The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.
Former Alerian and Nasdaq executive Robert Hughes is the new CEO of First Trust Direct Indexing, the new brand name for Veriti, taking over for co-founder and Managing Partner James Dilworth.
Jensen Huang’s chipmaker is Wall Street’s top pick for traders looking to profit from the AI chatbot, giving him the greatest wealth gain this year among US billionaires.
PAG gets a new CEO; Pitcairn takes on a new role; Commonwealth adds $230 million team from Advisor Group; Carson Wealth moves into Missouri; Focus firm announces second deal this month; and Dynasty Financial partners with an insurance provider.
Very few people survive the so-called “widow maker” heart attack. Fortunately, advisor Robert Steinberg has lived to tell the tale, and the experience has changed his life.
