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.
Senate Democrats seek data on data center deductions under the 2025 tax law as proposals to tax artificial intelligence multiply.
Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
Hendershott Wealth Management's Hilary Hendershott on turning a niche for women into an operating strategy, not a marketing pitch.
Iowa's Greenwood Wealth Partners exits D.M. Kelly as UBS and Ameriprise win Merrill Lynch recruits in California and Florida
Less than 1% of pool funds went to actual trading, CFTC says
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
