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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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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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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Financial Representatives have been leaving the wirehouse model in droves to seek independence. Is now the right time for you?
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After helping dozens of financial advisors breakout of the wirehouse and hang up their own shingle, Scott Wilson and his team at Kestra Private Wealth Services have learned a few things when it comes to finding the right office space.
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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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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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Recent testimonials from clients illustrate the full-service support you’ll receive when choosing to partner with Kestra Private Wealth Services.
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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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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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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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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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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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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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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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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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James Poer, CEO of Kestra Holdings, outlines three key industry trends he expects for 2021 in Financial Advisor Magazine.
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Read insights from Scott Wilson, Chief Operating Officer of Kestra Private Wealth Services, on how to find the ideal office space for your firm.
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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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Rob Bartenstein, CEO of Kestra Private Wealth Services spoke with AdvisorHub's CEO about how 2021 was a surprisingly good year for firms, Covid implications on real estate, navigating the new regulation waters, and having an optimistic view of the future.
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Stephen Langlois, President of Kestra Financial, provides strategies for expanding your practice and serving more clients.
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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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James Poer, CEO of Kestra Holdings, is hopeful that advisor recruiting will pick up significantly in 2021.
Kestra Holdings CEO James Poer explains why small advisory firms that are resistant to affiliation or acquisition will struggle.
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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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Kestra Financial President Stephen Langlois explains why the financial industry is a great career path for young professionals.
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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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Kestra Holdings CEO James Poer explains how the firm is looking to take advantage of succession trends.
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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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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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Stuart Silverman, president of Bluespring Wealth Partners, speaks about his entrepreneurial journey.
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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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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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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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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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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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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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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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Read insights given by Taylor Hammons, Head of Retirement Plans at Kestra Financial, on how to deepen and strengthen retirement plan relationships while establishing trust.
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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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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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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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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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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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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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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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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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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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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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Associated financial advisor Rick talks about the culture of Kestra Financial and its importance in the 19-year partnership.
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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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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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Cordele, Georgia-based firm seeks to deepen client service offerings and community impact.
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30-year industry veteran sought full-service support to enhance the client experience.
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Virginia-based team sought personalized, high-touch service to fuel business growth.
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Undivided Wealth Management chose independence via Kestra PWS’ platform to improve client service
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$950 million firm lays groundwork for future growth with succession planning solutions from Bluespring Wealth Partners.
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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 (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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$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.
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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Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success.
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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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Retirement Wealth Specialists bolsters resources while rapidly expanding client base
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Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.
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Partnership to focus on implementation of innovative technology and practice enrichment solutions
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Breakaway team goes independent to enhance client-centric model; partners with Kestra PWS for personalized touch and dedicated management team.
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Industry vets create breakaway firm catering to sophisticated clientele in the heart of New Jersey.
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Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
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Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
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$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
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New Executive Vice President of Wealth Management is the latest in string of powerhouse hires.
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South Carolina-based wealth management firm selects Kestra Financial for tight-knit community and client-first service.
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Ohio-based firm chooses Kestra Financial for technology capabilities and robust service offering.
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Four experienced advisors band together to create New Jersey-based Synthesis Wealth Planning
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Warburg Pincus to help fuel next-generation growth for Kestra Financial
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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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Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
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Addition of 80 financial professionals driven by in-office culture, compassionate leadership, and easy-access resources, platform, and technology.
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Addition of 50+ financial professionals driven by unmatched culture, top-notch platform and technology, and first-rate service.
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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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20-year industry veteran to support and expand Kestra Financial’s national network of sophisticated advisors
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New hire will add a dedicated leader to Kestra Financial’s growing set of retirement plan support services
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New ownership structure enhances Kestra Financial’s value stack for advisors.
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Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies.
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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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Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience.
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$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management.
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Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
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$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
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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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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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Texas-based firm drawn to advanced technology solutions and business consulting support
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Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
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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 announces the hiring of Jennifer “Jen” Hollers as Head of Financial Planning. This new role deepens Kestra’s commitment to the financial professionals on its platform, enhances financial planning services, and further improves the client experience.
Three seasoned advisors have banded together to establish Noble Wealth Advisors.
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Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities.
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Kestra Financial's strong quarterly results attributed to unique firm culture and robust financial planning environment.
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Experienced cybersecurity specialist will coordinate business critical cyber and technology initiatives and define firm strategy to maintain low-risk profile.
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Greenville, SC-based firm seeks to provide higher quality service, advice, and solutions through the Kestra PWS independent model.
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Aligning with existing Florida-based firm, the financial professionals seek full-service support to enhance client experience.
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Experienced financial professional sought flexible, full-service independent model to better meet client needs.
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$250 million breakaway team chooses Kestra PWS due to full-service and concierge-level support.
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True Alpha Wealth Management joins Kestra PWS
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Arizona-based firm sought freedom to deliver tailored client advice; attracted to Kestra PWS’ comprehensive business support services.
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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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$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals.
Nelson Lutz joins Freedom Fiduciary Advisors, attracted to high-touch client service and full-service support model.
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Breakaway team joins Northeast Investment Group, goes independent to enhance client experience and gain access to industry-leading resources and expertise.
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Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach.
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Firm on pace for biggest recruiting year in almost 10-year history
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Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
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Firm’s recruitment momentum continues with new offices in California and New York
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Family-run practice seeks top-tier technology upgrades with Kestra Financial.
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Kestra Financial's quick and successful pivot in the COVID economy has garnered a great quarter of new firms.
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Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team.
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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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Firm selects Kestra Financial for its culture and innovative, integrated technology solutions
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Liberty Wealth Solutions is the latest advisor team to join Kestra PWS from a wirehouse firm
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State-of-the-art technology continues to attract large, established firms to Kestra Financial
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Rebrand aligns with Kestra Financial’s mission to expand platform and deepen value proposition for advisors.
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Husband-wife duo drawn to Kestra Financial’s high-touch service model and commitment to independence.
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Combined firm principals will manage nearly $500 million in assets.
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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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