News Releases

02/09/2026

Kestra Financial Marks a Year of Momentum at ASCEND 2026

Annual advisor conference breaks attendance record for second year in a row, setting forth a focused vision for the future of growth in wealth management,

a graphic announcing how KEstra is growing of advanced planning capabilities — News Releases

01/21/2026

Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership

Kestra Financial appoints new Head of Advanced Planning and announces partnership with RightCapital to provide turnkey access to financial planning software.

A graphic welcoming Grandview Partners to Kestra Financial. The graphic contains both the Grandview Partners and Kestra Financial logos. — News Releases

11/20/2025

Grandview Partners Joins Kestra Financial’s Advisor Community

New England-based team joins with approximately $800 million in AUM, reinforcing its commitment to high-quality, relationship-driven service.

A graphic announcing the partnership between Kestra Financial and Zocks. The graphic reads "Kestra Financial announces partnership with Zocks" the graphic also contains the Kestra Financial and Zocks logos. — News Releases

11/12/2025

Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Exclusive partnership enables compliant use of AI automation for the Kestra Financial advisor network.