Check out your Company Bowl for anonymous work chats.
That’s a wrap for Investment Forum 2024! A heartfelt thank you to all our advisors, sponsors, and speakers who joined us. We hope you gained valuable insights into the U.S. and global economic outlook and market trends, and had the opportunity to connect with fellow investment professionals across Hightower.
Hightower Advisors has announced a strategic investment in NEPC, a leading investment consultant and outsourced chief investment officer (OCIO) based in Boston, Massachusetts. By integrating NEPC’s institutional research and investment capabilities into its existing wealth management solutions, Hightower aims to expand its ability to provide sophisticated investment opportunities and advice across asset classes. This acquisition creates a combined firm with over $1.8 trillion in assets under advisement (AUA) and $258 billion in assets under management (AUM) as of June 2024.
In recognition of Cybersecurity Awareness Month, we want to highlight one of the most vulnerable groups to online fraud: the elderly. It is crucial to educate your elder loved ones about online and in-person scams and how to recognize red flags. You may also want to consider installing fraud and identity theft protection software on their devices to provide extra security against online financial threats.
Last week, we welcomed our field professionals to the Pinnacle Conference at the Pendry Hotel in Chicago. We enjoyed the opportunity to network and share insights on topics ranging from enhancing client relationships to optimizing marketing strategies, all while keeping the theme of building trust in mind. Thank you to all our speakers, sponsors, and field professionals who attended!
Hightower Advisors announces that it has facilitated a partnership between its New York and Connecticut-based associated team, Altium Wealth Management, and Kimberly Clouse, an established family wealth advisor in the Boston area. This partnership will enable both Altium and Hightower to enhance their ability to deliver customized, client-centric wealth advisory services to high-net-worth clientele across the country. The partnership brings Altium’s total AUM to over $6 billion.
Kicking things off this morning at Pinnacle with breakfast and some uplifting remarks on the power of building trust, through empathy and honesty from motivational speaker Carrie Grace Simpson. Looking forward to a great day filled with learning and collaboration!
This September, we celebrate Healthy Aging Month by recognizing the importance of staying healthy both physically and mentally. As our bodies change as we grow older, it is important to be proactive with our health and create habits that align with the needs of our bodies. During September we encourage older adults to stay active in both their minds and bodies and to seek regular checkups with their physicians to maintain a healthy lifestyle. Listen to our episode on healthy aging on the “Keeping the Well in Well-thy” podcast
Is it ever too early to teach kids about money? In this episode of Money Baggage, our host take a look into how we’re setting up our youth when it comes to creating that money mindset at a young age. Listen to the episode here, or wherever you get your podcasts!
Our Philanthropy Committee partnered with Back 2 School America and provided our Hightower Advisors employees in the Chicago office with the opportunity to assemble school kits for high school students in need. We enjoy having events throughout the year to give back to our community.
Today, on Women’s Equality Day, we celebrate the significant milestones that have empowered women with voting rights and greater workplace opportunities. However, the journey towards true equality continues. At Hightower, we are dedicated to driving change within our industry and are committed to creating an inclusive, collaborative, and diverse environment where every woman can thrive. In honor of the remarkable women at Hightower, we are excited to share some images from our recent Women & Well-th Forum. This annual event brings our female advisors together to network, share ideas, and offer valuable advice. Please join us in celebrating these impactful women at Hightower!
