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. The combined entity has been renamed Steward Partners Investment Solutions. According to Steward Partners, the acquisition marks its planned growth into the Pacific Northwest. It has added 22 financial advisors, […]