M and A
Deals Of The Day: The Latest In Wealth Management M&A – Kestra, SZC
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Kestra Financial
Last week, wealth management platform Kestra Financial
onboarded SZC Financial Planning & Management, a firm founded in
Maryland.
SZC, which is led by David Shober and Steve Collins, is composed in total of five people. The team oversees more than $200 million in assets under management.
Kestra Financial – headquartered in Austin, Texas – is a division of Kestra Holdings established in 1997. It works with independent financial advisors and wealth management firms by offering personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals.
