Steward Partners expands with acquisition of Monaco Capital and Saling Simms

Pallavi Madhiraju- April 20, 2024

Steward Partners, an independent and employee-owned financial services firm, has announced the acquisition of two financial advisory firms, Monaco Capital and Saling Simms, under its ... Read More

Steward Partners acquires investment adviser Umpqua Investments

Pallavi Madhiraju- April 25, 2021

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