2018 HighTower Advisor Summit

What is return on life?

May 23, 2018 | Runtime: 1:04

Numbers are important, but planning toward your clients' goals can help create a longer-term relationship. Tim Scannell of Scannell Wealth Management Group at HighTower said that this helped him attract and retain more clients.

The rise of ESG investing

May 23, 2018 | Runtime: 1:48

ESG investing is going mainstream, but a lot of "fake funds" are jumping on the bandwagon. How can you make sure you invest in the right funds? Roman Ciosek of HighTower Westchester explains how to join the movement responsibly.

HighTower's Kuhlmey: It is better to have return of capital than return on capital

May 23, 2018 | Runtime: 1:43

Great decision making can power you, your business and your clients. HighTower's Matthias Kuhlmey explains the power of collective wisdom.

The power of corporate cash in your clients' portfolios

May 23, 2018 | Runtime: 2:13

We stand at the vanguard of a change in the corporate cash environment. How could this impact your fixed income portfolio? Richard Saperstein of Treasury Partners at HighTower explains.

What's at the core of a great family office?

May 23, 2018 | Runtime: 1:48

Despite the constant flux in the financial services industry, client service is critical for a great family office to thrive. Roger Shaffer of Shaffer Wealth Management at HighTower says it is all about going above and beyond.

CNBC's Scott Wapner: Money, power, greed and revenge is alive and well on Wall Street

May 23, 2018 | Runtime: 1:21

CNBC commentator Scott Wapner breaks down his new book, "When the Wolves Bite," and examines what it means for Wall Street.

Financial planning: One size does not fit all

May 23, 2018 | Runtime: 2:21

Your CEO client is different from your millennial client. Customization is critical in financial planning today. Denver Gilliand of DSG Wealth Management at HighTower offers some strategies for success.

How to build a niche with bio-tech executives

May 23, 2018 | Runtime: 1:51

Developing a niche can be hard, but developing a niche with entrepreneurial bio-tech executives can be even harder. Greg Sarian of The Sarian Group at HighTower was driven by his own personal experience with his mother to target these executives.

Preparing for the intergenerational wealth transfer tsunami

May 23, 2018 | Runtime: 2:08

Grove Mower of Hummer Mower Associates LLC says a tsunami is approaching and you need to get ready. He says you need to prepare your team and your clients with an agnostic, holistic approach or else you will lose assets.

280 CapMarkets' Gurinder Ahluwalia: How to power your practice with tech

May 23, 2018 | Runtime: 1:55

Advisers have so many technology options today, but how can you select the right technology. Gurinder Ahluwalia of 280 CapMarkets says the capital markets can be rather opaque. This makes great technology even more critical.

 
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Recent Events

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Wednesday, Jun 13, 2018
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