Hightower, the Chicago-based registered investment adviser that invests in other RIA firms, has taken a stake in Private Vista, an RIA with offices in Chicago and Oak Brook, Illinois, that manages $1.5 billion.
Details of the arrangement were not disclosed.
Private Vista was established in 2016 with the merger of two advisory businesses. It currently has 34 employees, including 20 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.
