Social Media Ideas for Highland Financial Advisors Llc

Highland Global Sponsors the 2026 Private Capital Markets Report by Pepperdine Graziadio Business School

Highland Global Business Valuations announces sponsorship of Pepperdine Graziadio Business School's 2026 Private Capital Markets Report, reflecting the firm's commitment to discipl...

Advisory firm dealmaking in the US shatters records

Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs

LPL Financial Adds $2.4B HNW Team From U.S. Bank

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

Heffernan Life Division partners with Lion Street for high-net-worth planning

How mid-sized brokerages are competing for a fast-growing HNW client base without building specialist teams from scratch

Kestra Affiliate Coastline Wealth Secures $100M in Financing

The New York advisory firm secured financing from Brightwood Capital Advisors while completing a dozen acquisitions to fuel its expansion strategy.

$2.5B Hightower Affiliate Joins Signature Wealth Division

The addition sees Hightower Signature Wealth grow to $40 billion in less than a year through a combination of affiliates and newly acquired firms.

Merit Financial Advisors Acquires $900M Commonwealth Team

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Tax, Wealth Firm HBK Sells Stake to External Investor H.I.G.

The investment, which includes $7.7 billion HBKS Wealth Advisors, is one of three stakes that a wealth practice has sold this week to an outside investor.

Total Financial Management Becomes a NAPFA Member

POLAND, Ohio – Total Financial Management LLC, a registered investment advisory firm, has become a member of the National Association of Personal Financial Advisors.  NAPFA members...

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

New Hampshire Shores Trust Expands CFSI's Advisor-Friendly Trust Services Capabilities

New Office Opens in Manchester, New Hampshire, with Sean Houghton, CTFA, Named Director of Personal Trust Services

Zephyr's Adjusted for Risk: How to Lead M&A with Strategic Growth in Mind

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

High Stock Valuations Push Advisors Toward Private Markets

Stretched public equity prices and rising infrastructure demand are driving wealth managers to expand allocations beyond traditional stocks and bonds.

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

As asset managers chase advisors, Clark Capital says it was there first

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

Deals & Moves: Cetera Snags Commonwealth Duo Overseeing $420M

Also, Hightower Signature makes a second external acquisition; IFP adds two Commonwealth advisors overseeing $400M; LPL adds $350M team; and UBS lands a double-advisor win.

Copley Equity-backed FMG Leading snaps up Broadbranch Advisors

The deal closed at the end of July, The post Copley Equity-backed FMG Leading snaps up Broadbranch Advisors appeared first on PE Hub.

Bloomberg: Highland Capital Says IRS Wrongly Taxed Great Recession Hedge

David Schultz (Bloomberg), Highland Capital Says IRS Wrongly Taxed Great Recession Hedge: A troubled securities trading firm says the IRS is improperly taxing a more than $166 mill...

Corient Acquires UHNW-Focused $21B Summit Trail Advisors

Summit Trail will join the mega RIA Corient, which continues its run of plus-billion-dollar acquisitions.

NFP acquires Ohio-based advisory firm

NFP taps restructured wealth practice for first Cleveland-area deal since Aon's $2.7 billion divestiture

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

Heartland Value Plus Fund Q2 2026 Portfolio Review

Deals & Moves: Wealth Enhancement Lands Investment, Wealth Teams Overseeing $993M

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Fidelis Capital on Breaking Away to a 'Different Path'

The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.