Bluespring Taps Former LPL Exec for Growth Role

Published on April 10, 2025

The Kestra Holdings unit has hired Graeme Lee as head of strategic growth.

Continue reading on website
Other news

The Kitces FinTech Map: Charting Wealth Management's Tech Evolution

April 10, 2025
The Kitces Financial Advisor FinTech Solutions Map has nearly tripled in size since 2018, reflecting the rapid growth and evolution of technology solutions in wealth management.

Citi's Sieg Tells Wealthy Clients: Don't Buy the Dip

April 10, 2025
“Let's try to be disciplined ... [when] the world's moving very fast, said the former head of Merrill.