ria

Kestra Financial

In PWD coverage since August 19, 2026 · 13 stories

+1Talent net · 12 months1 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Arrivals

Ecclesiastes Wealth Partners

Sep 29 · from Ameriprise Financial Services

Departures

None tracked.

PWD coverage

the_wrap

FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

All five teams landed on independent platforms; four of the five moves name a source firm, and only Fitzgerald Financial Group, at $185 million, arrived with a disclosed asset total.

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

Moves · Sep 30Kestra Financial adds $550 million Texas planning team as wealth build-out continues

Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached

Moves · Aug 26Prosperity taps Forvis Mazars wealth leader as president

Features · Aug 23FiNet's bank-team raid redraws the independent channel

Features · Aug 22Coastline's debt-funded dozen turns RIA M&A into a credit trade

M&A · Aug 21Coastline turns to private credit for its next dozen deals

the_wrap · Aug 21Stash adds 401(k) rollovers to its app; Voya lands D.C. recordkeeping

practice · Aug 19Kestra puts a product executive in charge of wealth management

Features · Aug 19Wealth's talent war moves to the C-suite

Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management

Kestra Financial

FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

The Morning Brief