Financial advisor Michael Policar launched an RIA with a heretical approach toward the gospel of growth that’s often dogma in wealth management. Processing Content After three years with Hightower — ...

Chicago-based Hightower spans 122 advisory practices with $104 billion in assets under management. It filed a lawsuit against an advisor who left the firm in 2021. Under a change in strategy and ...

I help people turn toward more emotionally satisfying lives by providing a safe, non-judgmental, and compassionate atmosphere that facilitates growth. Do you feel as though you are merely surviving ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

As private equity-backed RIA aggregators continue to gobble up market share in the wealth management space, the evolution of some firms is starting to resemble the same wirehouse model that advisers ...