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Kestra Financial with three initiatives across subcategories of the “Broker-Dealers – 1,000 Advisors or More” category:
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“Practice Management” – Kestra’s Peer Perspectives Program, which connects Kestra’s community of financial professionals to enable collaboration and knowledge sharing that drives growth, profits and strength in community.
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“Service” – Kestra’s Paraplanning Services, which streamline financial planning for professionals so they can concentrate on serving clients and driving repeatable, scalable growth in their businesses.
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“Transition Support” – Kestra’s Onboarding Reimagined initiative, which introduced innovative tools and resources, dedicated onsite support teams, and expert consultants, that supported a seamless onboarding of a record $8.5 billion in new assets in 2022, while the new integrated bulk account upload tool reduced the time to move accounts and assets by 75%.
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Kestra Investment Management (KIM), shortlisted in two subcategories within the “Asset Managers” category:
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“New Product Development” – KIM’s Model Portfolio Series, made up of multi-manager model portfolios that combine diversified asset allocation best practices with macro views on capital markets and the economy, and are exclusively available to professionals associated with the Kestra Holdings ecosystem.
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“Thought Leadership Advisor Education” – KIM Chief Investment Officer Kara Murphy’s “Markets in a Minute” newsletter, which offers professionals and their clients engaging market insights on the economy, investing, and other timely topics that are clear, jargon-free and client-ready.
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Bluespring Wealth Partners, shortlisted for two initiatives in the “Advisor Support Platforms – Registered Investment Advisors (RIAs)” category:
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“RIA Support Platform of the Year” – Bluespring Blueprint for Growth, a newly launched program designed to support Bluespring’s partner firms with client acquisition and effective lead generation in order to increase revenue and ultimately drive B2C growth.
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In addition, Quint Tatro, Managing Director and Chief Investment Officer at Joule Financial, a Bluespring Wealth Partners firm, was also named a finalist within the “Individual RIA Firm Leaders – Thought Leader of the Year” category for his podcast, DIY Money.
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Kestra Holdings’ Subsidiaries Shortlisted across Seven Categories for WealthManagement.com’s 2023 Industry Awards
AUSTIN, Texas - Kestra Holdings, an industry-leading wealth management platform, announced today that multiple subsidiaries have been named finalists in seven categories for WealthManagement.com’s 2023 Industry Awards, known as the “Wealthies.” Across its companies, Kestra was one of the most-nominated firms this year.
An annual program, the Wealthies recognizes the best companies, people, and organizations supporting the success of financial professionals. The seven Kestra Holdings businesses and initiatives nominated include:
After a highly competitive submission process, this year’s finalists were selected from more than 1,000 entries spanning 413 companies. Winners across 92 categories will be chosen by an independent panel of judges from more than 400 finalists. The full list of 2023 finalists is available here.
“We’re laser-focused on creating unique value for our financial professionals and their clients and are dedicated to providing a seamless set of resources and technology to empower their success,” said James Poer, CEO of Kestra Holdings. “We’re pleased to receive recognition of these efforts in the form of a high-volume of award nominations from the Wealthies.”
Celebrating its ninth year, the annual WealthManagement.com Industry Awards ceremony will be held, and winners announced, at the Ziegfeld Ballroom in New York on Thursday, September 7, 2023.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $128 billion in assets under administration (AUA) and support more than 2,200 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Awards and recognitions by unaffiliated rating services, companies or publications should not be construed by a client or prospective client as a guarantee that a certain level of results will be achieved if a subsidiary of Kestra Holdings is providing financial services; nor should they be construed as a current or past endorsement of any Kestra subsidiary or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized recipient. No compensation was provided directly or indirectly to WealthManagement.com to be considered for these awards.
Media Contact
Gregory FCA for Kestra Holdings
John Hanlon, 609-457-3049
kestra@gregoryfca.com
