Tag : Shuang Chen

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

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

Business Wire
Kestra Financial appoints new Head of Advanced Planning and announces partnership with RightCapital to provide turnkey access to financial planning software Kestra Financial, an industry-leading wealth management platform, announced significant investments in its advanced planning offering to help advisors deliver more comprehensive, personalized financial strategies to their clients. This includes the......
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