Three Things to do Now to Maximize the Value of Your Business Before a Sale
Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
Read More08/07/2020
Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
Read More05/12/2020
Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on how more advisers are looking to prep for their own exits
Read More12/01/2020
Kestra Holdings CEO James Poer explains how the firm is looking to take advantage of succession trends.
Read More11/10/2017
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.
Read More11/30/2020
Stuart Silverman, president of Bluespring Wealth Partners, speaks about his entrepreneurial journey.
Read More06/01/2020
Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Partners, on ensuring there's a culture fit between buyer and seller when acquiring a firm.
Read More05/13/2020
Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on how innovative retirement deal structures are emerging to protect the interests of both buyers and sellers.
Read More03/26/2019
James Poer, the CEO of Kestra Financial, recently partnered with a private equity investor and discusses the role of private equity in wealth management.
Read More02/08/2020
Stuart Silverman, the President of Bluespring Wealth Partners, discusses with Advisor Perspective why advisors are hesitant to part ways with their firms, how they can identify a successor and how institutional capital can help fuel succession strategies.
Read More06/30/2020
Our Chief Operating Officer, Kris Chester joined Financial Planning Senior Editor Tobias Salinger, for a podcast discussing how Kestra Financial supports advisors across two IBD subsidiaries, an RIA M&A arm, and a breakaway RIA channel.
Read More10/02/2019
James Poer, CEO of Kestra Financial, Inc. talks more acquisitions are on the way in a video with Financial Advisor IQ.
Read More10/27/2017
Acquisition represents Kestra Financial’s commitment to independent wealth management
Read More08/06/2019
Virginia-based team sought personalized, high-touch service to fuel business growth.
Read More05/24/2018
Undivided Wealth Management chose independence via Kestra PWS’ platform to improve client service
Read More08/05/2020
$950 million firm lays groundwork for future growth with succession planning solutions from Bluespring Wealth Partners.
Read More08/20/2019
Bluespring Wealth Partners, LLC (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, announces the acquisition of Hickory Asset Management, Inc. (Hickory Asset Management).
Read More08/27/2019
Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.
Read More11/14/2019
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.
09/17/2019
Beacon Financial Group is the latest RIA to join Bluespring Wealth Partners, LLC (Bluespring Wealth Partners), a business focused exclusively on acquiring experienced registered investment advisor and wealth management firms.
Read More01/30/2020
Retirement Wealth Specialists bolsters resources while rapidly expanding client base
Read More02/27/2018
Partnership to focus on implementation of innovative technology and practice enrichment solutions
Read More05/30/2019
Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
Read More09/12/2017
New relationship ensures lasting legacy for Rinvelt & David, continues Kestra Financial’s growth momentum
Read More01/31/2018
Industry-leading independent advisor platform, Kestra Financial, Inc. (Kestra Financial), has been selected by Carlson Asset Management as its independent wealth platform of choice.
Read More07/10/2019
Ohio-based firm chooses Kestra Financial for technology capabilities and robust service offering.
Read More05/22/2018
Four experienced advisors band together to create New Jersey-based Synthesis Wealth Planning
Read More03/15/2018
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.
Read More05/14/2020
Momentum underscores firm’s mission to empower success for wealth management professionals across the country
Read More07/17/2019
New company designed to acquire and support legacy-minded advisory firms.
Read More10/22/2018
Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
Read More04/14/2020
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management.
Read More04/09/2018
Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
Read More02/24/2020
$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
Read More03/07/2018
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.
Read More03/18/2019
Texas-based firm drawn to advanced technology solutions and business consulting support
Read More10/29/2018
New hire will build on his impressive and extensive experience in the financial services industry to help drive recruiting effortsThis is the synopsis
Read More09/05/2019
Recruitment momentum continues with latest firms to join Kestra Financial.
Read More10/14/2019
Three seasoned advisors have banded together to establish Noble Wealth Advisors.
Read More04/12/2018
True Alpha Wealth Management joins Kestra PWS
Read More09/10/2019
Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
Read More01/19/2017
Firm’s recruitment momentum continues with new offices in California and New York
Read More09/17/2018
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.
Read More04/23/2018
Firm selects Kestra Financial for its culture and innovative, integrated technology solutions
Read More05/17/2018
Liberty Wealth Solutions is the latest advisor team to join Kestra PWS from a wirehouse firm
Read More01/17/2017
State-of-the-art technology continues to attract large, established firms to Kestra Financial
Read More02/22/2018
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.
Read MoreRobert Bartenstein | 11/26/2018
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.
Read MoreJames Poer | 01/02/2018
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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