$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
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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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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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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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 Vector Wealth Management
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.
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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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 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 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 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 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 Private Wealth Services Leads Another Wirehouse Team to Independence
True Alpha Wealth Management joins Kestra PWS
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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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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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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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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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