Choosing-Tools | Kestra Newsroom Topic

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.

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.

Man At Work, glass of water in foreground — Media Coverage

09/30/2019

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.

Networking Speaker Conference — Media Coverage

07/01/2019

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.

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.

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.

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.

10/14/2019

Kestra Financial Welcomes Newly Formed Team of Experienced Advisors

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

09/10/2019

Mundi Financial Joins Kestra Private Wealth Services

Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.

Jeff Bouthillier | 03/19/2019

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.