Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Kestra Financial

In network coverage since August 19, 2026 · 12 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.
Network coverage
The Wrap

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

All five teams landed on independent platforms and four named a source firm, while only Fitzgerald Financial Group, at $185 million, disclosed an 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
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 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
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.