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, 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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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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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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Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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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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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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