2018 HighTower Advisor Summit

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.

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.

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.

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.

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.

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.

HighTower's Weissbluth: Three trends impacting RIAs today

May 23, 2018 | Runtime: 2:12

It is getting increasingly difficult to be an RIA today. HighTower's Elliot Weissbluth offers some sound solutions for success. Plus, he looks back at what's changed in the industry over HighTower's first decade.

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.

The power of fixed income investing: Strategies for success

May 23, 2018 | Runtime: 1:48

What can you do to give your fixed income portfolio an edge? Jerry Klein of Treasury Partners at HighTower explains a few ideas.

 
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