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
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Enrichment
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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How to Effectively Set Goals for Your Business
As a new year begins, it’s natural that you’d want to spend time reflecting on the progress you made toward reaching your goals over the previous year.
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How to Market to Your Business: The Right Way
The combined effort of digital technology and branding directives resulted in new growth strategies which increased revenue 15% year over year.
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Leaving the Wirehouse? Here are Four Valuable Points to Consider
Advisors are increasingly reaching a fork in their career paths, one that demands action on the nagging urge to make the move to independence and true business ownership.
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Market Volatility - An Opportunity, Not a Threat!
As the coronavirus pandemic continues to stir up markets, your clients may be growing nervous, if not outright fearful. While some see this as a threat, top advisors view these moments as a tremendous opportunity to reinforce their value, engage with clients and grow their businesses.
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Podcasting Series: The Case for Getting Started
With so many platforms vying for our attention, podcasts are one of the most powerful tools available for wealth professionals to connect with clients and prospects.
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Three Realities of the Coronavirus Pandemic and Why They Matter for the Future of Your Firm
The coronavirus pandemic turned the world upside down and took with it the longest-running bull market in history. Whether you have early aspirations of selling your business or are in the middle of a merger, this event may have you second-guessing yourself.
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Using Marketing as a Growth Engine for Business
In his latest blog post, Bluespring Wealth Partners' President Stuart Silverman explains how Ted Jenkin CEO and cofounder of oXYGen Financial accomplishes continuous growth with his marketing strategy.
Load MoreWomen’s History Month 2022: Insights From the Women’s Empowerment Network
Our Women’s Empowerment Network (WEN) is dedicated to providing female financial professionals with a platform to share their strengths, talents, and experiences throughout the Kestra community.
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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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10 Reasons Why Talking to Kids About Money is More Important Than Ever
Read insights from Kestra Financial-associated advisor Eric Rosenberger of Synthesis Wealth Planning on why now is a good time to talk to your kids about money.
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11 Things to Know Before Becoming a Financial Advisor
Read insights from Kestra Financial-associated advisor Jeff Cashman of Cashman Consulting about deciding if becoming a financial advisor is right for you.
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2021 Wealth Management Industry Outlook
James Poer, CEO of Kestra Holdings, outlines three key industry trends he expects for 2021 in Financial Advisor Magazine.
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3 Ways Grandparents Can Help Pay for College
Read insights from Kestra Financial-associated advisor Eric Brotman of BFG Financial Advisors on options grandparents have for contributing to grandchildren's educational costs.
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7 Reasons Buy and Hold Investing Beats Trend Trading
Buy and hold outstrips trend trading for long-term investing.
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7 Secrets of Highly Successful Investors
Read insights from Kestra Financial-associated advisor Ray Ferrara of ProVise Management Group on how investors may prosper in a volatile market by focusing on fundamentals.
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7 Things to Know About Money Market Mutual Funds
Read insights from Kestra Financial-associated advisor Judy E. Brown of Berman McAleer about money market funds.
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9 Strategies for Handling RMDs
There’s no time like the present to get up to speed on the RMD rules.
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9 Ways Financial Advisors Prepare Investors for Recession
Read insights from Kestra Financial's National Sales Director, Mark Schoenbeck, about how financial advisors can prepare investors for a recession.
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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 Learn Life Lessons From the Most Stirring Keynote Speakers
Read insights from Kestra Financial-associated advisor Brian Heckert of Financial Solutions Midwest on one of the most memorable messages he heard from a keynote speaker.
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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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Business Books Advisors are Turning to Amid the Coronavirus Crisis
Read insights from James Poer, President and CEO of Kestra Financial, on book recommendations to read amid the coronavirus crisis.
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Financial Advisers Now Help With College Plans, Family Counseling, Cremains
Read insights from Kestra Financial-affiliated advisor Paul Auslander of ProVise Management Group on the services they provide for clients.
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Firm Makes its Mark in Serving the LGBT Community
Jen Hatch, who honed her financial skills on Wall Street, working at JP Morgan and Bear Stearns, took hold of Christopher Street Financial in 1997, after the death of owner and founder Robert Casaletto to HIV.
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How Financial Advisors Can Choose Their Niche
You can't be everything to everyone, nor should you want to be if you've chosen a career as a personal financial advisor. In a world of over 7.5 billion people, standing out is not only an art form, it's essential – especially if you're self-employed.
How to Achieve Financial Independence Without Retiring Early
ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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Advisor Perspective Podcast: How to be a Leader Before, During, and After a Crisis
True leadership is not dictating what people do, but shining a light on the best path forward, according to Rob Bartenstein. CEO of Kestra Private Wealth Services. Listen to Rob’s full conversation with Advisor Perspectives to discover how we have helped guide our partners through these uncertain times.
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How to Invest Your First $1,000
Read insights from Kestra Financial-associated advisor Susan Mitcheltree of Berman McAleer on investing for beginners.
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If You Want to Have Enough Money When You Retire You Need to Know This
Read insights from Kestra Financial-associated advisor Eric Reich of Reich Asset Management on how the rate of return can make or break your retirement predictions.
