Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired WealthPartners, a hybrid firm overseeing $500 million in assets in Ridgeland, Mississippi.
Terms of the acquisition were not disclosed.
WealthPartners, which has been on the Kestra platform since 2010, is led by John Hill, founder, chief executive officer and adviser, and adviser Jeff Turnipseed, who is the firm’s president.
With a primary focus on high-net-worth individuals and families, WealthPartners specializes in providing comprehensive wealth management and retirement planning services, Bluespring said in a press release Tuesday.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
