Tag: registered investment adviser
Steward Partners acquires investment adviser Umpqua Investments
Steward Partners, a US-based wealth management firm, has completed its acquisition of Umpqua Investments, a registered broker dealer and registered investment adviser, from Umpqua Holdings. ... Read More
Creative Planning acquires RIA advisory firm TrueWealth
Creative Planning, a US-based registered investment adviser (RIA), has acquired Atlanta-based TrueWealth for an undisclosed price. TrueWealth is a registered investment advisory firm, which offers financial ... Read More