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.
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Acquisition
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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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.
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Financial-Adviser Retirement Wave That Could Put Trillions of Assets in Play is Kicking Into High Gear
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
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Faster Pace of Consolidation
Kestra Holdings CEO James Poer explains why small advisory firms that are resistant to affiliation or acquisition will struggle.
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‘Instant credibility’: Kestra sees significant M&A opportunity
Kestra Holdings CEO James Poer explains how the firm is looking to take advantage of succession trends.
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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.
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Meet Bluespring Prez Stuart Silverman
Stuart Silverman, president of Bluespring Wealth Partners, speaks about his entrepreneurial journey.
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Navigating 'Client Concentration Risk' in a Sale
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.
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Retiring FAs Getting Creative With Deal Making Amid Pandemic
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.
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The Role of Private Equity in Wealth Management
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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The Role of Succession Planning in Taking on Institutional Capital
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.
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Which BD Services Are More Important During Coronavirus?
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.
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What Kestra is Doing With its New Private Equity Injection
James Poer, CEO of Kestra Financial, Inc. talks more acquisitions are on the way in a video with Financial Advisor IQ.
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Kestra Private Wealth Services Expands National Presence With Addition of Oklahoma-Based Buffalo Capital Management
Seeking freedom to deliver elevated service, OK-based firm chooses to partner with Kestra PWS for access to comprehensive support model.
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Kestra Private Wealth Services Onboards BYRT Financial Advisors
Financial planning firm looks to welcome additional advisors and acquire other firms with full-service support of Kestra PWS
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Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management
Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service
Kestra Financial Wraps 2023 With Record Recruiting and $9.5 Billion in New Assets
Company expects to build on milestone-year with continued growth and expansion in 2024
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Kestra Financial Enhances Client Service Capabilities by Onboarding $300 Million Element Wealth Advisors
Atlanta-based firm joins Kestra Financial to expand client offerings and enhance high-touch client service
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Kestra Financial Welcomes $600 Million Borger Financial Services
New York City based firm projects promising growth with support of Kestra’s wealth management platform
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Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model.
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Kestra Financial Keeps Pace with Strong Growth in 2023, Winning 26 Financial Professionals and $3 Billion in New Assets in First Quarter
Continued momentum fueled by 26 financial professionals attracted to close-knit culture and strong commitment to the independent space.
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Kestra Private Wealth Services Welcomes $250 Million Inspired Wealth Planning
Cordele, Georgia-based firm seeks to deepen client service offerings and community impact.
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$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial
Mission Financial Planners sought partner to drive growth through community, collaboration, and consulting support.
Kestra Private Wealth Services Expands Texas Footprint With Addition of $170 Million Kaizen Wealth Planning
Victoria, Texas-based team joins Kestra PWS to reap benefits of independence, embrace entrepreneurial culture, and enhance client experience.
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Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra.
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Kestra Private Wealth Services Expands Inspired Wealth Planning With Addition of Industry Veteran
Addition of Bob McCullough and opening of second office location highlight Kestra PWS’ commitment to the growth and evolution of its existing firms
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Kestra Private Wealth Services Welcomes $200 Million Advisor Team, Catalyst Retirement Solutions
Salt Lake City, Utah-based firm joins Kestra PWS' platform for enhanced client offerings and strong cultural alignment.
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First-Class Culture and Resources Attract $650 Million Powerhouse, Kindred Wealth Partners, to Kestra Private Wealth Services
Firm sought independence to expand services and offerings for next generation of clients
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Summiteer Financial Finds Next-Level Technology, Flexible Environment, and Enhanced Client Service Capabilities with Kestra Private Wealth Services
Overseeing $181 million in client assets, the Austin, Texas-based firm looks to embrace its entrepreneurial spirit
Kestra Private Wealth Services Welcomes $442 Million Mooshi Wealth Planning & Management
Joseph Mooshi joins Kestra PWS, bringing a service-oriented and personalized approach to wealth planning for clients across various life stages
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Kestra Financial Announces Acquisition of H. Beck, Inc. From Securian Financial Group
Acquisition represents Kestra Financial’s commitment to independent wealth management
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Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
30-year industry veteran sought full-service support to enhance the client experience.
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Alpha Wealth Advisors Aligns with Kestra Financial
Virginia-based team sought personalized, high-touch service to fuel business growth.
