WealthManagement Edge

Before advisors can run, they have to crawl first.

The deal with Charles D. Hyman & Company represents Hightower’s second transaction this year.

The firm, co-founded by serial entrepreneur Jud Mackrill, seeks to fill RIA firms' need for business intelligence, data consolidation and integration.

Chief executives at some of the largest and fastest-growing RIAs in the country argue for the need to institutionalize business development.

Take advantage of the full menu of options when going independent.

The lead enrichment provider also won a Wealthie award, CAIS has a new CTO and feature updates at interVal.

Focus initially pulled the deal last month amid the global market tumult that curbed debt issuance. The relaunched transaction essentially has the same terms.