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Deals Of The Day: The Latest In Wealth Management M&A – Kestra

Editorial Staff June 7, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Kestra

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Kestra Private Wealth Services, the Austin, Texas-headquartered hybrid RIA, has added the financial professional team at Attain Wealth Partners to its platform. 

Attain’s personnel offer clients tailored solutions from wealth and investment management to retirement for UHNW clients and others. It looks after more than $500 million of client assets. 

Prior to founding Attain Wealth Partners, the team was associated with Merrill Lynch Wealth Management.

Kestra’s platform is composed of its independent RIA as a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models.

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