$230M Firm Aligns with Kestra With Eye Toward Personalized Service
Financial advisors Mary Margaret Kastelberg and Troy Flinn decided to affiliate with Kestra Financial because they didn’t want “a broker-dealer for the masses,” Flinn says.
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Business Growth
2021 Wealth Management Industry Outlook
James Poer, CEO of Kestra Holdings, outlines three key industry trends he expects for 2021 in Financial Advisor Magazine.
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4 Steps to Add Ideal Clients
Read insights from Amy Gordona, Head of Marketing at Kestra Financial on ways to focus on a segment of the market where you can provide the most value.
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A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services
The pandemic may have disrupted business as we know it, but the move to independence is still red hot. Listen to Kestera Private Wealth Services' CEO Rob Bartenstein on AdvisorHub's podcast with Tony Sirianni for an insider's look at what's happening with today's breakaways.
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Entrepreneurs Share the Tips that Helped Them Succeed
Read insights from Kestra Financial-associated advisor Kurt Wiegert, a certified financial planner and president of Towson Wealth Management in Towson, Maryland, on managing a successful side hustle.
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FA Hiring Slowed in Q2 but 2020 Still Better than Last Year
James Poer, CEO of Kestra Holdings, is hopeful that advisor recruiting will pick up significantly in 2021.
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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Financial Wellness is Winning 401(k) Plan Business
Read insights from Taylor Hammons, head of retirement plans at Kestra Financial, on how financial wellness services help win 401(k) business.
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The Future of the Financial Planning Industry Depends on New Blood
Kestra Financial President Stephen Langlois explains why the financial industry is a great career path for young professionals.
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IBD Execs Get Real on Declining Numbers Survival Strategies
Firms have to help advisors embrace technology and become better at holistic planning or they will be merged out of the business, one exec says.
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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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Kestra Financial CEO Explains How Pandemic Hits Wealth Management
Austin Business Journal spoke with Kestra Financial CEO James Poer to get some insight into what it all means for wealth managers and the high net worth clients who depend on them.
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Know Your Niche: Advisors Share Secrets of Serving Target Markets
Read insights from Kestra Financial-associated advisor Eric Moore on how to specialize in planning for specific groups with common needs.
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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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Private Wealth Manager vs. Financial Planner: What's the Difference?
Read insights from Kestra Financial-associated financial professional Nathan Imboden of Questmont Strategic Wealth Advisors on the ways that private wealth management differs from financial planning.
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RIA Owners Need to Sell and Take the Cash Before It’s Too Late
Read insights from Stuart Silverman, President of Bluespring Wealth Partners, on why it is important to know when to sell RIAs.
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The Race to Embrace Fintech
Read insights from Kestra Financial-associated advisor David Berman of Berman McAleer on the importance of embracing technology in your business.
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What Does a Financial Advisor Do?
Read insights from Kestra Financial-associated financial professional Sonya Ranker of Questmont Strategic Wealth Advisors on the day-to-day role of a financial professional.
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What You Need to Know About Independent Financial Advisors
Read insights from Kestra Financial-associated financial professional Frances Gardner of Gardner Wallace Financial Solutions on what you need to know about independent financial advisors.
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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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Episode 10: How Beth and Lauren Richardson are Paving the Path for Female Financial Planners
Maleta Wealth Management Associate Lauren Richardson teamed up with her mother Beth to focus on the financial planning needs of female clients. Learn how they are evolving with the times and ramping up their marketing efforts in this #KestraOutLoud podcast
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Episode 11: The Power of Outsourcing with Rico Casares
In the latest episode of Kestra Out Loud, we spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program, about the ways outsourcing can benefit your business while saving you time.
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Episode 3: Top 5 Ways an Advisor Can Stand Out in 2020
We recently sat down with Jennifer French, Vice President of Business Development at FMG Suite, for a Kestra Out Loud podcast edition about ways financial professionals can differentiate themselves in 2020.
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Episode 8: How Marketing is the Ultimate Investment: Tactics and Advice from Financial Professional, Ted Jenkin
In an era when people are spending increasingly more time online (especially during the COVID-19 pandemic), having a solid digital marketing plan is critical for wealth management professionals says affiliated-financial professional Ted Jenkin.
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Kestra PWS Episode 2: Finding Independence with Full Service Support
Their experiences in wirehouse firms informed their strategy at Kestra PWS. On this episode of Kestra PWS Out Loud, CEO, Rob Bartenstein, and COO, Scott Wilson, share their unique approach to breaking away.
