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Atria buys Grove Point Financial from Kestra

Atria Wealth Solutions has agreed to buy Grove Point Financial, with $15 billion in assets and roughly 400 advisors, from Kestra.

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Atria Wealth Solutions to Acquire Kestra's Grove Point Financial

The deal comes about six years after Kestra bought Grove Point, which was previously known as H. Beck.

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Kestra's debt is soaring: Moody's Investors Service

The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.

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

Bluespring Wealth Partners Expanded Its Roster with Nine New Firms in 2022
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RIA Roundup: Steward Partners Adds First Team on Pershing Platform

RIA deals from Steward Partners, WEG, Mission Wealth, Emigrant Partners, Mariner Wealth, Slate Hill and Buckingham Strategic Wealth.

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