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Steward Partners Recruits $1B in AUM in Six Weeks 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.
Savant Wealth Management Steps Back into Acquisition Mode 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.
Steward Partners, a $23 billion hybrid affiliated with Raymond James, is moving toward a multicustodial model and chose Goldman Sachs to support that effort. ....
/PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent wealth management firm, announced today the closing of a. ....
Steward Partners has added the Poljak Group to its quick-growing list of firms. Poljak Group, a former Morgan Stanley team who managed $500 million in assets under management, joined Steward Partners, a Raymond James affiliate last week. The move was announced Tuesday. Poljak Group deals with multi-generational families and entrepreneurs across various industries and was named by Morgan Stanley as one of the largest wealth management practices in North Louisiana and East Texas. As a Steward Partners firm, the Poljak Group brings the RIA into the Shreveport, La. market. Brothers Denis, 51, and Davor Poljak, 49, were with the wirehouse for 11 years. This is the next phase of their careers, said Denis Poljak. ....