Hightower, the Chicago-based stakeholder in several wealth management firms, has made an investment in Altium Wealth Management, a Purchase, New York-based registered investment adviser managing $2.7 billion.
The specifics of Hightower's investment were not disclosed.
Altium specializes in low-cost, tax-efficient investing and offers a proprietary direct indexing tool which will be made available to Hightower advisers.
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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