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Keep Calm and Lower Client Risk Exposure
Read insights from Robert Bartenstein, CEO of Kestra Private Wealth Services, as he discusses when to prepare clients for a recession.
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Keeping Work From Home Staffers Engaged Tests Advisors' Leadership
Read insights from Kestra Financial-associated advisor David Berrman of Berman McAleer on way to keep employees engaged while working from home.
Advisor Perspective Podcast: Leadership Lessons from the COVID Crisis
Our CEO, James Poer, was recently interviewed by Robert Huebscher of Advisor Perspectives to discuss how businesses can survive and thrive during a crisis.
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Lessons a New Kestra Executive Brought from the Coffee Business
A new vice president of business development at Kestra Financial has years of experience working with financial advisors, but he says some of the most important lessons he brings to the job came from a seemingly unrelated industry: The retail coffee business.
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Required Minimum Distribution Mistakes to Avoid
Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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Resume Objective Tips and Examples
Read as Mary Hjorth, Chief Human Resources Officer at Kestra Financial discusses tips for creating a compelling resume.
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Retirees Face Higher Costs That Lurk While Inflation is Low
The U.S. economy is growing faster than its long-term pace, unemployment is low, and wages are increasing. Yet, core inflation—which was 1.6% in March—hasn’t moved in a meaningful way.
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3 Retirement Questions You Need to Ask Your Spouse
Most soon-to-be-married couples understand the importance of sharing their financial aspirations, fears, and shortcomings. If they don’t get around to talking money before the wedding, a first house, a new baby and other events early in a marriage tend to force the discussion.
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6 Ways to Diversify Your Portfolio
Read insights from Kestra Financial-associated advisor Scott Cohen of CD Wealth Management on how to diversify your portfolio.
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Start a New Hobby? Financial Advisors Rely on Technology, Calm Advice to Reach Client
Read insights from Kestra Financial-associated advisor Seth Dresbold on activities to alleviate anxiety, rather than focusing on world events.
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7 Strategies to Reduce Portfolio Risk
Read insights from Kestra Financial-associated advisor David Bunin of Interlock Financial on what to do when rising risk triggers portfolio fears.
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Technology is Redefining that Client-Financial Advisor Relationship
Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYGen Financial on how technology is changing the relationship between clients and advisors.
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The 60/40 Portfolio is Dead for Retirement Planning
Read insights from Kestra Financial-associated advisor J. Timothy Corle of Tycor Benefit Administrators on the 60/40 portfolio.
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The Best Podcasts for Financial Advisors
These highly recommended podcasts for financial advisors will help grow your practice and expertise.
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The Case For (and Against) Spouses Having Joint Checking Accounts
Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates on how to evaluate the pros and cons of having a joint bank account with your spouse.
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The Financial Challenges of Women in Transition
Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on women in transition.
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When My Money And Your Money Becomes Our Money
Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates about how couples may or may not want to combine finances.
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Which BD Services Are More Important During Coronavirus?
Our Chief Operating Officer, Kris Chester joined Financial Planning Senior Editor Tobias Salinger, for a podcast discussing how Kestra Financial supports advisors across two IBD subsidiaries, an RIA M&A arm, and a breakaway RIA channel.
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How Advisor Needs Are Evolving (And How We Support Them)
Join Robert Bartenstein and Scott Wilson on Kestra PWS Out Loud for insights and advice on the latest trends, technology, and real estate support for financial advisors.
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Bee the Best Advisor: Using Honey to Win Clients and Strengthen Relationships
Join Mark Schoenbeck and Rainey Rogers on Kestra Out Loud for a sweet take on running an advisory business.
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A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA
Kestra PWS advisor Matt West describes his transition to independence.
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How to Build Your Brand as a Financial Advisor
KPWS CEO Rob Bartenstein speaks with Kris Fu of Maven Bridge Capital to discuss the evolution of brand building and finding your niche.
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Episode 3: Top 5 Ways an Advisor Can Stand Out in 2020
We recently sat down with Jennifer French, Vice President of Business Development at FMG Suite, for a Kestra Out Loud podcast edition about ways financial professionals can differentiate themselves in 2020.
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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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Episode 5: Nerd Alert Edition – How do CLOs Work in Today’s Market?
Join us for our first Nerd Alert segment on the Kestra Out Loud podcast where we discuss CLOs and how we're helping our financial professionals assess risk in client portfolios.
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Episode 6: A Life First Approach to Finance
What goes together better than markets and magic? In this podcast episode, Theron Schaub, magician and VP of Strategic Relations at Buckingham Strategic Partners, spoke with our own Maria Bethel and Austin Moon about market education and magic.
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Episode 7: The Importance of Transparency with Clients and Staff
People, metrics, transparency, and collaboration are key factors in operating a successful business, according to associated-financial professional Scott Cohen of CD Wealth Management.
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Episode 8: How Marketing is the Ultimate Investment: Tactics and Advice from Financial Professional, Ted Jenkin
In an era when people are spending increasingly more time online (especially during the COVID-19 pandemic), having a solid digital marketing plan is critical for wealth management professionals says affiliated-financial professional Ted Jenkin.
