Bluespring, the Austin, Texas-based RIA aggregator and subsidiary of Kestra Holdings, has made a number of major transactions recently, including last year’s acquisition of Shelton Financial Group, a ...

LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...

HNH Partners, which currently has 30 staff across its operations in Edinburgh and Belfast, said the move to 66 Hanover Street marked a “new milestone” for the firm. It has increased its headcount in ...

Larson was with UBS for nine years, mostly with the Carlson Larson Wealth Management group, and before that was a registered ...

WBR Group, a SSAS services and tax firm has acquired Censeo Actuaries & Consultants for an undisclosed sum. As part of the ...

Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.

Three DOGE team members—Christopher Young, Nikhil Rajpal, and Gavin Kliger—arrived at the CFPB’s Washington office, the CFPB employees union NTEU 335 said in a Friday statement.

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 billion RIA.