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
Load MoreKestra Financial | 07/07/2025
Find out the key differences and specialties of a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Analyst
Load More08/11/2020
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
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.
Load MoreRobert Bartenstein | 06/09/2020
The man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
Load MoreRobert Bartenstein | 07/02/2020
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.
Load MoreMike Pedlow | 03/18/2020
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.
Load MoreMark Schoenbeck, CFP | 09/25/2020
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).
Load MoreKris Chester | 02/03/2020
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.
Load More08/21/2019
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.
Load More07/29/2020
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.
Load More08/16/2019
Read insights from Kestra Financial-associated advisor Michelle Bender of Potomac Financial Consultants on the pro and cons of outsourcing investment management.
Load More10/15/2019
Read insights from Kestra Private Wealth Services' CEO Rob Bartenstein about building a solid business plan is essential to becoming an independent financial advisor.
Load More06/17/2021
Read insights from Kestra Financial executive vice president of wealth management John Amore on selecting financial planning software.
Load More05/23/2020
Read insights from Kestra Financial-associated advisor David Berman of Berman McAleer on the importance of embracing technology in your business.
Load More05/24/2023
Discover how EOS, the Entrepreneurial Operating System®, can support small and medium-sized business growth.
Load More03/18/2020
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.
Load More04/01/2020
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.
Load More10/02/2019
James Poer, CEO of Kestra Financial, Inc. talks more acquisitions are on the way in a video with Financial Advisor IQ.
Load More06/08/2021
Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
Load More09/10/2020
$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
Load More09/21/2021
We are excited to announce our ESG/Impact collaboration with TriLinc Global, bringing more options to our financial professionals.
Load More03/26/2019
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.
Load More05/09/2022
Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
Load More01/26/2022
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
Load More02/24/2020
$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
Load More02/12/2018
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.
Load More09/16/2020
Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
Load More10/14/2019
Three seasoned advisors have banded together to establish Noble Wealth Advisors.
Load More08/20/2020
Fueled by Kestra PWS’ industry-leading resources and experience, Salt Lake City-based firm rebrands, opens new location, and adds new managing partner.
Load More12/08/2022
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach.
Load More09/10/2019
Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
Load MoreFill out the form below and a representative will contact you shortly. All information provided will be handled in the strictest confidence.
If you prefer to talk on the phone call 800-508-SOAR.