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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Business Performance
Kestra Financial, Inc. to Acquire Reliance Trust Company of Delaware
Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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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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