New York City-based wealth manager Steward Partners has acquired Longbridge Wealth Advisors, a firm with $481 million in AUM in...
acquires
Strategic acquisition adds 132 senior experts and proprietary UTrakk technology platform to enhance client value across processing, manufacturing and industrial sectors...
A core service of JTG is coaching and training staff on the warehouse floor. It helps supervisors empower front-line workers...
Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning...
