Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth

STAMFORD, Conn., July 6, 2026 /PRNewswire/ — Steward Partners, a full-service, employee-owned, independent financial services firm today announced the appointment of Joseph Glick as Chief Operating Officer.

Firebird launches $750M catalog buying fund backed by Ares and Raine Group

The new catalog-buying platform is backed with funds of global investment firm Ares and investment and advisory firm The Raine Group, one of Firebird’s earliest backers.

Wellspring Family Office Named to Inaugural CNBC Elite Advisor List

Cleveland, Ohio — Wellspring Family Office has been named to the inaugural CNBC Elite Advisor list, a first-of-its-kind recognition identifying 25 registered wealth management firms across the country with a proven track record of managing ultra-high-net-worth clients and providing the full suite of services required by today’s wealthy clients and families.

Glenn Parker, M.D. of NationsBenefits named Entrepreneur Of The Year® Florida 2026 by EY US

Glenn Parker, M.D., Founder and Co-CEO of NationsBenefits® has been named Entrepreneur Of The Year 2026 Florida Award by Ernst & Young LLP (EY US). Now in its 41st year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and uplifting communities. The program honors entrepreneurs whose innovations drive economic growth and help shape the future of business.

BlueVoyant Ignites the Next Era of Cyber Defense with Launch of BlueVoyant AI

Introducing the leading AI-native SecOps platform built for both managed and self-service SOCs – delivering autonomous speed, precision, and control at scale

Steward Partners Welcomes Zelniker Dorfman Private Wealth in Strategic Partnership, Expanding Its Reach in the Northeast and Florida

Veteran team managing $2.4 billion in client assets brings specialized expertise across business owners, athletes and entertainers, and multi-generational families to Steward Partners’ Legacy Channel

Kettle & Fire Scales Into Its Next Phase as Bone Broth Category Grows

As demand for nutrient-dense, minimally processed food grows, Kettle & Fire is strengthening its leadership team to accelerate momentum and extend its category leadership

Lithko Recognized as a US Best Managed Company – Platinum Honoree

Lithko is proud to announce it has been selected as a 2026 US Best Managed Company. Sponsored by Deloitte Private and The Wall Street Journal, the program recognizes outstanding U.S. private companies.

Vi Launches Suite of AI Agents for Healthcare, Life Sciences, and Wellness Enterprises; Completes $145M Transaction at $1.64B Valuation

NEW YORK, May 19, 2026 /PRNewswire/ — Vi, the enterprise-AI platform for health, today announced a new suite of vertically specialized AI agents designed to serve as the AI execution layer for healthcare, life sciences, and wellness enterprises. Integrated across Vi’s Activate, Engage, and Operate applications, the agents suite drives next-best actions across patients, care teams, and operational workflows.

Steward Partners Acquires Jazz Wealth, Expanding into Florida’s Gulf Coast

The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners’ rapidly growing M&A Channel