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.
New Jersey, California and Illinois are also among the places losing residents as lower costs draw people to the Sun Belt.
Two brokers with the firm Laidlaw & Co. were penalized for excessive trades that were unsuitable for clients.
Often all it takes is the right "nudge" to get them started.
