Choosing-Tools | Kestra Newsroom Topic

Kestra Financial business consultants work with our advisors on a personal level to get the most out of their independent broker dealer partnership — Perspectives

Kestra Financial | 07/07/2025

The Difference Between the CFP® and CFA Certifications

Find out the key differences and specialties of a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Analyst

08/11/2020

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.

Scott Wilson | 10/05/2022

5 Tips to Find the Perfect Office Space

After helping dozens of financial advisors breakout of the wirehouse and hang up their own shingle, Scott Wilson and his team at Kestra Private Wealth Services have learned a few things when it comes to finding the right office space.

Robert Bartenstein | 06/09/2020

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.

Robert Bartenstein | 07/02/2020

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.

Mike Pedlow | 03/18/2020

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.

Mark Schoenbeck, CFP | 09/25/2020

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).

Kris Chester | 02/03/2020

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.

08/21/2019

$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.

07/29/2020

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.

Business Growth Performance — Media Coverage

08/16/2019

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.

10/15/2019

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.

06/17/2021

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.

05/23/2020

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.

05/24/2023

Maximizing Growth and Efficiency with EOS®

Discover how EOS, the Entrepreneurial Operating System®, can support small and medium-sized business growth.

03/18/2020

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.

04/01/2020

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.

10/02/2019

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.

06/08/2021

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.

09/10/2020

Former Wells Fargo First Vice President Aligns with Kestra Financial

$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence

09/21/2021

Kestra Financial and TriLinc Global Empower Investors With New ESG/Impact Collaboration

We are excited to announce our ESG/Impact collaboration with TriLinc Global, bringing more options to our financial professionals.

03/26/2019

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.

05/09/2022

Kestra Financial Launches Retirement Plan Enterprise in Partnership With Envestnet Retirement Solutions

Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals

01/26/2022

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated technology platform

02/24/2020

Kestra Financial Recruits Rapidly Expanding Ivory Wealth Management

$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts

02/12/2018

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.

09/16/2020

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.

10/14/2019

Kestra Financial Welcomes Newly Formed Team of Experienced Advisors

Three seasoned advisors have banded together to establish Noble Wealth Advisors.

08/20/2020

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.