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 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.
A $2 billion AUM wealth management team based in Newport Beach, Calif., joins UBS.
The sibling-led team used startup and transition financing support from Dynasty to launch Nilsine Partners in Greenwood Village, Colo.
NorthShore Financial Strategies, an all-woman team previously with Wells Fargo Advisors Financial Network, is the first independent team to join LPL's SWS model, and the 14th since its inception.
It’s not just a function of employment status, it’s also about ownership and control.
The Catholic fraternal service organization will bring its investment strategies to individual retail clients for the first time.
