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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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.
