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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

We took a pause in the last year to acknowledge that, since our formation in 2019 , we have tripled in size and integrated more than nine firms. Number 8860726. It has been an exciting time. We’ve just passed $30 billion in AUM. We have 375-plus employees and 26 offices as of today. formally launched Wealthspire 2.0 in summer 2024.

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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

But some of those companies will become an IBM, GM, or Kodak perhaps still worthy of investment in the future, but not the dominant player it is today. Thats running at a solid 170,000 per month, versus an average of 166,000 in 2019. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 in 2018-2019.

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Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

In 2019, monthly job growth averaged 166,000 but we saw four months with 100,000 or fewer jobs created. The 2017-2019 pace was 3.1%.) Business investment was also strong in Q3, though half of that was from aircraft spending, and that is unlikely to repeat in the next quarter or two.

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Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Carson Wealth

For reference, the 2019 average was 166,000. 6 million level we saw in 2018-2019. million level we saw in 2018-2019. The risk is that the Fed takes an extended pause, even as rates stay on the higher side and adversely impact cyclical areas of the economy like housing, manufacturing, and business investment.

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Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients

Nerd's Eye View

Investment advisers are fiduciaries that owe a duty of care and loyalty to their clients. the types of investment products or strategies that a custodial broker-dealer can handle in an accurate and timely fashion), and commission rates (which can include asset-based pricing, platform fees, account activity fees, and more), among others.