RIA Roundup: Avantax Adds 2 Firms, $450M in Assets
Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.
Source: wealthmanagement.com
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Latimer Wealth Management Joins Steward Partners
/PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in...
Source: prnewswire.com