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David Canter Joins Board of $7.5B RIA Parallel Advisors

Bluespring snaps up $750M Arizona wealth firm

Bluespring snaps up $750M Arizona wealth firm
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Bluespring Buys $750M KDI Wealth Management

The KDI team offers a suite of services, including wealth and retirement planning, estate planning, cash flow management, tax planning and more.

David Canter Joins CAIS as Strategic Advisor

Canter will support RIA outreach for the digital alternative investments platform CAIS.

$500 Million, Family-Run Hughes Financial Services, LLC Acquired By Bluespring Wealth Partners, LLC

$500 Million, Family-Run Hughes Financial Services, LLC Acquired By Bluespring Wealth Partners, LLC
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