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.
Read More01/31/2018
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.
Read More05/24/2018
Undivided Wealth Management chose independence via Kestra PWS’ platform to improve client service
Read More02/27/2018
Partnership to focus on implementation of innovative technology and practice enrichment solutions
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 More04/19/2018
New hire will add a dedicated leader to Kestra Financial’s growing set of retirement plan support services
Read More04/09/2018
Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
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 More02/12/2018
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.
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 More04/12/2018
True Alpha Wealth Management joins Kestra PWS
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 MoreDaniel Schwamb | 01/15/2018
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.
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.
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