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Longleaf Partners Global Fund Sold its DuPont de Nemours (DD) Position Longleaf Partners Fund, an investment management firm under Southeastern Asset Management, published its “Longleaf Partners Global Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 13.20% was delivered by the fund for the Q1 of 2021, outperforming its MSCI World benchmark that had a 4.92% gain in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021. Longleaf Partners Fund, in their Q1 2021 investor letter, mentioned DuPont de ...

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 acqui...

Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team News provided by Share this article Share this article WASHINGTON, April 21, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is continuing its nationwide expansion with the addition of Poljak Group Wealth Management in Shreveport, Louisiana. The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was prev...

Singapore Homegrown FinTech Certified SME Neo & Partners Global Pushes Trading Atrium Innovation Boundaries With Software-Defined Network Foundation For Capital Markets In-Focus Date 11/03/2021 Neo & Partners Global, a FinTech Company rigorously certified by the Singapore FinTech Association and recognized by the Monetary Authority of Singapore (MAS) serving the Capital Markets sector buy-side communities of commodity trading advisors, family offices, fund management companies and proprietary trading firms with its coined award-winning Trading Atrium, announces its push to the next innov...

Harmony Private Wealth Becomes First Colorado Team to Join Steward Partners Global Advisory News provided by Share this article Share this article WASHINGTON, March 3, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has expanded its national footprint into the Denver-area market with the addition of Harmony Private Wealth, based in Fort Collins, Colorado. With more than $350 million in assets under management, the firm comes to Steward Partners from ...