News, Comment & Analysis results for kestra financial
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
Kestra Onboards Virginia-Based Wealth Manager
Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of
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,
Summary Of North American Wealth Management Senior Moves – October 2024
A roundup of moves in the industry during October.
Texas-Headquartered Kestra Continues Adding Firms To Platform
Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of
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.
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.
Digital Digest: The Latest Tech News – iCapital, Kestra
The latest technology news in the wealth management sector from around the world.
Who's Moving Where In Wealth Management? – Cetera, Gresham, Others
The latest senior wealth management moves, appointments and personnel adjustments in North
US Wealth Sector Acquirer Buys $500 Million Indiana Business
The acquired organization has been running for 25 years. The deal is part of a continuing M&A trend