| Date | Title | Description |
| 05.03.2026 | Hightower Advisors: $5 Billion AUM Firm Journey Strategic Acquired | Hightower Advisors has agreed to acquire Journey Strategic Wealth in a deal that will add about $5 billion in assets under management to its Hightower Signature Wealth platform, marking the first external acquisition for the W-2 advisor cha... |
| 01.03.2026 | Women's Wealth Boom: Seizing the Trillion-Dollar Investment Era | Women are poised for an unprecedented financial surge. The "Great Wealth Transfer" will channel trillions in wealth, significantly boosting their economic power. U.S. investable assets controlled by women are forecast to nearly do... |
| 27.02.2026 | 5 Things to Know
Netflix drops its WBD bid, Block layoffs, Anthropic’s DOD deadline and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Friday. I spent last night watching a love triangle play out in the Broadway musical “Chess.” So, it’s only fitting that we bring you t... |
| 26.02.2026 | Women’s wealth is expected to boom: Where they are investing and how they can maximize returns | Cerulli Associates sees $105 trillion in wealth getting passed down to heirs through 2048.
Women’s investable assets in the U.S. are expected to nearly double by 2030, the consulting firm found.
Women should make sure they have the right ba... |
| 15.12.2025 | Union Pacific will be a double-digit earnings story in 2026, Hightower’s Stephanie Link says | - |
| 23.10.2025 | Everyone is waiting for Friday’s big inflation report. Here’s what to expect | The Friday release of September’s consumer price index report is pretty much the only game in town this month for a Wall Street that is hungry for data, raising the chances for it to be a market-moving event.
The report, which was supposed ... |
| 04.08.2025 | How to create an ETF investment strategy. You’ll need it when markets get ‘crazy,’ advisor says | Exchange-traded funds have attracted new investors because of lower associated costs and tax advantages, financial advisors say.
The baskets of securities can also be bought and sold during the day.
Despite that flexibility, it’s important ... |
| 20.05.2025 | Hightower: Strategic Investment In $3.8 Billion Wealth Practice Firm Lindbrook | Hightower announced that it has invested strategically in Lindbrook Capital, a financial planning and wealth management practice with about $3.8 billion in assets under management and offices in Los Angeles, Calabasas, California, and New Y... |
| 08.01.2025 | On Criminalizing Business Losses in Hindsight | Share
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Prosecutors are testing the bounds of the “right to control” theory against Nevin Shetty, a former CFO facing wire fraud charges for Shetty’s $35 million investment of company funds in a stablecoin cryptocurren... |
| 16.12.2024 | Hightower Invests In $800 Million Wealth Management Firm Dechtman | Hightower announced that the firm has invested strategically in Dechtman Wealth Management, a financial planning and wealth management practice with $800 million in assets in the Denver area.
Dechtman Wealth Management is a comprehensive we... |
| 05.11.2024 | Hightower: Strategic Investment In $1.1+ Billion Wealth Management Team FPIS | Hightower announced that it has invested strategically in Financial Planning and Information Services (FPIS), a wealth management and financial planning team in De Pere, WI, with over $1.1 billion in assets under management.
Led by second g... |
| 03.11.2024 | NEPC: Hightower Acquires Majority Investment | Hightower announced it will acquire a majority interest in NEPC, a leading investment consultant and outsourced chief investment officer (OCIO). Combining under a common parent company will enable each organization – NEPC and Hightower Advi... |
| 22.10.2024 | NEPC Receives Strategic Investment from Hightower | NEPC, a Boston, MA-based investment consultant and outsourced chief investment officer (“OCIO”), received a strategic investment from Hightower.
The amount of the deal was not disclosed.
The company intends to use the funds to expand their ... |
| 03.01.2023 | India-based Quest Investment Advisors closes $59m Category III AIF fund | Indian equity investment firm Quest Investment Advisors has closed its second Category III Alternative Investment Fund (AIF) at $59 million, per an announcement.
More than 400 investors, including high-net-worth individuals (HNIs) and ultra... |
| 02.08.2022 | Kotak Investment Advisors launches new fund of funds, intends to raise ₹1,500 crore | Kotak Investment Advisors announced the launch of Kotak India Alternative Allocation Fund.
It is a fund of funds to invest in other private equity and venture capital funds besides direct investments in companies.
