A $550 million team has joined LaSalle St., bringing 53 years of industry experience to the firm’s network and platforms.
The RIA, EA Horwitz & Associates, was founded in 1970 by Gerald Horwitz and comprises a 13-member multigenerational team based in Deerfield, Illinois, with offices in Arizona, Florida, Louisiana, and Ohio.
“Our firm has evolved significantly over the years, and we are thrilled to start this next chapter of our growth with LaSalle St.,” Horwitz said. “We needed a partner who understood and respected our culture, approach, and dedication to our history, that simultaneously positioned us for the future. Working with and getting to know the entire LaSalle St. team over the past many months has reinforced we made the right choice for our firm and clients.”
The firm was previously an OSJ with Western International.
“The firm’s team has built a sustainable, scalable business with close client relationships, and we are thrilled to have the opportunity to support their current business as well as their going forward expansion,” said LaSalle St. chief marketing officer Mark Contey.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound