The new firm uses AI to help wealth management firms grow.
David Yeske is taking over as chair of the board of directors.
The addition is part of an aggressive growth plan, the Los Angeles-based firm said.
The platform eliminates the need for RIAs to hold an insurance license.
The veteran investor is well known in the industry for his annual financial predictions.
The move positions the Georgia firm to become an acquirer, Kestra said.
Employees have new options this year under the Secure 2.0 Act.
But he predicted that the rally would fade as the year goes on.
Questions on the newly-effective law will be on exams this year.
Derek Lawson is a Kansas State University professor focusing on behavior finance.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
