Kestra’s Bluespring Acquires $1.1B RIA Synthesis Wealth Planning in Fifth Deal of 2026

May 20, 2026

Kestra’s Bluespring Affiliate Reports $1.3B in Assets After Florida RIA Merger

March 11, 2026

Kestra’s Bluespring Adds $2.3B SHP Financial to Growing RIA Platform

February 10, 2026

Kestra’s Bluespring Expands Pittsburgh Footprint With $600M Coghill Acquisition

January 28, 2026

Kestra Financial Appoints Head of Advanced Planning, Announces Tech Partnership

January 21, 2026

Former Commonwealth-Affiliated Firm With $800M AUM Joins Kestra Financial

November 21, 2025

Kestra’s Bluespring Acquires $1.41B Pittsburgh-Based Signature Wealth

November 4, 2025

Kestra’s Bluespring Acquires $364M Halcyon Wealth Advisors

July 22, 2025

Kestra Financial Adds $2.4 Billion in Recruitment Assets in Q1 2025

April 24, 2025

Kestra Financial Names Head of Wealth Management as Next President

January 13, 2025

Kestra Financial Lures $1.4 Billion Wealth Empowerment Financial Strategies

October 30, 2024

Kestra Financial Grows Partnership With iCapital to Enhance Advisers’ Alts Offerings

September 13, 2024

Financial Services Institute Announces 2024 Advocacy Award Honorees

August 27, 2024

Bluespring Acquires $500 Million Indiana-Based Shelton Financial Group

July 23, 2024

Kestra Financial Adds $400 Million N.Y.-Based Lodi Wealth Advisors From Lincoln Financial

June 17, 2024

Kestra RIA Brings Aboard $500 Million Team From Merrill Lynch

June 11, 2024

Bluespring Wealth Partners Acquires $750 Million KDI Wealth Management

May 22, 2024

Former UBS Team Leaves Wirehouse Channel for Kestra

June 3, 2019

Private Equity Firm to Purchase Majority Stake in Kestra Financial

February 26, 2019

Private Equity Firm Taps Goldman to Sell Kestra Financial

December 18, 2018