The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

February 02, 2023

The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.