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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.
In the relaunched WealthStack podcast hosted by Shannon Rosic, she and Davis Janowski discuss technology’s role as a driving force for success in the wealth management industry.
The Americas arm of UBS' global wealth management division saw total revenue dip despite a boost from net interest income in a 'challenging macroeconomic environment.'