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Make the Move to Independence with Kestra Private Wealth Services
In the latest installment of Kestra PWS Out Loud, Kestra Private Wealth Services CEO Rob Bartenstein speaks with Keith Brandt, Bradley Saunders, and Krista Murray about their path to independence, how Kestra PWS supported them throughout the process and the impetus behind the merger.
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4 Proven Pillars of the Industry's Premier Turnkey Model: Kestra Private Wealth Services
We have been there, wanting the independence of running your own business but captive to a wirehouse model. Both the CEO and COO of Kestra Private Wealth Services were successful, veteran advisors, just like you. Using that first-hand experience, they created Kestra PWS, the industry’s premier turnkey model for financial professionals searching for independence.
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Going Independent with Kestra Private Wealth Services
Associated financial advisor Brad Saunders discusses why going independent with Kestra Private Wealth Services was the best career decision he has made.
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How Business Consulting Helps Grow Your Business and Empower Your Success
As a financial professional, your focus is on your clients, and providing them the best possible advice to help them achieve their important goals. But you're also an entrepreneur running a business, and sometimes the strategic growth of your firm can take a back seat.
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Grow with Kestra Private Wealth Services
See how our community of financial professionals seeking independence continues to grow through the turnkey support offered by Kestra Private Wealth Services.
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The Unwavering Culture of Kestra Financial
Associated financial advisor Rick talks about the culture of Kestra Financial and its importance in the 19-year partnership.
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Tailor-Made Technology at Your Fingertips
Financial professionals handle business in a variety of ways – many are using different technology, conduct client meetings differently, and have different office procedures. We designed a platform that intuitively serves those differences.
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Transitions Made Easy with the New Onboarding Portal
Switching advisor platforms is an important decision for your business and your clients. Learn about our approach and how we work with you personally every step of the way.
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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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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 Bolsters Team With New VP of Business Consulting
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success.
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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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Crawford Financial Services Aligns With Kestra Financial
Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.
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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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Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
Industry vets create breakaway firm catering to sophisticated clientele in the heart of New Jersey.
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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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First-Class Culture Attracts Marc Goldstein Associates to Kestra Financial
Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
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Former Wells Fargo First Vice President Aligns with Kestra Financial
$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
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Industry heavy hitter John Amore Joins Kestra Financial's Executive Team
New Executive Vice President of Wealth Management is the latest in string of powerhouse hires.
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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 Announces Recapitalization to Include Warburg Pincus
Warburg Pincus to help fuel next-generation growth for Kestra Financial
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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 2020 with $5.3 Billion in New Recruitment Assets
Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
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Kestra Financial Expands Business Capabilities with GS Select
Kestra Financial and Goldman Sachs Private Bank Select® (GS Select™) today announced the availability of the GS Select lending program to independent financial advisors and clients associated with the company’s largest broker-dealer and investment advisor subsidiaries.
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Kestra Financial Hires Joe Line as Vice President of Business Development
20-year industry veteran to support and expand Kestra Financial’s national network of sophisticated advisors
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Kestra Financial Hires Taylor Hammons as Head of Retirement Plans
New hire will add a dedicated leader to Kestra Financial’s growing set of retirement plan support services
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Kestra Financial, Inc. Completes Recapitalization Including Warburg Pincus
New ownership structure enhances Kestra Financial’s value stack for advisors.
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Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies.
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Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Company doubles down on growth strategy with Langlois who brings decades of wealth management experience; James Poer to remain CEO of the parent company, Kestra Financial, Inc.
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Kestra Financial Names Industry Innovator Elena Stebakov New VP of Product & Platform Management
Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience.
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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 to Offer eMoney Advisor’s Financial Planning Platform
Industry-leading independent advisor platform Kestra Financial, Inc. (Kestra Financial) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.
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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 $1 Billion RS Will Wealth Management
Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
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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
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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 Holdings Welcomes Kyle Weckman as New Head of Cybersecurity and Technology Risk
Experienced cybersecurity specialist will coordinate business critical cyber and technology initiatives and define firm strategy to maintain low-risk profile.
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Kestra Private Wealth Services Expands Geographic Footprint With $150 Million Addition
Experienced financial professional sought flexible, full-service independent model to better meet client needs.
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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 Leads Bull and Bear Wealth Management to Independence
Arizona-based firm sought freedom to deliver tailored client advice; attracted to Kestra PWS’ comprehensive business support services.
