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US in the news: CI Financial buys Silicon Valley wealth manager

US in the news: CI Financial buys Silicon Valley wealth manager
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Another RIA Gets Into the Trust Business

Another RIA Gets Into the Trust Business
Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it s unlikely to be a widespread trend.
Last week, Moneta, a registered investment advisor with $27 billion in assets under management, launched its own trust company, Moneta Trust. Moneta CEO and Chairman of the Board Eric Kittner said the move by the partner-owned company was motivated by client demand as well as the RIA’s desire to control the process of establishing and servicing the legal structures for clients.
“From a service level perspective, we felt it would be better if we had control, and quite frankly, our clients really wanted us to truly serve in that capacity and not outsource it to a third party,” Kittner said. ....

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Kestra Holdings Welcomes Kyle Weckman as New Head of Cybersecurity and Technology Risk

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Kestra Holdings, an industry-leading wealth management platform provider, today announced the appointment of Kyle Weckman as Head of Cybersecurity and Technology Risk.
In this new role, Weckman will define and execute Kestra Holdings’ cyber and technology risk strategy, leveraging a fully cloud-based set of tools and a modern approach to identity and protect the firm’s perimeter and endpoints, while positioning its cybersecurity approach as a competitive advantage. Weckman will report to Chief Information Officer Nick Harness.
“Strengthening our cybersecurity is a top priority for Kestra Holdings as the number of threats continues to increase, particularly in the financial services industry,” said Harness. “Kyle brings the right balance of technical expertise, regulatory understanding, and business acumen to ensure we provide a highly secure, yet user-friendly platform, for client ....

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