Check out your Company Bowl for anonymous work chats.
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.
Here’s to an economy that defied the odds and made the glass half full in 2024! 🥂 Stephanie Link, our Chief Investment Strategist and Portfolio Manager, breaks it all down in a ThinkAdvisor column with contributor Zachary Christopher, CFA, Client Portfolio Analyst at Hightower. From a resilient economy to Fed’s policy shifts, and a housing resurgence on the horizon – we’re toasting to a year of bullish moves and savvy investments. Check out the full article:
Item #1 on our New Year’s Resolution list: Welcome Capital Management Group of New York (CMG) to the Hightower community! Previously affiliated with an independent broker-dealer, CMG now has access to Hightower’s suite of value-added resources and collaborative partnership among like-minded peers. This marks our first announced deal in 2024 and we are thrilled for Capital Management Group of New York to join the firm!
It was another busy M&A year for Hightower! We announced 12 deals – from forming new strategic partnerships and supporting our firms' sub-acquisitions to bringing new capabilities in-house. Our Chief Growth Officer Scott Holsopple shared his insights on the M&A landscape heading into 2024 with Wealth Solutions Report.
Hightower Chairman and CEO Bob Oros and Barbara Archer, Partner at Hightower Wealth Advisors | St. Louis, have been named to InvestmentNews’ 2023 Hot List, which recognized 100 industry leaders whose contributions have helped to shape the wealth industry. While Bob and Barbara take different approaches to shaping the industry, both rely on a common belief: well-th is more than money.
As we look back on 2023, increasing awareness of financial literacy through The Money Baggage podcast in partnership with Jo Franco was definitely one of our highlights. Many exciting things to look forward to in the new year – who else has Money Baggage in their Spotify wrapped?
Growth on tap! Hightower Chairman and CEO Bob Oros joined InvestmentNews’s Gregg Greenberg to discuss his lessons learned from years of financial industry experience as well as his partnership in a regional craft brewery. The common denominator in success: the customer. Bob discusses how Hightower has grown its offerings with client experience in mind.
The economy is humming along, according to Hightower Chief Investment Strategist Stephanie Link. She expresses a seasonal rally remains possible through the end of the year though it is undetermined what the potential catalyst will be. Listen into CNBC Squawk Box as Stephanie shares why she thinks interest rates have peaked and what names she is keeping an eye on.
Excited to welcome the great team at Resource Consulting Group (a $2.5B AUM, Orlando, FL based RIA) to Hightower Advisors!
