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Outlook 2024: IBDs Will Continue to Get Closer to the Advisor

The IBDs that connect themselves more closely with their advisors and demonstrate flexibility will be competitive in the New Year.

Simon hoyleJodie papikeOrion salesforceMatt lynchAdvisor groupRetirement planning groupSignature estateInvestment advisorsLos angeles basedProsperity advisorsKestra financialBluespring wealth

RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.

New yorkUnited statesNorth dakotaWinter parkDistrict of columbiaLaguna beachDavid canterDavid maigretGoldman sachsNate spencerNicole bittnerBerthel fisherBruce primeauDanny henneghanAmanda phillipsErika maigret

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

Tom valverdeDavid canterJosh bartholomewStuart silvermanHaley rosaKestra investment servicesKestra holdingsBluespring wealth partnersKestra advisory servicesWealth partnersPresident david canterSenior strategic advisorBluespring wealthInterim business unit leaderJames poer

Financial advisors already finding answers with AI even as they look to the future

Generative AI will never replace the relationships advisors have with clients, but it will make advisors' lives a whole lot easier.

Scott reddelBrian hartmannAndrew kaczAngela osborneGranite bridge wealth managementBluespring wealth partnersBluespring wealthElevated wealth advisoryWall street

Bluespring Wealth Partners Expanded Its Roster with Nine New Firms in 2022

Bluespring Wealth Partners Expanded Its Roster with Nine New Firms in 2022
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

David canterJohn hillAerin jacobQuint tatroKestra holdingsBluespring wealth partnersKestra investment servicesKestra advisory servicesBluespring wealthWealth partnersJoule financial

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