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Steward adds $488M with twin acquisitions
The hybrid’s new deals expand its presence in the Virginia and Ohio markets.
LPL inks deal for Wintrust wealth management businesses
Roughly $16 billion of brokerage and advisory assets are set to change hands in the acquisition.
Pathstone snaps up Crestone Capital in $3B deal
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'