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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
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Kestra Private Wealth Services Expands Ohio Presence with Addition of $500 Million Team at Attain Wealth Partners
The Ohio-based firm aims to strengthen and build client relationships with the help of Kestra Private Wealth Services.
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Bluespring Wealth Partners Acquires Financial Partnership Stake in U.S. Financial Services
$950 million firm lays groundwork for future growth with succession planning solutions from Bluespring Wealth Partners.
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Bluespring Wealth Partners Acquires Hickory Asset Management
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).
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Bluespring Wealth Partners Acquires Ted Jenkin’s Believeland
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.
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Bluespring Wealth Partners Acquires Vector Wealth Management
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.
Bluespring Wealth Partners Announces Partnership of D.C. Area Firms to Create Female-Led Powerhouse, Operating As Curo Private Wealth
Two Bluespring Wealth teams merge to strengthen its greater D.C. hub, allowing the reimagined firm to better serve existing clients and expand their reach.
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Bluespring Wealth Partners Leads Acquisition of Financial Interest in Beacon Financial Group
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.
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Bluespring Wealth Partners Starts 2020 With $400 Million Acquisition
Retirement Wealth Specialists bolsters resources while rapidly expanding client base
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Davis Advisory Group Joins Kestra Financial
Partnership to focus on implementation of innovative technology and practice enrichment solutions
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Experienced Breakaway Team Partners with Kestra Private Wealth Services
Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
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Kestra Financial Acquires Rinvelt & David, LLC
New relationship ensures lasting legacy for Rinvelt & David, continues Kestra Financial’s growth momentum
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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.
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Kestra Financial Adds Merkel Financial to Platform
Ohio-based firm chooses Kestra Financial for technology capabilities and robust service offering.
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Kestra Financial Adds Newly Formed Team of Seasoned Advisors
Four experienced advisors band together to create New Jersey-based Synthesis Wealth Planning
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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.
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Kestra Financial Closes Out 2022 With $8.5 Billion in New Recruitment Assets
Addition of 80 financial professionals driven by in-office culture, compassionate leadership, and easy-access resources, platform, and technology.
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Kestra Financial Dominates First Half of 2022 With $4.1 Billion in New Recruitment Assets
Addition of 50+ financial professionals driven by unmatched culture, top-notch platform and technology, and first-rate service.
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Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020
Momentum underscores firm’s mission to empower success for wealth management professionals across the country
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Kestra Financial, Inc Introduces Bluespring Wealth Partners
New company designed to acquire and support legacy-minded advisory firms.
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Kestra Financial, Inc. to Acquire Reliance Trust Company of Delaware
Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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Kestra Financial Onboards Russell Giammarino Wealth Management
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management.
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Kestra Financial Recruits Griffin Financial Group
Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
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Kestra Financial Recruits Rapidly Expanding Ivory Wealth Management
$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
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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.
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Kestra Financial Welcomes Gardner Wallace to Platform
Texas-based firm drawn to advanced technology solutions and business consulting support
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Kestra Financial Welcomes Moore Wealth Management and Abundance
Recruitment momentum continues with latest firms to join Kestra Financial.
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Kestra Financial Welcomes Newly Formed Team of Experienced Advisors
Three seasoned advisors have banded together to establish Noble Wealth Advisors.
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Kestra Private Wealth Services Leads Another Wirehouse Team to Independence
True Alpha Wealth Management joins Kestra PWS
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Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals.
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach.
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Kestra Financial Firm Brings Aboard New Talent to Strengthen Roster
Strategic new hire brings Kestra firms’ collective oversight to $2.3B in assets under management.
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Kestra Financial Welcomes $400 Million Lodi Wealth Advisors
Dedicated advisor duo eyes growth through new partnership.
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Mundi Financial Joins Kestra Private Wealth Services
Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
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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
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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.
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Polaris Private Wealth Goes Independent With Kestra Private Wealth Services
Two Merrill Lynch teams merge to form firm dedicated to providing top-tier client service with Kestra PWS’ flexible model.
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Questmont Strategic Wealth Advisors Chooses Kestra Financial
Firm selects Kestra Financial for its culture and innovative, integrated technology solutions
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Kestra Private Wealth Services Recruits Experienced Breakaway Team
Liberty Wealth Solutions is the latest advisor team to join Kestra PWS from a wirehouse firm
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Kestra Financial Recruits $140 Million Firm Dudum Financial
State-of-the-art technology continues to attract large, established firms to Kestra Financial
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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.
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