MAY 1, 2019

INDUSTRY

HighTower's Plan to Double In Size? The Same as Everyone's

Michael Thrasher

The firm has officially forgone its original partnership model and is now solely focused on providing capital and support services to RIAs.

FULL ARTICLE

INDUSTRY

Integrated Partners’ New Secret Weapon: Planning for Business Owners

Diana Britton

The hybrid RIA expects to add $1 billion in assets in the next year from helping business owners sell.

FULL ARTICLE

The Daily Brief

HIGH NET WORTH

Seagram's Heiress Admits Guilt in Charges Stemming from Sex Cult

Patrick Donachie

Clare Bronfman reportedly used millions from her family's Seagram's liquor fortune to help bankroll a self-help organization that operated as a sex cult.

FULL ARTICLE

RETIREMENT PLANNING

Survey: Some Millennials Hope for Lottery Winnings to Fund Retirement

Patrick Donachie

A new report from investment app Stash finds that one-in-five millennials expect to be working during retirement and are wary of investing.

FULL ARTICLE

INDUSTRY

New RIA Firm Partners With Wells Fargo's First Clearing Custody Service

Patrick Donachie

In 10 years at Wells Fargo Advisors, David H. Hohimer and his team managed more than $650 million in client assets.

FULL ARTICLE

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The Daily Brief