Adopt a ‘Different Mindset’ Before Going Indie
Read insights from Rob Bartenstein, President of Kestra Private Wealth Services, on what advisors need to consider when launching their own RIA.
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Business Performance
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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FAs Rethink Contingency, Emergency Succession Plans Amid Pandemic
Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on why advisors should have contingency or succession plans in place.
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How Advisors Plan to Survive and Thrive Amid a Painful Recession
Read insights from Mark Schoenbeck, executive vice president of Kestra Financial, on steps advisors can take to improve their business amid a recession.
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Advisor Perspective Podcast: How to be a Leader Before, During, and After a Crisis
True leadership is not dictating what people do, but shining a light on the best path forward, according to Rob Bartenstein. CEO of Kestra Private Wealth Services. Listen to Rob’s full conversation with Advisor Perspectives to discover how we have helped guide our partners through these uncertain times.
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Advisor Perspective Podcast: Leadership Lessons from the COVID Crisis
Our CEO, James Poer, was recently interviewed by Robert Huebscher of Advisor Perspectives to discuss how businesses can survive and thrive during a crisis.
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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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12 Kestra Financial Advisors Named in 2019 Financial Times 401 Top Retirement Advisors List
Kestra Financial is excited to celebrate our 12 associated advisors on an annual list that honors elite advisors in the retirement plan space.
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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. to Acquire Reliance Trust Company of Delaware
Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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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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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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3 Reasons We Are Focused on CLOs
The current market environment has many investors eager to review their portfolios. One area garnering much of the industry’s attention are CLOs (collateralized loan obligations).
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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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Three Realities of the Coronavirus Pandemic and Why They Matter for the Future of Your Firm
The coronavirus pandemic turned the world upside down and took with it the longest-running bull market in history. Whether you have early aspirations of selling your business or are in the middle of a merger, this event may have you second-guessing yourself.
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Working Through Today's Top Operational Challenges
Advisors today wear many hats, and part of our job is to help them manage client expectations and exceed their business goals as efficiently as possible. Our business consulting experts spend much of their time in advisors’ offices helping them evaluate and better manage their businesses.
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