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Chuck Foresyth Joins Signature Wealth Group

Chuck Foresyth Joins Signature Wealth Group
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

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Investment advice on 529 plans in time for National College Savings Day

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I’m at the age where many of my old college friends now have kids who are headed off to college themselves. If you can tell me where all the time has gone, I’d appreciate it.
Recently, one of these friends’ sons surprised me by theatrically announcing his plans in a “college reveal video” sent around to friends and family. In the video, this smart, engaging and compassionate young man divulged that he is headed to a large university in the Pacific Northwest to study environmental sustainability and I couldn’t be happier for him and his parents. ....

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Adviser recruitment on track for record-breaking year

Adviser recruitment on track for record-breaking year
More than 4,000 advisers and brokers switched firms during the first quarter, up 11% from the first quarter of 2020. RIAs and IDBs continue to set the pace.
May 3, 2021
More than 4,000 advisers and brokers switched firms in the first quarter of the year, putting 2021 on pace for record industry recruitment activity.
Moves of experienced advisers between firms were up 11% compared with the first quarter of 2020 and were higher than any other quarter going back to 2018.
The data, which come from the
InvestmentNewsAdvisers on the Move database, exclude transitions between affiliated firms and those that result from a merger or acquisition. ....

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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
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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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Steward Partners Completes Umpqua Investments Acquisition

Steward Partners Completes Umpqua Investments Acquisition
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

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