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Hightower Advisors brings a high-end slice of RIA custody in-house by retrofitting a Texas bank and poaching a Schwabie

The Chicago RIA rollup reports regular wins of UHNW as it hits $100 billion of AUM and holding assets in trust can build on that ultrahigh niche, CEO says

Author Lisa Shidler July 22, 2021 at 8:27 AM
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Tanya Simpson left Schwab's trust unit to head up Hightower's trust company.

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