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Atria Completes Acquisition of Kestra's Grove Point Financial

David Canter stepping down as president of Bluespring

David Canter is stepping down as president of Bluespring Wealth Partners just a year after joining the firm.

David-canter
Tom-valverde
Stuart-silverman
Josh-bartholomew
Accenture
Kestra-holdings
Fidelity-investments
Bluespring-wealth-partners
James-poer

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

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth
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Tom-valverde
David-canter
Josh-bartholomew
Stuart-silverman
Haley-rosa
Kestra-investment-services
Kestra-holdings
Bluespring-wealth-partners
Kestra-advisory-services
Wealth-partners
President-david-canter
Senior-strategic-advisor

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

Focus Q2 2023 earnings fall due to higher expenses

Focus Q2 2023 earnings fall due to higher expenses
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Kestra-holdings
Cetera-financial-group
Advisor-group
Focus-financial-partner
New-york-based
Stone-point-capital
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