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J D Power: Wirehouse Advisors Complain of Reduced Home Office Support

J D Power: Wirehouse Advisors Complain of Reduced Home Office Support
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Steward Partners Global Advisory Named a Best Place to Work for Fifth Consecutive Year

Steward Partners Global Advisory Named a Best Place to Work for Fifth Consecutive Year
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Concurrent Welcomes Ten Advisor Partner Teams with over $1 Billion in Assets

/PRNewswire/ Concurrent, a partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc. (RJFS) (member FINRA/SIPC), has.

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Steward Partners and Raymond James Update Custodial Relationship

/PRNewswire/ Steward Partners Holdings LLC, an employee-owned full-service independent partnership, and Raymond James announced today that Steward Partners.

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Steward Partners Completes Umpqua Investments Acquisition

Steward Partners Completes Umpqua Investments Acquisition Deal Adds $3.4 Billion in Client Assets and 22 Advisors to Partnership and Expands Reach to West Coast News provided by Share this article Share this article WASHINGTON, April 23, 2021 /PRNewswire/ Steward Partners Holdings, LLC an employee-owned, full-service independent partnership, has closed on its acquisition of Umpqua Investments Inc., a registered broker dealer and registered investment adviser, from Umpqua Holdings Corporation (NASDAQ: UMPQ). The entity has been renamed Steward Partners Investment Solutions, LLC. The acquisition marks Steward Partners planned expansion into the Pacific Northwest and will add 22 financial advisors managing $3.4 billion in client assets generating $15 million in revenue and raises Steward Partners total client assets under management to more than $22 billion.

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