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Saturday, October 3, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
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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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