Austin Business Journal spoke with Kestra Financial CEO James Poer to get some insight into what it all means for wealth managers and the high net worth clients who depend on them.
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Mike Pedlow, Kestra Financial's Chief Compliance Officer, was recently recognized by FSI's Advocacy Circle of Excellence for his efforts to advance the interests of investors and the independent financial services industry.
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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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Read insights from Kestra Financial-associated financial professional Frances Gardner of Gardner Wallace Financial Solutions on what you need to know about independent financial advisors.
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