How Tony Robbins co-opted Elliot Weissbluth (and HighTower data) and vice-versa
A co-venture half-detailed by this unlikely couple of Type A-plus go-getters may set the stage for a wider collaboration -- perhaps a co-robo
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Elliot S. Weissbluth, Hightower Advisors mastermind, cashes out and vacates chairman role as Pershing's ex-CEO Lisa Dolly takes a board seat
The Chicago rollup's founder got paid better by doing the second-stage exit and the new cast on the Board also includes Bob Oros ascending to chair and Darrell Horn of Green Square Wealth Management joining
February 19, 2021 at 8:58 PM
As Bob Oros-led HighTower reboots, it bags an ex-Goldman RIA, hires two, makes a CMO imminent, and clarifies mission
The new CEO will need to somehow weave together the debris of the first roll-up run and the new one to the satisfaction of RIAs and the hundreds of people already inside the HighTower umbrella
March 20, 2019 at 11:32 PM
HighTower gets a new CEO, to be revealed later, as Elliot Weissbluth moves upstairs
Elliot Weissbluth's move upstairs ends an era, as Thomas H. Lee's reign begins in earnest, and Mark Cabezas comes in as M&A head.
September 13, 2018 at 2:21 PM
The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover
Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation
October 16, 2020 at 7:49 PM
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Carson Group
Consulting Firm
Top Executive: Ron Carson
Jeff Spears
Don’t underestimate Tony Robbins. He is a proven winner. His insights into the wealth management industry are damning and should be adopted by independent advisors as they compete against Wall Street.
My only concern is that Tony and Elliott fall into the conflicted solution of the leading “coaches” in the RIA business.
Hope to finish Ton’s book over the break.
Maria Marsala
This, IMO, is just want the industry needs — an infusion of a well-respected thought leader. Even if what they’re doing doesn’t succeed (and “Tony usually has A, B, C and D plans for each venture) what he brings to the future of the industry, will be priceless.
