News, Comment & Analysis results for Kestra Financial

People Moves
April 3, 2025

Who’s Moving Where In Wealth Management? – Kestra, Osaic, Raymond James

The latest moves, appointments, and personnel changes in the North American wealth management

People Moves
March 14, 2025

Summary Of Moves In North American Wealth Management – January 2025

A roundup of moves, appointments and other personnel changes in the North American wealth

People Moves
January 14, 2025

Kestra Financial Names Next President

The firm's new president, due to take up the role in the spring, takes the helm from a man in the

M and A
January 10, 2025

Kestra Onboards Virginia-Based Wealth Manager

Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of

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 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

M and A
December 4, 2024

Texas-Headquartered Kestra Continues Adding Firms To Platform

Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of

People Moves
October 14, 2024

Who's Moving Where In Wealth Management? – Laird Norton Wetherby, Raymond James, Baird, Others

The latest moves, appointments and personnel changes in North America's wealth management industry.

M and A
September 23, 2024

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.

Technology
September 11, 2024

Digital Digest: The Latest Tech News – iCapital, Kestra

The latest technology news in the wealth management sector from around the world.

Comment & Analysis results for Kestra Financial