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How relationships helped Kestra win a $1 7B Principal team

How relationships helped Kestra win a $1 7B Principal team
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.

Fort worthUnited statesMichelle merkelMark elzweigTurner symondsStacey frankJodie papikeStephen langloisZach claridayDax symondsKestra austinKestra advisory councilKestra financialPrincipal securitiesWealth managementElite consulting partners

IBD Elite 2023: What is an OSJ | Financial Planning

IBD Elite 2023: What is an OSJ | Financial Planning
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.

United statesUnited kingdomPat sullivanStephen langloisRita robbinsBrad walesRobert russoJohn hylandNate lenzFrank smithJodie papikeJimmy leeGail murdochTrutoro gail murdochDebra shannonPaul tolley

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.

United statesStephen langloisJodie papikeJake cerconeCarmen cerconeMark elzweigAtria wealth solutionsKestra financialGrove point financialWatermark wealth strategiesRich steinmeierThom powersElite consulting partnersTexas based kestraWest coast

Ex-LPL branch Level Four acquires Mid-Atlantic Securities

Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.

United statesJimmy gloverEdmon jakeBriggs ingramRaymond jamesStephen langloisJohn nashJohn langstonFinancial groupLevel four groupRepublic capital groupTd ameritradeHarbor financial servicesBoenning scattergood private client groupKestra holdingsCharles schwab

Ram Nagappan Invests in AI-Powered Digital Assistant Startup Cognicor

It was also announced that insurtech expert Toan Huynh was joining CogniCor's advisory board.

New yorkUnited statesRamaswamy nagappanSindhu josephKestra stephen langloisKarl gouverneurMellon pershingMulticultural innovation lab cohortToan huynhSmart callInautix technologiesNew york cityCloud sherpasStephen langloisFormer northwestern mutualSixthirty venture atul kamra