Financial professionals with more than $1.3 billion assets under management have joined Kestra Financial in the second quarter, building on the wealth management platform’s strong start to the year.
With 23 new additions in the quarter, the firm had welcomed 49 since the start of the year with a combined AUM of $4.6 billion.
Daniel Schwamb, EVP of Business Development at Kestra Financial, says that the firm’s award-winning customer service and onboarding team, resources, and leadership team in its Austin, Texas home office, are attracting financial professionals.
“We anticipate sustained momentum in the second half of 2023, a true testament to our dedication to empowering the success of our financial professionals and providing the necessary resources to evolve, reinvent and innovate their businesses while enabling their growth and the ability to provide superior client service, he said.
The new additions to Kestra during the second quarter were:
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
