Bluespring, the RIA acquisition arm of Kestra Financial, revealed Tuesday that it has acquired Believeland.

The purchase of Winslow, Evans & Crocker will add 50 advisors and $2.5 billion.

Wells Fargo will pay $450,000 after 1,098 agents and 561 supervisors did not register in Massachusetts.

A Mercatus working paper supports the need for title reform, but it argues that regulators should take a different tack to prevent professionals from making up new titles.

Summit announced that two advisors with more than $1.5 billion in AUM will join the firm from Wilmington Trust to open the office in Harrisburg.

The Wealthies, by the numbers.

The team, from Tucson, Ariz., was attracted to the broker/dealer’s connection with clients, something the big firms are lacking.

Newly launched Bluespring Wealth Partners, the succession planning arm of Kestra Financial, has acquired Hickory Asset Management, with $153 million in client assets.

Legal & General Assurance Society Limited of London said that it has signed on to the OECD’s Business for Inclusive Growth (B4IG) working group launched by French President Emmanuel Macron.

Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.