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New leaders for wealth management and UHNW at $7B multi-family office

RIA Roundup: Sunshine Private Wealth Joins Steward from Hightower

Steward adds 1st team to IAR-only channel, Allworth Names New CEO, and other news from WEG, EP Wealth, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.

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Pitcairn Names New Head of Wealth Management

/PRNewswire/ Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two.

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RIA Roundup: Congress Wealth Buys $1.1B MainLine Private Wealth

Congress does 1st deal since CI sold stake to Audax, 2 Indiana firms merge to create Wellington Wealth, and Ohio team leaves Ameriprise for OneSeven.

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Pitcairn, Celebrating its 100th Anniversary, Announces Leadership Transition to Shepherd Next Century in Business

Pitcairn, Celebrating its 100th Anniversary, Announces Leadership Transition to Shepherd Next Century in Business
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