Morning Memo
 
Wealth Management Morning Memo

MAY 17, 2024

Offers For Hightower Weren’t High Enough For THL Partners

The firm pulled Hightower back from the market after failing to find a buyer willing to meet its multiple, and is now considering layoffs, sources say.

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Cetera Beefs Up Advisory Solutions Team

The firm recently expanded the team building out Cetera's RIA services.

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DIAMOND PODCAST FOR FINANCIAL ADVISORS

How NorthRock Built a $6B+ Firm By Listening to Clients

NorthRock Partners CEO and founder Rob Nelson shares his formula for mastering excellence and creating a superstar enterprise

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HIGH NET WORTH

Penalties Properly Assessed for Failure to File Form 5472

Appeals court hands out win to IRS regarding filing requirements of foreign corporations.

FULL ARTICLE

WEALTHSTACK

Meet Your Clients On Social Media In Your Own Voice

Successful online marketing for advisors requires flexibility, dedication and “unapologetically being yourself.”

FULL ARTICLE

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