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Episode 9: Don’t Retire…Graduate: Redefining Retirement & Starting Your Own Podcast
Wealth management professionals often think their main source of business leads should come from referrals. However, associated-financial professional Eric Brotman 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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Kestra PWS Episode 2: Finding Independence with Full Service Support
Their experiences in wirehouse firms informed their strategy at Kestra PWS. On this episode of Kestra PWS Out Loud, CEO, Rob Bartenstein, and COO, Scott Wilson, share their unique approach to breaking away.
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Kestra PWS Episode 4: Wherever the Mind Goes, the Body Will Follow
In the latest episode of Kestra PWS Out Loud, Rob Bartenstein and Maria Bethel lead a riveting discussion with Jeffrey White, a wellness coach, best-selling author, and former financial advisor.
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Kestra PWS Episode 5: How Independence Can Benefit Your Clients
In this episode of Kestra PWS Out Loud, KPWS COO Scott Wilson and advisors Jeff Boudjouck and Keith Brandt discuss how the wirehouse benefits extend to their clients.
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Back Office Support at Kestra Financial
Associated financial professional Amy shares her back-office support experience with Kestra Financial, and home office training that empowers advisor success.
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Going Independent with Kestra Private Wealth Services
Associated financial advisor Brad Saunders discusses why going independent with Kestra Private Wealth Services was the best career decision he has made.
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Onboarding and Business Development to Support Growth
Associated advisor Eric talks onboarding and business development support from Kestra Financial.
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Grow with Kestra Private Wealth Services
See how our community of financial professionals seeking independence continues to grow through the turnkey support offered by Kestra Private Wealth Services.
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Executive Relationships with Kestra Financial
Associated financial advisor John explains his relationship with executive leadership at Kestra Financial.
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Instant Technology Accessibility
Associated financial advisor Matt explains that clients like to have "instant accessibility."
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Peer Perspectives: Portfolio Construction - Model Management
Peer Perspectives is just one-way Kestra Financial firms come together to share ideas, challenges, and opportunities with each other. Through the power of online video conferencing, Peer Perspectives brings together small groups of advisors to discuss specific topics most relevant to their businesses, their clients, and the industry.
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The Unwavering Culture of Kestra Financial
Associated financial advisor Rick talks about the culture of Kestra Financial and its importance in the 19-year partnership.
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Top Advisors Reveal Best Strategies to Scale Profitability
Are you interested in scaling your business while also growing profitability? Watch this video to learn tips from fellow Kestra advisors. They share ideas on networking with centers of influence, increasing your refer-ability with current clients, how to capitalize on digital marketing, and more.
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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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12 Kestra Financial Advisors Named in 2019 Financial Times 401 Top Retirement Advisors List
Kestra Financial is excited to celebrate our 12 associated advisors on an annual list that honors elite advisors in the retirement plan space.
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Bluespring Wealth Partners Bolsters Team With New VP of Business Consulting
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success.
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Mother-Daughter Planning Team, Elevation Financial Group, Joins Kestra Financial
New Mexico-based firm attracted to Kestra Financial’s business support services and culture of women empowerment.
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Experienced Breakaway Team Partners with Kestra Private Wealth Services
Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
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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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Industry heavy hitter John Amore Joins Kestra Financial's Executive Team
New Executive Vice President of Wealth Management is the latest in string of powerhouse hires.
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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.
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Kestra Financial Announces Recapitalization to Include Warburg Pincus
Warburg Pincus to help fuel next-generation growth for Kestra Financial
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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 Hires Taylor Hammons as Head of Retirement Plans
New hire will add a dedicated leader to Kestra Financial’s growing set of retirement plan support services
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Kestra Financial, Inc. Completes Recapitalization Including Warburg Pincus
New ownership structure enhances Kestra Financial’s value stack for advisors.
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Kestra Financial, Inc Introduces Bluespring Wealth Partners
New company designed to acquire and support legacy-minded advisory firms.
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Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Company doubles down on growth strategy with Langlois who brings decades of wealth management experience; James Poer to remain CEO of the parent company, Kestra Financial, Inc.
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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 Moore Wealth Management and Abundance
Recruitment momentum continues with latest firms to join Kestra Financial.
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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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Kestra Private Wealth Services Strengthens Virginia Presence With Addition of Wirehouse Breakaway
Nelson Lutz joins Freedom Fiduciary Advisors, attracted to high-touch client service and full-service support model.
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Kestra PWS Posts Best-Ever Recruitment Quarter in Q2, Attracts $845 Million
Firm on pace for biggest recruiting year in almost 10-year history
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Kestra Financial Wins $2.2 Billion in New Recruitment Assets in Third Quarter of 2020
Kestra Financial's quick and successful pivot in the COVID economy has garnered a great quarter of new firms.
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OWL Private Wealth Advisors Joins Kestra Private Wealth Services
Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team.
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Reliance Trust Company of Delaware Becomes Arden Trust Company
Rebrand aligns with Kestra Financial’s mission to expand platform and deepen value proposition for advisors.
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Two Kestra Private Wealth Services-Affiliated Firms Merge
Combined firm principals will manage nearly $500 million in assets.
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