Stonebridge Financial Group, the $1.5 billion wealth management and corporate retirement services firm, has found the first advisor for its newly launched 1099 RIA platform. WhiteCliff Wealth ...

Michigan-based Stonebridge Financial Partners has joined NewEdge Advisors, a New Orleans-based RIA, NewEdge announced. Stonebridge, a firm with $540 million in client assets under management, joins ...

PROVIDENCE, R.I., Sept. 4, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Stonebridge Financial Group, a ...

WESTWOOD, N.J., Nov. 21, 2022 /PRNewswire/ -- Modera Wealth Management, LLC, a fee-only comprehensive financial planning firm, is pleased to announce the addition of Jennifer Murray, founder of ...

Cary Street Partners, a $10.7 billion RIA based in Richmond, Va., has acquired a Sarasota, Fla.-based registered investment advisor formerly affiliated with Osaic. IFS Advisors Inc. is led by ...