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 ...

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 ...

Di Giorgio joined Stonebridge in 2009 and was most recently executive vice president Simunac joins Stonebridge from Raymond James Bank, where he served as principal officer and country head for Canada ...

On January 20, 2026, Stonebridge Financial Group, LLC disclosed in an SEC filing that it sold 308,055 shares of Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ), with the estimated ...

NEW ORLEANS--(BUSINESS WIRE)--NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Stonebridge Financial ...

Sold 308,055 shares; estimated trade size $15.65 million (based on quarterly average price). Quarter-end AIQ position value decreased by $15.21 million, reflecting both share sales and price movement.