Outlook 2024: IBDs Will Continue to Get Closer to the Advisor
The IBDs that connect themselves more closely with their advisors and demonstrate flexibility will be competitive in the New Year.
Source: wealthmanagement.com
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Top News In Bluespring Wealth Today - Breaking & Trending Today
RIA Roundup: Avantax Adds 2 Firms, $450M in Assets
Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.
Source: wealthmanagement.com
Financial advisors already finding answers with AI even as they look to the future
Generative AI will never replace the relationships advisors have with clients, but it will make advisors' lives a whole lot easier.
Source: investmentnews.com
Bernard R. Wolfe & Associates joins Curio Private Wealth in merger
Bluespring Wealth Partners LLC announced the partnership of Chevy Chase-based Bernard R. Wolfe & Associates with Curo Private Wealth.
Source: thedailyrecord.com
Bluespring Wealth Partners Acquires $850+ Million CD Wealth Management
Press release content from Business Wire. The AP news staff was not involved in its creation.
Source: apnews.com