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RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Published: August 25, 2023

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

Published: August 18, 2023

/PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in...

Source: prnewswire.com

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