The father-and-son team of Drew Springer Sr. and Drew Springer Jr., who manage $135 million in Weatherford, Texas, as Springer Financial Services Advisory Services Network, have affiliated with the hybrid platform of Advisory Services Network.
The elder Springer, who has 44 years of experience, according to his BrokerCheck profile, was previously affiliated with KMS Financial Services.
Robby Welborn, who manages $16 million as RB Welborn Financial in Granbury, Texas, and works with the Springers, also affiliated with Advisory Services Network.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
"We are making sure to pivot away from companies disproportionately exposed to the lower-end consumer," says F.L.Putnam's Ellen Hazen, as her RIA's investment strategy prepares to react to proposed cuts to medicaid and SNAP.
President tries to find compromise to get bill through.
Toronto-based Bank of Montreal has hired a three-decade veteran from Bank of America to lead its newly combined US operation as one of its top leaders plans to step down.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
