Story thread · 2 reports / 2 sources
Deals & Moves: NewEdge Adds AllianceBernstein Team to Lead New Houston Office
wealthmanagement.com · 2h · first report
Also, $800 million Steven Capital acquires a CPA firm with 300 tax clients; Wealth Enhancement acquires two firms with a combined $854 million in assets; and Maridea and Janney expand in Chicago.
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