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Kestra Financial

In PWD coverage since August 19, 2026 · 3 stories
3Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Kelly Apple
Aug 18 · exec change
Kelly Apple
Aug 18 · exec change
Kelly Apple
Aug 18 · exec change
PWD coverage
practice

Kestra puts a product executive in charge of wealth management

Kelly Apple's resume suggests the platform's next phase is a deeper shelf of offerings.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.