Latest updates for Lighthouse Financial

Fresh curated links around Lighthouse Financial are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • SAX Wealth Advisors acquires Lighthouse Financial and $350M in managed assets
  • Kestra Affiliate Coastline Wealth Secures $100M in Financing
  • Luminate Bank acquires select assets of First State Mortgage Services

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roi-nj.com /2 weeks ago

SAX Wealth Advisors acquires Lighthouse Financial and $350M in managed assets

SAX Wealth Advisors, a leading independent wealth management firm with offices in New Jersey and part of SAX Advisory Group, publicly announced Aug. 21 the acquisition of Lighthous...

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wealthmanagement.com /2 weeks ago

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.

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housingwire.com /2 weeks ago

Luminate Bank acquires select assets of First State Mortgage Services

Luminate adds volume and a larger Midwest presence

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seekingalpha.com /1 month ago

Beacon Financial: Q2 Earnings Preview, With Shares Still Cheap

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newswire.com /1 month ago

Lightwave Logic, Inc. Announces Appointment of Fred Graffam as Chief Financial Officer

Mr. Graffam brings 20+ years of financial leadership including diverse public company CFO experience

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seniorhousingnews.com /1 month ago

Senior Living Dealbook: California Clearwater Community Under New Ownership; CFG Finances $1.8B in 2026 

Transactions California Clearwater now under new ownership JLL Capital Markets announced it arranged the sale of Clearwater at Riverpark, a 136-unit Class-A independent living comm...

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natlawreview.com /1 month ago

Prosperity Partners Receives Majority Investment from Lightyear Capital

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newswire.com /3 weeks ago

AI Financial Corporation Congratulates World Liberty Financial on OCC Preliminary Conditional Approval for National Trus...

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wealthmanagement.com /1 month ago

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.

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weworkremotely.com /1 month ago

Flagstar Bank: Director - Executive Sales Officer - Flagstar Financial & Leasing (Technology Vendor)

Headquarters: Work From Home United States URL: http://flagstar.com Position TitleDirector - Executive Sales Officer - Flagstar Financial & Leasing (Technology Vendor)Loc...

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insurancejournal.com /6 days ago

Florida Judge Cans Investment Funds’ Lawsuit vs. Lighthouse Insurance Exec

A Florida judge this week effectively dismissed a lawsuit brought by private equity firms who charged that Lighthouse Property Insurance executives misled investors about the exten...

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magellan-solutions.com /1 month ago

The Modern Approach to Financial Services Lead Generation for Corporate Finance Firms

Businesses must secure capital and maximize investments to be competitive. The good thing is that corporate finance firms exist to […] Magellan Solutions - Call Center | BPO | KPO...

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hospitalitynet.org /1 month ago

Cloudbeds and Lighthouse Deepen Integration to Connect Business Intelligence and Distribution

Cloudbeds PMS data now flows directly into Lighthouse Performance and Lighthouse Distribution, automating pickup, pace, and channel reporting across single and multi-property portf...

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prweb.com /1 month ago

First National Capital Structures $12 Million Two-Stage Financing for Multi-Megawatt AI Compute Expansion

Bridge-to-permanent structure allowed a PE-backed colocation provider to secure long-lead power and cooling infrastructure while a broader refinancing remained in process IRVINE, C...

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finance.yahoo.com /1 month ago

Daily Spotlight: Financially Healthy, Wealthy, and Wise

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magellan-solutions.com /1 month ago

Discover High-Intent Financial Advisor Lead Generation Service for Retirement Planning Firms

People prioritize saving money to prepare for their eventual retirement. The good thing is that retirement planning firms exist to […] Magellan Solutions - Call Center | BPO | KPO...

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seekingalpha.com /1 month ago

LoanDepot expects Q3 gain on sale margin of 360-390 bps while expanding 5x5 home loan strategy

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wealthmanagement.com /1 month ago

LPL Financial Recruited Assets Jump 35% in Q2

The firm brought in $25 billion during the second quarter, as it prepares to complete its Commonwealth Financial Network conversion in the fourth quarter.

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newswire.com /4 weeks ago

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

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newswire.com /1 week ago

TDM Financial Retained for Investor Awareness Services

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prweb.com /1 month ago

Insula Capital Group Announces Nationwide Bridge-to-DSCR Platform to Support Investors Navigating Transitional Assets in...

A Streamlined Path from Bridge Financing to Long-Term DSCR Loans FARMINGVILLE, N.Y., Aug. 7, 2026 /PRNewswire-PRWeb/ -- Insula Capital Group, a nationwide private real estate lende...

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financialpost.com /2 weeks ago

John Risley’s CFFI strikes deal to sell assets to affiliate of US$1-billion creditor

HPS affiliate New Tide would acquire substantially all of the insolvent investment firm’s assets through a credit bid

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seekingalpha.com /3 weeks ago

Financial Institutions: Still A Cautious Buy With Improved Outlook

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insurancebusinessmag.com /3 weeks ago

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

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Sources covering Lighthouse Financial

feeds.feedburner.com

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finance.yahoo.com

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natlawreview.com

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seekingalpha.com

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seekingalpha.com

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seniorhousingnews.com

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