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Kestra Private Wealth Services Recruits Tyler Bolyard to $325 Million Firm, Elevated Private Wealth Advisors
Fueled by Kestra PWS’ industry-leading resources and experience, Salt Lake City-based firm rebrands, opens new location, and adds new managing partner.
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Kestra PWS Posts Best-Ever Recruitment Quarter in Q2, Attracts $845 Million
Firm on pace for biggest recruiting year in almost 10-year history
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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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New Jersey-Based O'Keeffe Financial Partners Chooses Kestra Financial
Family-run practice seeks top-tier technology upgrades with Kestra Financial.
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Kestra Financial Wins $2.2 Billion in New Recruitment Assets in Third Quarter of 2020
Kestra Financial's quick and successful pivot in the COVID economy has garnered a great quarter of new firms.
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OWL Private Wealth Advisors Joins Kestra Private Wealth Services
Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team.
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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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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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Reliance Trust Company of Delaware Becomes Arden Trust Company
Rebrand aligns with Kestra Financial’s mission to expand platform and deepen value proposition for advisors.
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Texas-Based Moore Private Wealth Group Joins Kestra Financial in Search of True Entrepreneurship
Husband-wife duo drawn to Kestra Financial’s high-touch service model and commitment to independence.
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Two Kestra Private Wealth Services-Affiliated Firms Merge
Combined firm principals will manage nearly $500 million in assets.
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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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2017 Recruitment Recap
At Kestra Financial, we’re regularly looking to partner with sophisticated, upstream independent advisors eager to grow their business. 2017 presented no shortage of these opportunities, as we were lucky enough to have met and onboarded several talented advisors and their teams.
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4 Things Entrepreneurs Can Learn From Jolene Hart
Former beauty magazine editor turned health coach and best selling author, Jolene Hart knows how harness your energy and use it as a tool for success.
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4 Things You Didn’t Know About Kestra Private Wealth Services: A Conversation With Our COO
On the latest episode of Kestra PWS Out Loud, Rob Bartenstein sat down with COO Scott Wilson to discuss little-known facts about Kestra Private Wealth Services.
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5 Red Flags It May Be Time To Leave the Wirehouse
Financial Representatives have been leaving the wirehouse model in droves to seek independence. Is now the right time for you?
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A Balancing Act: Being Both a Wealth Management Professional and Business Owner
To gain insights on how to successfully wear the two hats of wealth management professional and business owner, Maria Bethel and I chatted with CD Wealth Management Founder and CEO Scott Cohen on the Kestra Out Loud podcast.
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Cheers to Independence! As We Celebrate America’s Birthday, We Share 4 Lessons to Support Your Road to Freedom
After leading successful careers as wealth management professionals and forming our own RIA, we’ve learned a thing or two about becoming independent – there is both an easy way and a hard way. With that in mind, we wanted to share a few of our hard-fought lessons with you – touching on everything from real estate to technology.
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How to Keep Your Growth on Track Amid Market Downturns
When markets take a turn, searching for new business opportunities can quickly get pushed to the back burner as you spend more time focused on current clients. But now more than ever, it is crucial to remain visible to prospective clients.
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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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Our 4 Core Pillars: Equipment
In the first blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses equipment provided to all financial professionals.
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Our 4 Core Pillars: Compliance
In the third blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses compliance assistance provided to all financial professionals.
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Our 4 Core Pillars: Taking the Risk Out of Real Estate
In the second blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses real estate assistance provided to all financial professionals.
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Our 4 Core Pillars: Technology
In the fourth blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses technology assistance provided to all financial professionals.
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Podcasting Series: Topics & Leveraging Tactics
Decided to start a podcast? Here are some next steps to define your content strategy and grow your podcast's reach.
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Podcasting Series: The Case for Getting Started
With so many platforms vying for our attention, podcasts are one of the most powerful tools available for wealth professionals to connect with clients and prospects.
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The Future Is Female: How Maleta Wealth Management Developed Its Niche and Laid the Groundwork for a Succession Plan
Beth and Lauren Richardson appeared on the Kestra Out Loud podcast to discuss key insights on how they’ve been so successful at reaching the female audience. Here are some of our favorite takeaways from the discussion.
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Using Marketing as a Growth Engine for Business
In his latest blog post, Bluespring Wealth Partners' President Stuart Silverman explains how Ted Jenkin CEO and cofounder of oXYGen Financial accomplishes continuous growth with his marketing strategy.
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