From InvestmentNews
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Summary: HighTower Advisors added a record eight teams during the first half of the year, attracting $2.54 billion in assets by either buying advisory businesses or folding them into a platform where owners give up a portion of revenue for services in technology, investment research and compliance.
From On Wall Street
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Summary: We no longer live in a society where you work the same job at the same company for 30 years and then retire. More often than not, people change for a growth opportunity, or they don't put too much thought into it and simply decide to move elsewhere.
From Financial Planning
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Summary: For millennials, financial literacy is under taught and its value under appreciated, says Julia Buchholz, a senior at the University of Illinois Urbana-Champaign.
From On Wall Street
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Summary: Forget too big to fail. For adviser Larry Watts the wirehouses are too big to care. At 60, he decided Morgan Stanley was stifling his career. Watts says he wanted to focus his attention on clients, not navigating bureaucracy or worrying about changes to a compensation plan.
From InvestmentNews
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Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
