Hightower, a Chicago-based hybrid RIA managing $61.6 billion, has acquired a stake in Hart Financial Group, an $800 million hybrid in Austin, Texas. Terms of the acquisition were not announced.
Founded in 1990, Hart Financial Group has 12 employees, including 5 advisers.
The investment in Hart Financial is Hightower's eighth transaction so far this year.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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