Rob Bartenstein, CEO of Kestra Private Wealth Services spoke with AdvisorHub's CEO about how 2021 was a surprisingly good year for firms, Covid implications on real estate, navigating the new regulation waters, and having an optimistic view of the future.
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Modifications make it easier for some advisers to get a business tax break, repeal the ability to recharacterize Roth accounts, and add uncertainty by making individual cuts temporary and injecting health care into the debate
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FSI elects new 2020 Board of Directors, including James Poer, President & CEO of Kestra Financial.
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Mike Pedlow, Kestra Financial's Chief Compliance Officer, was recently recognized by FSI's Advocacy Circle of Excellence for his efforts to advance the interests of investors and the independent financial services industry.
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Read insights from Taylor Hammons, Head of Retirement Plans at Kestra Financial, on helping retirement clients weather a market meltdown
Read insights from Joan Alexandre, analyst at Kestra Financial, on how annuities will be impacted by interest rates.
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Read insights from Kestra Financial-associated financial professional Jason Colin Patrick, of Fiduciary Advisors, LLC, on ways the presidential election could impact your retirement plan.
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Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYgen Financial on protecting retirement savings during the coronavirus scare.
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Read insights from Kestra Financial-associated advisor Ted Jenkin of Oxygen Financial on making decisions during the coronavirus stock sell-off.
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Firms have to help advisors embrace technology and become better at holistic planning or they will be merged out of the business, one exec says.
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Read insights from Kestra Financial-associated advisor Ted Jenkin of oXYGen Financial on how to handle finances during the Coronavirus crisis.
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Read insights from Kestra Financial-associated advisor Robert J. Phillips, a certified financial planner and president at Greater Midwest Financial Group, on taking active steps to strengthen finances ahead of a recession
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Cordele, Georgia-based firm seeks to deepen client service offerings and community impact.
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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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Elite industry veterans selected for preeminent work in the retirement planning space.
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30-year industry veteran sought full-service support to enhance the client experience.
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Virginia-based team sought personalized, high-touch service to fuel business growth.
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Bluespring Wealth Partners, LLC (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, announces the acquisition of Hickory Asset Management, Inc. (Hickory Asset Management).
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Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.
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$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.
Beacon Financial Group is the latest RIA to join Bluespring Wealth Partners, LLC (Bluespring Wealth Partners), a business focused exclusively on acquiring experienced registered investment advisor and wealth management firms.
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Retirement Wealth Specialists bolsters resources while rapidly expanding client base
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Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.
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Breakaway team goes independent to enhance client-centric model; partners with Kestra PWS for personalized touch and dedicated management team.
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New Mexico-based firm attracted to Kestra Financial’s business support services and culture of women empowerment.
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Industry vets create breakaway firm catering to sophisticated clientele in the heart of New Jersey.
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Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
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Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
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South Carolina-based wealth management firm selects Kestra Financial for tight-knit community and client-first service.
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Warburg Pincus to help fuel next-generation growth for Kestra Financial
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Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
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Momentum underscores firm’s mission to empower success for wealth management professionals across the country
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New ownership structure enhances Kestra Financial’s value stack for advisors.
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New company designed to acquire and support legacy-minded advisory firms.
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Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
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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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$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management.
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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
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Kestra Financial announces the hiring of Jennifer “Jen” Hollers as Head of Financial Planning. This new role deepens Kestra’s commitment to the financial professionals on its platform, enhances financial planning services, and further improves the client experience.
Recruitment momentum continues with latest firms to join Kestra Financial.
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Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities.
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Kestra Financial's strong quarterly results attributed to unique firm culture and robust financial planning environment.
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Experienced cybersecurity specialist will coordinate business critical cyber and technology initiatives and define firm strategy to maintain low-risk profile.
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Kestra Investment Management's new offerings empower financial professionals in the Kestra Holdings ecosystem with diverse, cost-effective solutions for client portfolios.
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Greenville, SC-based firm seeks to provide higher quality service, advice, and solutions through the Kestra PWS independent model.
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Aligning with existing Florida-based firm, the financial professionals seek full-service support to enhance client experience.
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Experienced financial professional sought flexible, full-service independent model to better meet client needs.
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Breakaway wealth management team chose independence for enhanced product and service offerings with Kestra Private Wealth Services.
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$250 million breakaway team chooses Kestra PWS due to full-service and concierge-level support.
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Arizona-based firm sought freedom to deliver tailored client advice; attracted to Kestra PWS’ comprehensive business support services.
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Nelson Lutz joins Freedom Fiduciary Advisors, attracted to high-touch client service and full-service support model.
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Breakaway team joins Northeast Investment Group, goes independent to enhance client experience and gain access to industry-leading resources and expertise.
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Firm on pace for biggest recruiting year in almost 10-year history
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Financial Professionals from True Alpha Wealth Management and California Wealth Transitions Honored on Leading Financial Publication’s Inaugural Rankings.
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Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
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Family-run practice seeks top-tier technology upgrades with Kestra Financial.
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Kestra Financial's quick and successful pivot in the COVID economy has garnered a great quarter of new firms.
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Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team.
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Rebrand aligns with Kestra Financial’s mission to expand platform and deepen value proposition for advisors.
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Husband-wife duo drawn to Kestra Financial’s high-touch service model and commitment to independence.
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Combined firm principals will manage nearly $500 million in assets.
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