The father-and-son team of Bill and W. Grove Stewart will operate as Stewart Wealth Advisory Group in Annapolis, Maryland.
The Pittsburgh-based private bank will continue to operate as a separately chartered institution.
National firm will acquire Boston-based Taylor Wealth Management Partners to bolster presence along the East Coast.
The independent broker-dealer says the cybersecurity system from cleverDome offers more control than a virtual private network.
Mother-and-son team in Jacksonville, Florida, will operate as Taras Wealth Management of Raymond James.
Increases are one and four basis points; cuts are two basis points. The changes were made to funds with fiscal years ending January 2022.
Nora Jordan, Kay Madati and Chip Roame complete the asset manager's 11-person board.
Firm is seeking requests for information from minority-owned broker-dealers, as well as those owned by women, veterans and people with disabilities.
The acquisition, which will increase Westwood’s total assets under management by 32% to $18.4 billion, will add expertise in energy, infrastructure, real estate and alternatives.
Kevin Cooper heads Cooper Family Office Consulting of Raymond James in Boca Raton, Florida.
