Succession Planning 101: How to Build a Foolproof Plan

by on September 04, 2019

Whether you’re an advisory group looking to scale or a firm principal nearing retirement, finding the right strategic investor for your business has implications for the future of your client relationships, your practice and your own personal wealth. Firm owners interested in finding the right strategic partner should consider what they can do to make […]

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How Operational Support Helped One HighTower Practice Grow

by on August 28, 2019

Advisors want to take their businesses to the next level. But that aspirational growth can be hindered by the day-to-day challenges of running a business. At the 2019 HighTower Advisor Summit, advisor Patrick Fruzzetti of HighTower’s The Rosenau Group spoke at length about how HighTower’s infrastructure and service teams have helped the group grow. (Watch […]

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5 Exciting Ways Women Are Changing the Face of Finance

by on July 03, 2019

Women are notably underrepresented in the financial advice industry: according to InvestmentNews’ groundbreaking 2018 study, Defining the ‘Female Effect’ on Advice, just 34 percent of U.S.-based financial advisors are female. Yet, according to Lauren Pearson of the Somerset Advisory Group, this mighty minority is poised to have a significant impact on the advisory business moving […]

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HighTower’s Abby Salameh on Brand Building, Bandwidth and Holding Yourself Accountable

by on June 19, 2019

Marketing is a tricky business – one that’s especially hard to keep up with while running a successful advisory practice. Between client work and time-consuming back-office operational tasks, many RIAs simply don’t have bandwidth to focus on utilizing the latest marketing trends and tactics. Chief Marketing Officer Abby Salameh’s number one suggestion to advisors looking […]

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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.