Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry offer actionable advice to grow wealth, set financial boundaries, achieve financial fluency and more.

The wealth management firm, which has offices in Albany and Saratoga Springs, has grown to having more than $4 billion in ...

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, ...

Bluespring, the Austin, Texas-based RIA aggregator and subsidiary of Kestra Holdings, has made a number of major transactions recently, including last year’s acquisition of Shelton Financial Group, a ...

RIA aggregator Bluespring Wealth Partners has acquired Reliant Wealth Planning, a wealth management and financial advisory ...