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Registered Rep.
February 9, 2015
Diana Britton |
Private Equity Buyer to Give NorthStar M&A Firepower Selling to a private equity firm was not the only option the executives at NorthStar Financial Services Group were considering when two of its owners, Michael Miola and Lana Clarke, wanted to sell their shares and retire.   |
Registered Rep.
May 27, 2015
Diana Britton |
The Clarke Clan Todd and Eric Clarke lead NorthStar Financial Services, a firm co-founded by their father W. Patrick Clarke and grown over the years into a major player in the independent advisory space. |
Registered Rep.
June 1, 2015
Diana Britton |
Seven Things You May Not Know About the Clarke Family This month, we profiled the Clarke clan and how the family built the business over the years. Here are seven things you may not know about the Clarke brothers and NorthStar. |
Investment Advisor
June 1, 2011
James J. Green |
Agents of Change Envestnet has placed itself squarely at the crossroads of the major issues facing advisors. Its tools will help advisors tackle those issues, leading to growth for all. |
On Wall Street
July 1, 2010
Frances A. McMorris |
Confusion Reigns Among Wirehouse Advisors On The Fiduciary Issue With all the frenzy over the call for a universal fiduciary standard for all financial and investment advisors, it appears that those in the wirehouses don't really understand the debate. |
Financial Planning
November 1, 2012
Donald Jay Korn |
High-Octane Expansion: Hightower Advisors Has a New Growth Plan HighTower has gotten a big boost by working with independents. Can it keep up the momentum? |
Registered Rep.
November 5, 2012
Diana Britton |
Comings & Goings: November 2012 Bank of America Merrill Lynch has appointed Keith Glenfield as head of the alternative investments group... Jason Berkowitz has joined the Insured Retirement Institute... The Financial Planning Association has elected Janet Stanzak... |
Registered Rep.
November 22, 2013
Mindy Diamond |
The Best Laid Plans When it comes to planning for their clients, most financial advisors are focused, detail-oriented, strategic thinkers. When it comes to their own career planning, however, many folks take more of a ready, fire, aim approach. |
Investment Advisor
August 2009
James J. Green |
Free It's the concept and reality of joining a true partnership that has led some of the biggest advisors at the biggest Wall Street firms to join HighTower Advisors. |
InternetNews
April 13, 2009
Sean Michael Kerner |
Google Update Goes Open Source for Privacy Project Omaha makes its way into the open source community as Google seeks to quell privacy concerns. |
On Wall Street
March 1, 2013
Samantha Allen |
HighTower Aims to Lure Top Names with Home Office Visit HighTower Advisors has steadily worked to carve out a role as an emerging boutique firm through its high-profile advisor recruitment wins. Many prospective hires are attracted after their first home-office visit. |
Insurance & Technology
November 4, 2009
Anthony O'Donnell |
Mutual of Omaha Adopts iPipeline IGO e-App The contract calls for Mutual of Omaha to deploy full iGO electronic applications and drop tickets for its term life business. |
The Motley Fool
December 9, 2011
Dan Caplinger |
Has NorthStar Realty Finance Become the Perfect Stock? If it can use the current favorable environment to boost its cash from operations, NorthStar could get closer to perfection in the next year. |
BusinessWeek
June 10, 2010
Netty Ismail |
Patrick Walujo's Indonesian Adventure The investor and his private equity firm, PT Northstar Pacific, is a premier dealmaker in an economy that's thriving while most others aren't. |
Registered Rep.
January 3, 2012
Jerry Gleeson |
Raiders of the Wirehouse Ark The emergence of HighTower as a major player in the independent space also dovetails with the changes that have shaken the wirehouse industry since the 2008 financial crash. |
Investment Advisor
August 2009
James J. Green |
Editor's Note: Change Partners Some thoughts from the editor of this publication on the current state of the financial advisory business. |
Investment Advisor
March 2008
James J. Green |
Fast Growing RIAs Tied to Breakaway Brokers A new study commissioned by Fidelity Investments of the fastest growing RIA firms found that firms that grew their assets under management by more than 100% over the past three years have a lot of common factors. |
