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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. This new rule gives a clear guide for advisors to follow.

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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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Kernex Microsystems vs HBL Engineering: Who’s dominating the railway industry?

Trade Brains

As India’s railway sectors gain momentum, companies like Kernex Microsystems and HBL Engineering are emerging as key players in niche, high-growth segments. Meanwhile, HBL Engineering Limited, with a market cap of Rs. Please consult your investment advisor before investing. appeared first on Trade Brains.

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2 Stocks jump after Goldman Sachs, Morgan Stanley and others acquire stake worth up to ₹2,002 Cr

Trade Brains

Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. crores, the share of Azad Engineering Limited has reached an intraday high of Rs. Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. lakh shares.

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₹1.4 Lakh Cr IPO Pipeline: Top 6 companies that are coming up with an IPO in 2025

Trade Brains

Karamtara Engineering Limited Karamtara Engineering is launching a ₹1,750 crore IPO, comprising a ₹1,350 crore fresh issue and a ₹400 crore offer for sale. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. The post ₹1.4

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What’s wrong with Patel Engineering despite having an order book more than its market cap?

Trade Brains

crore, the shares of Patel Engineering Ltd. Furthermore, Patel Engineering faces key concerns, with 89 percent of promoters holding pledged, management plans to address this with lenders. Patel Engineering targets Rs 40,000–50,000 crore in FY26 bids, with a 15–20% historical success rate. closed at Rs 42.71 crore in FY25.