Mergers and acquisitions involving RIA firms are down so far this year, but pent-up demand could lead to an increase in deals next year, according to James Poer, CEO of Kestra Financial, an independent advisory platform in Austin, Tex.
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James Poer, the CEO of Kestra Financial, recently partnered with a private equity investor and discusses the role of private equity in wealth management.
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Acquisition represents Kestra Financial’s commitment to independent wealth management
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Virginia-based team sought personalized, high-touch service to fuel business growth.
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Undivided Wealth Management chose independence via Kestra PWS’ platform to improve client service
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Partnership to focus on implementation of innovative technology and practice enrichment solutions
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Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
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New relationship ensures lasting legacy for Rinvelt & David, continues Kestra Financial’s growth momentum
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Industry-leading independent advisor platform, Kestra Financial, Inc. (Kestra Financial), has been selected by Carlson Asset Management as its independent wealth platform of choice.
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Ohio-based firm chooses Kestra Financial for technology capabilities and robust service offering.
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Four experienced advisors band together to create New Jersey-based Synthesis Wealth Planning
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Kestra Financial, Inc., an industry-leading independent advisor platform, today announced the addition of Potomac Financial Consultants, a boutique, independent financial services firm with a history spanning over three decades.
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New company designed to acquire and support legacy-minded advisory firms.
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Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
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Industry-leading independent advisor platform, Kestra Financial, Inc. (Kestra Financial), announced today the addition of The Main Street Group, the latest in its recent recruitment streak.
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Texas-based firm drawn to advanced technology solutions and business consulting support
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New hire will build on his impressive and extensive experience in the financial services industry to help drive recruiting effortsThis is the synopsis
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True Alpha Wealth Management joins Kestra PWS
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Firm’s recruitment momentum continues with new offices in California and New York
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Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, today announced it has been selected by Personal Benefit Financial as its independent advisor platform.
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Firm selects Kestra Financial for its culture and innovative, integrated technology solutions
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Liberty Wealth Solutions is the latest advisor team to join Kestra PWS from a wirehouse firm
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State-of-the-art technology continues to attract large, established firms to Kestra Financial
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Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today announced the addition of financial advisors Ed Klein and Graham Pearce to its advisory platform. Together, the two advisors manage more than $215 million in assets.
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Advisors are increasingly reaching a fork in their career paths, one that demands action on the nagging urge to make the move to independence and true business ownership.
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Now that 2017 is officially in the books, the financial services industry can turn its attention to 2018 and all that’s in store for us this year.
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