Research
FORUM TRANSCRIPT

Hightower Advisors – Operating Environment & M&A Outlook

  • Private Equity
  • Financials
  • North America
PREMIUM

Specialist

Former executive director at Hightower Advisors LLC

Agenda

  • Operating environment for Hightower, noting advisor acquisition and retention costs
  • M&A expectations in the near-to-long term, focusing on the current macro environment
  • Competitive dynamics in the RIA (registered investment advisor) aggregator industry and advisor churn
  • Outlook for Q4 2022 and beyond, including developing trends for advisors

Questions

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