The company aims to divers... |
| 20.06.2022 | Kotak Investment Advisors Announces $590 Mn Platform With ADIA | |
| 31.05.2022 | ASK Property Investment Advisors Announces the Initial Closure of INR 610 Cr Of Its Real Estate Fund | - |
| 18.01.2022 | Melody Investment Advisors Closes on $1.95 Billion Communications Infrastructure Fund | NEW YORK, Jan. 18, 2022 /PRNewswire/ -- Melody Investment Advisors LP ("Melody"), an alternative asset manager focused on mission-critical communications infrastructure, announced today the final close of Melody Communications Inf... |
| 07.10.2021 | HighTower Advisors LLC : Market Rotation Favoring Active Management | Well-th Blog Market Rotation Favoring Active Management
By Hightower Advisors / 2021-10-07
Responding to Inflation: Rising Rates, Pricing Power and Infrastructure
We've written about the positives in the economy and have been impressed with... |
| 24.08.2021 | Hightower Makes Strategic Investment in Investment Security Group | Hightower announced it has made a strategic investment in Investment Security Group, Inc., a Denver-based wealth management firm with $800 million in assets under management. As part of Hightower, Investment Security Group will leverage the... |
| 04.08.2021 | Hightower : Surpasses $100 Billion in Assets Under Management | CHICAGO, Aug. 4, 2021 /PRNewswire/ -- Hightower today announced that it has surpassed $100 billion in assets under management (AUM) after more than two years of a refreshed strategy, rapid transition and growth for the firm. As of June 30, ... |
| 04.08.2021 | Melody Investment Advisors : Announces Proposal to Purchase All of Landmark Infrastructure Partners' Assets for $16.25 Per Common Unit in Cash | NEW YORK, Aug. 3, 2021 /PRNewswire/ -- Melody Investment Advisors LP ("Melody"), an alternative asset manager focused on mission-critical communications infrastructure, announced today that it has submitted a proposal to purchase ... |
| 15.06.2021 | Hightower Receives Conditional Approval for Hightower Trust Company, a Nationally Chartered Trust Bank | |
| 07.06.2021 | Hightower's Leah Jones Named to InvestmentNews' 2021 '40 Under 40' List | |
| 02.06.2021 | India’s Kotak Investment Advisors launches pre-IPO fund, looks to raise $274m | Premium
Kotak Investment Advisors Ltd (KIAL), the alternative assets arm of the Kotak Mahindra Group has launched a pre-IPO fund — the Kotak Pre IPO Opportunities Fund.
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| 13.04.2021 | Hightower Announces Intention to Offer $300 Million of Senior Notes | |
| 24.03.2021 | 7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors | |
| 25.02.2021 | Fairport Wealth Announces 2021 Community Beacon Recipient | CLEVELAND, Ohio, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According ... |
| 03.12.2020 | THL Closes Secondary Transaction with Hightower | |
| 14.09.2020 | 6 Hightower Advisors Named to Barron's 2020 List of Top 100 Independent Wealth Advisors | |
| 01.09.2020 | Argent Wealth Management Receives Strategic Investment from Hightower | Hightower made a strategic investment in Argent Wealth Management, a $1.7 billion advisory practice based in Waltham, Mass.
The transaction, whose amount was not disclosed, is expected to close in the 4th quarter of 2020, subject to regulat... |
| 16.01.2020 | The hidden costs of spending winters in the sun mean most 'snowbirds' are wealthy retirees, but they aren't the only ones who can do it | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Retirement The hidden costs of spending winters in the sun mean most 'snowbirds' are wealthy retirees, but they aren'... |
| 20.08.2019 | Lexington Wealth Management Receives Strategic Investment from HighTower | Lexington Wealth Management (LWM), a Lexington, Mass.-based advisory group that serves entrepreneurs, executives, professionals, affluent women, high-net-worth individuals and families, received an investment from HighTower.
The amount of t... |
| 30.04.2019 | HighTower Invests in LourdMurray | HighTower today announced it has made a strategic investment in LourdMurray, a newly merged California-based wealth management group that serves ultra-high net worth individuals, families and institutional clients across the United States. ... |
| 29.04.2019 | LourdMurray Receives Strategic Investment from HighTower | LourdMurray, a Beverly Hills-California-based wealth management group, received a strategic investment from HighTower.
The amount of the deal was not disclosed.
The company intends to use the funds to accelerate its expansion strategy.
Led ... |
| 17.04.2018 | THL-backed HighTower to Buy Salient Private Client | HighTower, one of the nation’s largest Registered Investment Advisors, today announced it has signed a definitive agreement to acquire Salient Private Client, the wealth management business of Salient Partners, L.P. As part of the proposed ... |
| 26.10.2017 | Term Sheet — Thursday, October 26 | DATA CRAZE
Good morning, Term Sheet readers.
Paid Content What you need to know about growing cyberattacks From ExtraHop
On Wednesday, the firm announced an operating system for early-stage investing called “capital-as-a-service.” Put simpl... |
| 25.10.2017 | THL to Recap HighTower | HighTower, one of the nation’s largest Registered Investment Advisors, today announced it has signed a definitive recapitalization agreement under which funds affiliated with Thomas H. Lee Partners, L.P., a premier private equity firm, will... |
| 27.07.2017 | ASK Property Investment Advisors raises INR5.3bn | View the latest capital raises |
| 13.04.2017 | HighTower to Acquire WealthTrust from Lee Equity | HighTower announces its intent to acquire WealthTrust, which includes $6.4 billion in client assets nationwide. The transaction is the largest in HighTower’s history, bringing the company’s total client assets to nearly $46 billion—an almos... |
| 13.04.2017 | HighTower to Acquire WealthTrust from Lee Equity | HighTower announces its intent to acquire WealthTrust, which includes $6.4 billion in client assets nationwide. The transaction is the largest in HighTower’s history, bringing the company’s total client assets to nearly $46 billion—an almos... |
| 14.04.2016 | Exclusive: India-based Multiples Investment Advisors’ new fund gets IFC investment, to target $600m corpus | Premium
Multiples Alternate Asset Management Pvt Ltd., the Mumbai-based private equity firm founded by Renuka Ramnath, is raising a fund with a targeted corpus of between $550 million and $600 million, its biggest ever.
Continue reading thi... |
| 14.01.2016 | Lawsuit accuses Twitter of not being tough enough on ISIS | Widow of man killed by ISIS alleges that Twitter "knowingly permitted" the group to use its network
After the recent terror attack in San Bernardino last month, many were quick to jump on social media for having apparently been us... |
| 02.08.2006 | BTS Investment Advisors closes $80m India fund | Anchor investors are the State Secretariat for Economic Affairs of Switzerland acting through the Swiss Investment Fund |
