Articles tagged "HighTower"
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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 at 4:39 PM
The case for Chicago as an epicenter of the RIA world
The rise of registered investment advisors here means the city, once viewed as a very secondary financial center to New York and the Bay Area, is coming into its own in a big way
December 11, 2012 at 6:05 AM
A mini-Merrill springs up with its own broker-dealer and plans to grow
Two former Merrill higher-ups brought aboard two teams of Merrill brokers -- and they're just getting started
December 3, 2012 at 6:56 AM
How the Luminous deal is rocking the recruiting world -- and may set the stage for more fireworks
The former Merrill stars effected an outsized cash deal with First Republic, proving that independence can have monetary rewards to match the psychic ones
November 8, 2012 at 4:39 AM
Why the term 'roll-up' should stay in the RIA vocabulary
It's a short term packed with tall meaning
October 16, 2012 at 2:05 AM
What exactly the CEOs of HighTower, Focus Financial and Dynasty Financial revealed when they shared a stage in Las Vegas
Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms
September 25, 2012 at 4:49 AM
HighTower throws open its doors to non-partner firms who want service and/or brand
The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners
September 14, 2012 at 4:33 AM
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
12 questions for Peter Hess
The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley
September 13, 2012 at 4:41 AM
'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
How a young, new HighTower recruit built his business to $1 billion in assets with just 30 clients
Matt Dillig's team is the Chicago aggregator's first 'get' from Credit Suisse, known for its superwealthy clients
August 22, 2012 at 4:51 PM
How HighTower brought an 83-year-old, $600-million breakaway broker back from the wirehouse side
After Eugene Lerner moved his RIA to Morgan Stanley Smith Barney, HighTower lured the former pupil of Milton Friedman and professor of Alan Greenspan back to the RIA world
July 24, 2012 at 4:55 AM
A cottage industry of hedge funds-to-RIAs is springing up but so far the mutual fund industry looks like the big winner
It's a minor gold rush, but the entrepreneurs jumping into the niche are quick to identify the frailties in each other's approaches
July 20, 2012 at 4:28 AM
Luring a $330 million team away from UBS, HighTower opens first San Diego office
After five years at Smith Barney, HighTower convinces the team to complete second big move in five years
July 3, 2012 at 5:22 AM
A giant San Francisco RIA is poaching a Northern Trust talent to create a Chicago duchy
Presidio Group is banking on Tom Smith being able to replicate his business building track record on its behalf -- a lot to live up to
