News, Comment & Analysis results for Bluespring Wealth Partners

M and A
August 6, 2025

After The Honeymoon: How To Handle Post-M&A Integration Blues

Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the

M and A
July 24, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Halcyon, LifeBridge

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Surveys
June 27, 2025

Survey Shows Gap Between Advisors' Own Succession Talk, Action

There is widespread understanding that HNW individuals and families are going through a

M and A
May 21, 2025

Rebranded Wealth Manager Launches On Bluespring Platform

The Bluespring Wealth Partners platform is the launchpad for a rebranded business composed of 18

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

People Moves
December 2, 2024

Summary Of North American Wealth Management Moves – September 2024

A September roundup of North American wealth management moves. Prominent stories included changes

People Moves
September 5, 2024

Who's Moving Where In Wealth Management? – Cetera, Gresham, Others

The latest senior wealth management moves, appointments and personnel adjustments in North

M and A
August 1, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Rodgers & Associates

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
July 19, 2024

US Wealth Sector Acquirer Buys $500 Million Indiana Business

The acquired organization has been running for 25 years. The deal is part of a continuing M&A trend

M and A
July 24, 2023

Registered Investment Advisor M&A Cools, Suggests 2023 Will See Contraction – DeVoe

It may be a sweltering summer, but the pace of wealth sector M&A is cooling down. 

Comment & Analysis results for Bluespring Wealth Partners