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Executive Director, Mergers & Acquisitions Marc Cabezas joined Founder and CEO of RIA Channel Julie Cooling to discuss what makes a successful partnership between an advisory firm and Hightower. When considering merger partners, Hightower speaks with hundreds of firms, but only completes 10 to 15 deals annually. Hightower looks for a few key pillars in a partner – one of which is a demonstrated ability to grow organically. Marc discusses the approach and intentionality behind firms who have done this successfully and hints at Hightower’s other criteria for a partnership.
The first quarter earnings season is upon us, and you’ve likely heard news regarding the big banks’ earnings reports. In this Weekly Wisdom, Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager Stephanie Link dives into these recent bank earnings reports, the impact of the capital markets recovery and more
Evergreen structures are leveling the playing field in the private markets space. Head of Alternatives Robert Picard spoke with Family Wealth Report’s Tom Burroughes about the importance of these funds, along with the democratization and miniaturization of private markets.
Come take a walk through Hightower’s Chicago HQ in this Citywire article – from the candy tubes to the “logo wall.” Citywire’s Ian Wenik and Hightower’s Chairman & CEO Bob Oros discussed the evolution of Hightower over the last 5 years, including the transformative focus on creating a culture of collaboration and support to enhance the end-client experience.
In a discussion with InvestmentNews’ Gregg Greenberg, Hightower Chairman and CEO Bob Oros says that the market for RIA firms hasn’t cooled so far in the first quarter of 2024, but acquisition prices aren’t yet overheated. This gives Hightower room to remain focused on finding a good fit for the firm. So, what makes for a comfortable fit with Hightower?
March in NYC can mean rainy skies; it can also mean a room full of investment stars. Wide-ranging discussions from Japan to markets to elections to our favorite television shows made this event a must-attend for yet another year! Thank you to all of our panelists for joining us to share their insights.
Lights, camera, action! Bob Oros and Stephanie Link kicked off a morning of conversation, opinion and insight at Hightower’s Investment Stars event in NYC. Stephanie is joined by a distinguished group of savvy investors and regular CNBC contributors in a series of conversational panel discussions – starting off strong with the following panelists: ⭐ Anastasia Amoroso | Managing Director, Chief Investment Strategist, iCapital ⭐Karen Finerman | CEO & Co-founder, Metropolitan Capital Advisors ⭐Jenny Van Leeuwen Harrington | CEO, Portfolio Manager, Gillman Hill Asset Management ⭐Bryn Talkington | Managing Partner, Requisite Capital Management ⭐Liz Young | Head of Investment Strategy, SoFi
Inspiring, dedicated, talented… These are just a few words that describe the 12 Hightower Advisors on Forbes’ Top Women Wealth Advisors Best-in-State ranking. Congratulations to these trailblazing women for their well-deserved recognition!
Hightower's Women & Well-th Forum has officially commenced! Bringing together inspiring, empowering and change making women from across the U.S., this event provides a space to share best practices for delivering wealth management advice and strong ideas in leading a practice built by and/or for women. There is power in community and these women are not only breaking glass ceilings but building bridges for the future.
We are honored to be awarded the ‘Private Equity-Backed Firm Of The Year’ by Wealth Solutions Report! The award goes to the top three PE-backed wealth management firms as measured by total number of assets, total number of client relationships, year-on-year growth metrics, and recent initiatives and achievements. A special thanks to THL Partners for your support and continued partnership.
