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Mass. Advisor Sues Hightower, Alleging Age Discrimination

Morning Memo
 
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Wealth Management Morning Memo

AUGUST 6, 2024

Mass. Advisor Sues Hightower, Alleging Age Discrimination

Patrick Donachie

Glenn Frank alleges that the leaders of his firm told him he would “be removed from his clients’ service teams” immediately if he didn’t take a subordinate role to younger advisors, according to the suit.

FULL ARTICLE

What's in My Model Portfolio?

Carnegie Investment Counsel: Keeping It Simple with a 70/30 Allocation

Elaine Misonzhnik

CEO Richard Alt explains the firm’s straightforward investment philosophy.

FULL ARTICLE

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Focus Brings $3.6B HoyleCohen Into Colony

Diana Britton

HoyleCohen is the latest to be merged into The Colony Group as part of Focus Financial Partners' consolidation strategy.

FULL ARTICLE

RPA

How Will the End of the War for Talent Affect 401(k) Plans?

Fred Barstein

The proverbial toothpaste is out of the tube.

FULL ARTICLE
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