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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-york
United-states
North-dakota
Chicago
Illinois
Monterey
Seattle
Washington
Bluespring
Colorado
Winter-park
Florida

Sequoia Financial Group to Add Special Needs Expertise with Affinia

Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.

United-states
Akron
Ohio
Bluespring
California
Blue-bell
American
America
Aron-kruger
Peter-nesvold
Tom-haught
Ameritrade-schwab

Red Bull athlete visits Bedford to ride electric surfboard through Bluespring Caverns

Brian Grubb came to Indiana to ride an eFoil underground, a feat that's never been done before.

New-hampshire
United-states
Switzerland
Lawrence-county
Indiana
Bedford
Orlando
Florida
Bluespring
Patoka-lake
Jordan
Turkey

Brian Grubb braves Bluespring Caverns with an e-foil

BEDFORD - For the first time ever, an e-foil was used to navigate the longest underground cave system in the US. Brian Grubb, an athlete partnered with Redbull, undertook the 3-day expedition through Bluespring Caverns on an e-foil. Brian Grubb, from Orlando, Florida, is on his 21st season with .

Orlando
Florida
United-states
Cape-cod
Bedford
Eastern-cape
South-africa
Louisiana
Bluespring
Brian-grubb
Bluespring-caverns

Michigan-Based Firms Join Integrated Partners to Enhance UHNW Services

Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.

Boston
Massachusetts
United-states
Hollywood
California
Bluespring
Rob-sandrew
Paul-saganey
David-petoskey
Stephen-kolano
David-canter
Presidentjoshuam-barron

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