Kestra Private Wealth Services Adds $590 Million Provista Wealth Advisors
Greenville, SC-based firm seeks to provide higher quality service, advice, and solutions through the Kestra PWS independent model.
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News Releases
Kestra Financial Launches Retirement Plan Enterprise in Partnership With Envestnet Retirement Solutions
Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
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Kestra Financial Welcomes Industry Veteran Jennifer Hollers as Head of Financial Planning
Kestra Financial announces the hiring of Jennifer “Jen” Hollers as Head of Financial Planning. This new role deepens Kestra’s commitment to the financial professionals on its platform, enhances financial planning services, and further improves the client experience.
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated technology platform
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