A $550 million team has joined LaSalle St., bringing 53 years of industry experience to the firm’s network and platforms.
The RIA, EA Horwitz & Associates, was founded in 1970 by Gerald Horwitz and comprises a 13-member multigenerational team based in Deerfield, Illinois, with offices in Arizona, Florida, Louisiana, and Ohio.
“Our firm has evolved significantly over the years, and we are thrilled to start this next chapter of our growth with LaSalle St.,” Horwitz said. “We needed a partner who understood and respected our culture, approach, and dedication to our history, that simultaneously positioned us for the future. Working with and getting to know the entire LaSalle St. team over the past many months has reinforced we made the right choice for our firm and clients.”
The firm was previously an OSJ with Western International.
“The firm’s team has built a sustainable, scalable business with close client relationships, and we are thrilled to have the opportunity to support their current business as well as their going forward expansion,” said LaSalle St. chief marketing officer Mark Contey.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income