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.

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.

Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...

Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has closed its Series A financing round, ...

Most entrepreneurs at one time thought that creating a successful business would be the most difficult task in the world. But once they created that business, they realized that ...