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AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
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Feb 11, 2025
Larry Restieri and Bob Oros Hightower
Career MovesHightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down
Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Oros as Hightower's CEO this spring.
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See AllRIA Edge Podcast: Redefining Growth in Wealth Management
Steward Partners’ Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.
Growth StrategiesStrategic Planning for RIAs: Setting a Foundation for Growth and Success
A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.
RIA EdgeRIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track
Focus CEO Michael Nathanson details the firm's evolution from a consortium of independent companies to a "hub" organization strategy.
Trusts & Estates
Latest Digital Edition
Trusts & Estates: February 2025 Digital Edition
Feature on Ultra-High-Net-Worth Families & Family Offices
RPA
Open, honest and candid discussion about forfeiture lawsuits, January job growth, Empower's wealth unit, advisor use of AI and more.
RPA
A recent lawsuit filed by Schlichter against Charter Communications’ DC plan with over $7 billion and 100,000 participants, is one of many.
Business Planning
Strategic Planning for RIAs: Setting a Foundation for Growth and SuccessStrategic Planning for RIAs: Setting a Foundation for Growth and Success
A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.
Professional Development
The Diamond Podcast for Financial Advisors: What's on the Mind of Elite Advisors and Teams?The Diamond Podcast: What's on the Mind of Elite Advisors?
What drives the industry’s top advisors and teams? This industry update with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
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