Tag: RIA
Kestra’s Bluespring Buys $2.3B Massachusetts-Based RIA
Bluespring Wealth Partners, the RIA arm of Kestra Holdings, recently made a significant acquisition by acquiring SHP Financial,…
Healthify upgrades its AI assistant Ria with real-time conversation capabilities
Health tracking companies have taken a significant step forward with the integration of new AI models that allow…
Perigon Snags $1.3B ESG-Focused RIA
You can read the full article at WealthManagement. For daily updates, subscribe to the complimentary WealthManagement newsletters. Perigon…