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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Kelly Apple

Kestra Financial · Reported Aug 23
In network coverage since August 19, 2026 · 7 stories
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Moves

Kestra Financial adds $550 million Texas planning team as wealth build-out continues

Ecclesiastes Wealth Partners, founded by Shannon Harris, brings about $550 million in client assets and three principals to the Austin broker-dealer.
Moves · Aug 26Prosperity taps Forvis Mazars wealth leader as president
Features · Aug 23FiNet's bank-team raid redraws the independent channel
M&A · Aug 21Coastline turns to private credit for its next dozen deals
Practice management · 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
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