaffected brokers at these firms.
October 27, 2010 at 5:31 AM

Matt Camden shows off an iPad that is now compatible with HighTower's tech platform

HighTower Advisors and United Capital seek to stamp out wirehouse feel by embracing Apple technology

The aggregators see risk in standing pat with PC technology when advisors use Macs at home

May 6, 2010 at 6:28 AM

Elliot Weissbluth: The Dean Witter and Morgan Stanley cultures never integrated so you have two cultures taking in a third culture – Smith Barney.

HighTower doubles recruiting staff and seeks green pastures of Morgan Stanley Smith Barney brokers

Unforeseen interest in potential breakaways accelerates plans of big aggregator

April 22, 2010 at 7:11 AM

Malcolm Gladwell's insights on entrepreneurs in last week's New Yorker pertain to RIAs

What RIAs can learn from Malcolm Gladwell’s writings on entrepreneurs as risk averse

RIAs' success as entrepreneurs is in keeping with studies covered in a New Yorker article

January 20, 2010 at 5:18 AM

Elliot Weissbluth is turning his guns on the Los Angeles market now that he's secured $100 million

Weissbluth lands war chest for HighTower Advisors [Updated]

The $100 million haul means the Chicago company can battle wirehouses for talent on equal footing

January 12, 2010 at 5:43 AM

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