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

Wealth Management

RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Q&A: What Was Behind Schechter’s Decision to Sell to Arax? “We

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How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider

Nerd's Eye View

Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. As a starting point, understanding the wide variety of marketing tasks that can be outsourced can be beneficial.

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$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

In 2022, Parthenon hired Miles as its chief executive when it bought RSM’s wealth management business and renamed it Choreo. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. Most recently, he was serving as head of the wealth management business and chief marketing officer.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

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 Anthony Minopoli Innovative CPA Group RIA Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand Innovative CPA Group Launches (..)

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. Some RIAs can turn volatility into a growth engine.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement. He has also held senior roles at LPL Financial and Edelman Financial Engines. The Overland Park, Kan.