A large Texas-based wealth management team specializing in workplace retirement plans has signed on to Kestra Financial, bringing $1.7 billion in assets under management to the independent broker-dealer’s platform.
Symonds Wealth Management, based in Fort Worth, says it opted to affiliate with Austin-based Kestra to support its continued growth, pointing to the resources the firm can offer in areas like business consulting and technology.
“[W]e…
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