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Kestra Holdings' Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards

Kestra Holdings' Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

Kestra-institutional-services
Kestra-advisory-services
Kestra-investment-services
Kestra-holding-subsidiaries-recognized-for-excellence
Bluespring-wealth-partners
Arden-trust-company
Kestra-holdings
Kestra-private-wealth-services
Holding-subsidiaries-recognized
Transition-support
Advisor-support-platforms

CoastalOne Taps Financial Services Leader Yanni V. Bousnakis, CFA to Fill Newly Created Role of Chief Product Officer

/PRNewswire/ CoastalOne, an exclusive wealth management firm for independent advisors, today announced industry leader Yanni V. Bousnakis, CFA has joined.

Delaware
United-states
Joseph-kuo
Kevin-keefe
Yanniv-bousnakis
Michael-dugan
Head-of-investment-solutions-at-cetera-financial
Coastal-investment-advisors-inc
Coastal-equities-inc
Chief-product
Kestra-financial
Chief-executive-officer

Atria Completes Acquisition of Kestra's Grove Point Financial

The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.

Michelle-barry
Doug-ketterer
Eugene-elias
Warburg-pincus
Kestra-holdings
Kestra-private-wealth-services
Kestra-advisory-services
H-beck-inc
Morgan-stanley
Financial-services
Atria-wealth-solutions
Financial-group

RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.

New-york
United-states
North-dakota
Chicago
Illinois
Monterey
Seattle
Washington
Bluespring
Colorado
Winter-park
Florida

How LPL scored a $1.5B advisor team from Kestra

How LPL scored a $1.5B advisor team from Kestra
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

California
United-states
Arizona
Stephen-langlois
Jodie-papike
Jake-cercone
Carmen-cercone
Mark-elzweig
Atria-wealth-solutions
Kestra-financial
Grove-point-financial
Watermark-wealth-strategies

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