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Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
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Sequoia Financial Group to Add Special Needs Expertise with Affinia

Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.

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Kestra Financial continues strong growth as 23 professionals add $1.3B AUM

The second-quarter additions follow the 26 who joined the platform in Q1.

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RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets

Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.

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Q&A: Alex Sauickie, CEO of AdvicePay

The newly-appointed CEO of AdvicePay took the time to talk with WealthManagement.com.

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