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.
Saba pushed; the justices pushed back - and the SEC keeps the gavel.
Two restrictive covenants gone in one ruling - and the drafting flaw is everywhere.
Clients' everyday realities, anxieties, and aspirations naturally change as they go up the wealth scale – and that has profound implications for advisors helping them find what "enough" really means.
The RIA technology giant's new office features a fitness center, café and outdoor community spaces, including a beehive, picnic area and herb garden for over 100 employees.
Liquidity risk overtakes access as the top concern for E&Fs as private markets dominate portfolios.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.