Acquisition

11/10/2017

M&A Activity Among RIAs Slows Down In 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.

Leading independent broker dealer, Kestra Financial acquires H. Beck, Inc. — News Releases

10/27/2017

Kestra Financial Announces Acquisition of H. Beck, Inc. From Securian Financial Group

Acquisition represents Kestra Financial’s commitment to independent wealth management

05/24/2018

Another Experienced Team of Wirehouse Advisors Aligns with Kestra Private Wealth Services

Undivided Wealth Management chose independence via Kestra PWS’ platform to improve client service

02/27/2018

Davis Advisory Group Joins Kestra Financial

Partnership to focus on implementation of innovative technology and practice enrichment solutions

09/12/2017

Kestra Financial Acquires Rinvelt & David, LLC

New relationship ensures lasting legacy for Rinvelt & David, continues Kestra Financial’s growth momentum

Company Acquisition Transition — News Releases

01/31/2018

Kestra Financial Adds Carlson Asset Management to Platform

Industry-leading independent advisor platform, Kestra Financial, Inc. (Kestra Financial), has been selected by Carlson Asset Management as its independent wealth platform of choice.

05/22/2018

Kestra Financial Adds Newly Formed Team of Seasoned Advisors

Four experienced advisors band together to create New Jersey-based Synthesis Wealth Planning

03/15/2018

Kestra Financial Brings On Maryland-based Potomac Financial Consultants

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.

Business Growth Performance — News Releases

10/22/2018

Kestra Financial, Inc. to Acquire Reliance Trust Company of Delaware

Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities

04/09/2018

Kestra Financial Recruits Griffin Financial Group

Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support

03/07/2018

Kestra Financial Recruits The Main Street Group

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.

10/29/2018

Kestra Financial Welcomes Austin Moon III as Vice President of Business Development

New hire will build on his impressive and extensive experience in the financial services industry to help drive recruiting effortsThis is the synopsis

04/12/2018

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

True Alpha Wealth Management joins Kestra PWS

Kestra PWS, a registered investment advisor subsidiary of Kestra Financial, Inc., that supports independent advisor teams nationwide, announces the addition of Intrinsic Mutual Advisors and Stone Beacon Capital, each led by former wirehouse advisors — News Releases

01/19/2017

Kestra Private Wealth Services Wins New Advisors with $240 Million in Assets

Firm’s recruitment momentum continues with new offices in California and New York

09/17/2018

Personal Benefit Financial Selects Kestra Financial

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.

04/23/2018

Questmont Strategic Wealth Advisors Chooses Kestra Financial

Firm selects Kestra Financial for its culture and innovative, integrated technology solutions

05/17/2018

Kestra Private Wealth Services Recruits Experienced Breakaway Team

Liberty Wealth Solutions is the latest advisor team to join Kestra PWS from a wirehouse firm

Leading independent broker dealer, Kestra Financial recruits Dudum Financial — News Releases

01/17/2017

Kestra Financial Recruits $140 Million Firm Dudum Financial

State-of-the-art technology continues to attract large, established firms to Kestra Financial

02/22/2018

Two More Wirehouse Veterans Join Kestra Private Wealth Services

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.

Robert Bartenstein | 11/26/2018

Leaving the Wirehouse? Here are Four Valuable Points to Consider

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.

James Poer | 01/02/2018

What Does 2018 Hold for Financial Services?

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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