Bluespring Wealth Partners, an Austin, Texas-based wholly-owned subsidiary of Kestra Financial, has acquired Bedell Frazier Investment Counseling, a registered investment adviser managing over $500 million.
Bedell Frazier is based in Walnut Creek, California.
The best tax plan asks not only how much a client could save, but what they would have to give up to save it.
A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.
New research shows a 71% plunge in actions in fiscal year 2026, with total settlements the lowest since the database began.
An Ohio-based advisor departs Edward Jones to build an independent firm focused on retirees and business owners.
Broker-dealer enforcement actions surged 66% as the SEC and state regulators cracked down on Ponzi schemes and digital asset fraud.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
