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RIA Roundup: Atria to Acquire Grove Point Financial From Kestra

The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.

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Kestra Holdings sells Grove Point Financial to Atria Wealth Solutions

The sale of $15 billion Grove Point Financial comes as smaller broker-dealers confront market headwinds.

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Atria buys Grove Point Financial from Kestra

Atria Wealth Solutions has agreed to buy Grove Point Financial, with $15 billion in assets and roughly 400 advisors, from Kestra.

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Mastering Effective Listening

Clients who think their advisor really hears what they’re saying tend to stick around for longer.

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Kestra's debt is soaring: Moody's Investors Service

The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.

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