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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
