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Articles tagged "Papedis"

Mike Papedis: It shouldn't be surprising that high-caliber advisors have a following, too.

After a five-month deal-making hiatus, HighTower adds a couple of advisors and hints at a busy 2013
The serial buyer nabs a combined $400-million of tuck-ins-as-partners after a deliberate breath-catching and a financing no-go

Monday 1.14.13
Jeff Leventhal: One lawsuit in a lifetime is enough. I followed the protocol to the T.

HighTower extends its winning streak of luring breakaways near the nation's capital
The Chicago aggregator has already tied last year's annual recruiting with more than three months to pad the mark

Wednesday 9.21.11
Mike Papedis: HighTower has had five 'eighth-inning' conversation in the last two weeks with with wirehouse teams with a combined $9 billion of assets.

Three telling conversations about where the RIA business is headed
In which RIABiz editor Brooke Southall talks with a recent widow in search of an advisor, the recruiting director of HighTower and the CEO of Focus Financial and gains a snapshot of the RIA arena, circa summer 2011

Thursday 7.14.11
Jeff Grinspoon faced one interesting breakaway challenge relating to his 100 year-old grandmother.

Big Morgan Stanley team on the Beltway hightails it to HighTower on second thought
The learning curve required for complete independence looked unpalatable when it came to decision time

Wednesday 7.13.11
Brian Amidei: We’ve gotten flowers and chocolate-covered strawberries.

HighTower wins a Palm Desert Merrill Lynch team in lightning fashion
Amidei, a former gas station owner and bond trader, knew what he wanted and acted fast

Monday 5.9.11
Mike Papedis: Elliot [Weissbluth CEO of HighTower] and I have been all over the country and getting sleep-deprived.

HighTower hires top recruiters from Schwab and LPL to help populate five new offices
Explosive West Coast growth -- including new offices in Portland, Scottsdale, LA and San Diego -- coupled with openings in Washington DC and Boston demands hiring more recruiters for more bandwidth

Friday 12.3.10
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Most Emailed Stories »

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Story » Ted Madden: We saw this great opportunity to integrate this business and really capture the full power of Fidelity and focus on growing the business with advisors.Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisorsRead 
Story » Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
Story » Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Story » Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
Story » Alan Markarian: We're the largest commercial bank focusing on this need.How U.S. Bank appeared on the scene as an RIA custodian and where it might find love