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Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. [1] In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. [2] Harris myCFO provides a variety of services including investment advisory and family office services.
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. 2020 Avantax acquired all of the issued and outstanding common stock of HFKS. 2021 Avantax announced the rebranding of HKFS to Avantax Planning Partners. 2023
An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...
State Street Global Advisors (SSGA) is the investment management division of State Street Corporation founded in 1978 and the world's fourth largest asset manager, [2] with nearly US$4.1 trillion in assets under management as of December 31, 2023. [3]
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