In the latest installment of Kestra PWS Out Loud, Kestra Private Wealth Services CEO Rob Bartenstein speaks with Keith Brandt, Bradley Saunders, and Krista Murray about their path to independence, how Kestra PWS supported them throughout the process and the impetus behind the merger.
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Combined firm principals will manage nearly $500 million in assets.
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Thinking of switching platforms, but not sure if it is the right time? While the COVID-19 pandemic has certainly changed the way business is conducted, many pre-pandemic best practices for successfully transitioning platforms still ring true.
Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
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