Hightower, a Chicago-based hybrid that takes stakes in other wealth management firms, has made an undisclosed investment in Investment Security Group, a Denver-based registered investment adviser that manages $800 million.
Founded in 1992, Investment Security Group’s principals are Mitch Powers, its chief executive; Barbara Krause, its chief financial officer; Marc Friedman, chief compliance officer; and Odette Sahakian, chief marketing officer. It has ten employees, including six advisers.
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.
