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.
Wealth management firm has seen an aggressive period of growth in the past year.
Survey reveals widening gap between investment ambition and workforce readiness across the sector
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
