Hightower Advisors, a Chicago-based registered investment adviser whose collection of firms manage $101 billion, has taken an undisclosed stake in Landsberg Bennett Private Wealth Management, an RIA managing $1 billion in Punta Gorda, Florida.
Founded in 2012, Landsberg Bennett is led by principals Michael Landsberg, Lew Bennett and Anthony Dubbaneh. Its 14 employees include five 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.