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Kestra Scores $600M NYC Firm

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through iCapital partnership. ....

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RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. ....

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Kestra Private Wealth Services Snags Edward Jones Advisor

Will Gungoll left Edward Jones to found Buffalo Capital, named to honor his Native American heritage and community. ....

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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
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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. ....

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