Tag : HighTower

Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Hightower Launches 'Elevate,' a Virtual Business Enrichment Program
Fintech News

Hightower Launches ‘Elevate,’ a Virtual Business Enrichment Program

Fintech News Desk
by Fintech News Desk0
The virtual educational series is designed to help Hightower advisory businesses boost organic growth Hightower announced the launch of ‘Elevate,’ a 20-week virtual business enrichment program designed to help Hightower advisors master practical ways to propel their business forward through the current crisis and beyond. This online education series features......
Hightower's Nucleus Advisors Named to Barron's 2020 List of America's Top Private Wealth Teams
Fintech News

Hightower’s Nucleus Advisors Named to Barron’s 2020 List of America’s Top Private Wealth Teams

Fintech News Desk
by Fintech News Desk0
Hightower’s Nucleus Advisors has been ranked #41 on Barron’s 2020 list of America’s Top Private Wealth Teams, the second-annual ranking of U.S.- based wealth advisory teams that specialize in serving individuals and families. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Led by Managing Partner......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
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