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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Kelly Apple

In PWD coverage since August 19, 2026 · 7 stories
PWD coverage
Moves

Kestra Financial adds $550 million Texas planning team as wealth build-out continues

Ecclesiastes Wealth Partners, founded by Shannon Harris, brings about $550 million in client assets and three principals to the Austin broker-dealer.
Moves · Aug 26Prosperity taps Forvis Mazars wealth leader as president
Features · Aug 23FiNet's bank-team raid redraws the independent channel
M&A · Aug 21Coastline turns to private credit for its next dozen deals
practice · Aug 19Kestra puts a product executive in charge of wealth management
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
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