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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Enrichment
Onboarding and Business Development to Support Growth
Associated advisor Eric talks onboarding and business development support from Kestra Financial.
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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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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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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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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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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 message he heard from a keynote speaker.
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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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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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Kestra CTO Kevin Witt on FinTech
Read as Kevin Witt, Chief Technology Officer at Kestra Financial discusses trends in advisor technology.
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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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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 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 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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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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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 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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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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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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Working at Kestra Financial
With over 20 years of leadership experience in human resources, it’s safe to say I’ve seen my share of companies and employees. However, I’ve never experienced a place quite like Kestra Financial. Born and raised in Austin, TX, Kestra Financial is as innovative and unique as the city in which it is headquartered.
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