Chicago-based registered investment adviser Hightower has acquired Highland Private Wealth Management, a $1.2 billion wealth management firm in Bellevue, Washington.
Terms of the transaction were not disclosed.
Highland, which was founded in 1999, focuses on high-net-worth individuals and families. It has 18 employees, including five advisers, led by its CEO and founder, John Christianson.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.