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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. Clients looking for investment advice have many options.

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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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$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

Boston-Area RIA by Diana Britton Jul 1, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

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5 Fundamentally strong stocks with strong orderbook of up to ₹1.21 Lakh Cr to keep an eye on

Trade Brains

Enviro Infra Engineers Limited With a market capitalization of Rs. crore, the shares of Enviro Infra Engineers Limited were currently trading at Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs.

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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.

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Stocks to Watch: 4 Infra stocks with orderbook of up to ₹5,79,100 Cr recommended by Jefferies

Trade Brains

EPC stocks refer to stocks from businesses focused on engineering and construction management of large infrastructure projects. Some examples are Larsen &Toubro as well as Engineers India Limited. Larsen & Toubro Larsen & Toubro Ltd is an Indian multinational that works in engineering, construction, and manufacturing.