What exactly the CEOs of HighTower, Focus Financial and Dynasty Financial revealed when they shared a stage in Las Vegas
Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms
Schwab
|HighTower
|United Capital
|Focus Financial
|U.S. Trust
|LVW Advisors
|Buckingham
|Founders
Elmer Rich III
It would be professionally refreshing if serious, uncomfortable, difficult topics with data and evidence were discussed and reported but selling is always the priority. Fair enough.
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United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran
Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf
