In the registered investment advisor world, multi-family offices are showing the strongest growth trends among high-net-worth investors, research released by Cerulli Associates shows. But it’s still a tough business, senior analyst Robert Testa...
Another veteran Merrill Lynch advisor has jumped ship for national RIA HighTower. Last Friday Charles S. Holt officially joined HighTower’s Pagnato-Karp Group in Reston, Va. as a HighTower partner and managing director.
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