$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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Choosing Tools
A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services
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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Advisors Share Pros and Cons of Outsourcing Investment Management
Read insights from Kestra Financial-associated advisor Michelle Bender of Potomac Financial Consultants on the pro and cons of outsourcing investment management.
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Becoming an Independent Financial Advisor
Read insights from Kestra Private Wealth Services' CEO Rob Bartenstein about building a solid business plan is essential to becoming an independent financial advisor.
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CFA vs. CFP: The Difference Explained
Read insights from Kestra Financial-associated advisor Aaron A. Leaman of Signature Financial Planning on the difference between a CFA and CFP is who they work with and the work they do.
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How to Choose the Best Financial Planning Software
Read insights from Kestra Financial executive vice president of wealth management John Amore on selecting financial planning software.
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Should You Use Social Media to Reach Clients
Read insights from Amy Gordona, Vice President of Marketing at Kestra Financial, as she discusses the importance of social media for financial advisors.
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The Race to Embrace Fintech
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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Episode 4: The Life Score System with Dr. John Rhodes
In our latest podcast episode, we sit down with Dr. John Rhodes, Vice President of Practice Management at CNL Capital Markets Corp., to discuss how to strike this balance and what you can take away from the LifeScore system.
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Tailor-Made Technology at Your Fingertips
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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What Kestra is Doing With its New Private Equity Injection
James Poer, CEO of Kestra Financial, Inc. talks more acquisitions are on the way in a video with Financial Advisor IQ.
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First-Class Culture Attracts Marc Goldstein Associates to Kestra Financial
Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
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Former Wells Fargo First Vice President Aligns with Kestra Financial
$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
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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 Recruits Rapidly Expanding Ivory Wealth Management
$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
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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 $1 Billion RS Will Wealth Management
Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
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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 Recruits Tyler Bolyard to $325 Million Firm, Elevated Private Wealth Advisors
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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Mundi Financial Joins Kestra Private Wealth Services
Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
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4 Tips to Seamlessly Transition Platforms Today
Thinking of switching platforms, but not sure if it is the right time? While the COVID-19 pandemic has certainly changed the way business is conducted, many pre-pandemic best practices for successfully transitioning platforms still ring true.
Behind the Scenes at Bespoke Investment Group
The man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
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Cheers to Independence! As We Celebrate America’s Birthday, We Share 4 Lessons to Support Your Road to Freedom
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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Do You Know Your Client's LifeScore
We had the pleasure of speaking with Dr. Rhodes on a recent Kestra Out Loud podcast episode where we discussed applications of his program to the financial advisor community. Here are four key takeaways.
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Kestra Out Loud: The Power of Podcasts with Eric Brotman
Wealth management professionals often think their main source of business leads should come from referrals. However, Eric Brotman, CEO of BFG Financial Advisors, has a different strategy. His primary source of new business is his podcast: Don't Retire ... Graduate.
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The Power of Outsourcing
Outsourcing can mean different things to different people, both across industries and within them. In the latest episode of Kestra Out Loud, I spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program (TAMP).
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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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