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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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Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clear communication is key. This shows social proof.

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

Wealth Management

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement.

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5 Stocks Backed by Vijay Kedia and Other Ace Investors with 5-Year Revenue CAGR of up to 87%

Trade Brains

Elecon Engineering Company Limited With a market cap of Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. Please consult your investment advisor before investing.

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5 Midcap Stocks with Low Debt and High Growth That Deserve a Spot on Your Watchlist

Trade Brains

Kaynes Technology is a leading electronics manufacturing company that offers end-to-end solutions, including design, process engineering, and lifecycle support. One 97 Communications Ltd 3-Year Revenue CAGR: 11.53% Debt-to-Equity: 0.01 Paytm, owned by One 97 Communications Ltd, is one of India’s leading digital payment platforms.

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Defence stocks likely to benefit as India’s defence budget set to grow 500%

Trade Brains

HAL is involved in the design, development, manufacture, repair, overhaul, upgrade, and servicing of a wide range of products, including aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures. Investors must therefore exercise due caution while investing or trading in stocks. 391 on Friday.

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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance. This involves adding important keywords to their financial advisor website content.