Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth Team

Published on November 3, 2026

Bluespring's River Valley platform now manages $2.4 billion in assets, extending its reach across Ohio, Kentucky and South Carolina.

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JPMorgan Adds Merrill Alums To Boost California, Southeast Business

November 3, 2026
Tiffany Yu will join Elevate Wealth Partners as a managing partner and wealth advisor, while the bank announced last week that Linda Patel will oversee its Southeast region, including Florida and Georgia.

Former Edelman CEO Larry Raffone Joins Son's RIA as Executive Chairman

November 3, 2026
Edelman Financial Services' former CEO becomes founding partner and executive chairman at the new tech-forward RIA led by his son.