Stephen Langlois, who served as chief revenue officer and head of business development at eMoney Advisor until he stepped down in January, has been named president of Kestra Financial. James Poer will remain CEO of the parent company, Austin, Texas-based Kestra Financial Inc., the company said in a release.
Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment adviser platforms, with a focus on delivering technology and platform innovation.
Before his 2½ years at eMoney, Langlois spent more than five years at Fidelity and seven years as an executive vice president at LPL Financial.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
