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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Kelly Apple

In PWD coverage since August 19, 2026 · 4 stories
PWD coverage
M&A

Coastline turns to private credit for its next dozen deals

The Kestra affiliate's $100 million facility funds its next 12 acquisitions with debt instead of equity, giving the lender a senior claim on the client book.
practice · Aug 19Kestra puts a product executive in charge of wealth management
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
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