Sister-brother duo managing $500 million at Northwestern Mutual goes RIA

Sister-brother duo managing $500 million at Northwestern Mutual goes RIA
High Note Wealth in Minnetonka, Minn., will custody at Schwab, use Dynasty platform.
NOV 21, 2019
Katherine Forrester Schneewind and her brother, Michael Forrester, who managed $500 million at Northwestern Mutual in the Minneapolis area, have formed High Note Wealth, an RIA firm based in Minnetonka, Minn. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm will custody assets at Schwab and will use the technology platform of Dynasty Financial Partners. [Recommended video: Who are the 2019 InvestmentNews Women to Watch?] Ms. Schneewind, who serves as the firm's CEO, joined Northwestern Mutual in 1997. Mr. Forrester, who serves as the firm's chief investment officer, joined Northwestern Mutual in 2011.

Latest News

Why strategy matters more than performance
Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.

When Growth Outruns the System
When Growth Outruns the System

According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality

SEC to lose Hester Peirce, deepening a commissioner crisis
SEC to lose Hester Peirce, deepening a commissioner crisis

The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.

Florida B-D, RIA owner pitches bold long-term plan to sell to advisors
Florida B-D, RIA owner pitches bold long-term plan to sell to advisors

IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.

Fintech bytes: Vanilla, Wealth.com forge new estate planning partnerships
Fintech bytes: Vanilla, Wealth.com forge new estate planning partnerships

Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.

SPONSORED When Growth Outruns the System

According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality

SPONSORED Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.