$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
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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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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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 Newly Formed Team of Experienced Advisors
Three seasoned advisors have banded together to establish Noble Wealth Advisors.
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Mundi Financial Joins Kestra Private Wealth Services
Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
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3 Technology Trends Advisors Should Watch in 2019
At Kestra Financial, we are always working to stay ahead of the latest technology trends to make sure that our systems, processes, and partnerships position our advisors to have the best and safest possible experience working with us and their own clients.
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3 ways to get hacked without touching your computer
Cybersecurity isn’t only about emails and passwords. In fact, the risks go far beyond the internet.
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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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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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