Teams, technology and taxes are behind the rising wave of deals, writes the president of Merit Financial Advisors.

The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next-generation training program to the broader Hightower, according to the announcement.

Dynasty has attracted a Colorado Springs, Colo., team with $300 million in AUM out of Northwestern Mutual with a multi-family-office offering.

The SEC chair also spoke about cryptocurrency, agency resources and Regulation Best Interest before the U.S. House Committee on Financial Services.

The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next generation training program to the broader Hightower, according to the announcement.

TCFG's advisory clients paid fee markups as often as 60% of the time in more than 10,000 executed transactions over the course of several years, according to the SEC complaint.

Who got their fintech in my philanthropy?