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?

In a rapid series of deals, Focus Financial's shared services platform, Connectus Wealth Advisers, acquired U.K.-based Trident Financial Planning Limited, Massachusetts-based New England Investment & Retirement Group and Australia-based MISSO...

More than half of the firm's employees will be expected to work in the office at least three days a week.