Financial-News | Kestra Newsroom Topic

Stephen Langlois | 06/26/2023

Celebrating 18 Kestra-Affiliated Advisors Recognized in AdvisorHub's Annual Rankings

Kestra Financial and its affiliates are delighted to announce that, once again, firms throughout our organization are included in AdvisorHub's prestigious Advisors to Watch rankings.

Kestra Financial | 06/24/2024

Celebrating 21 Kestra-Affiliated Advisors Recognized in AdvisorHub's Annual Rankings

Kestra Financial and its affiliates are delighted to announce that, once again, firms throughout our organization are included in AdvisorHub's prestigious Advisors to Watch rankings.

12/13/2021

A Conversation with Rob Bartenstein — CEO, Kestra Private Wealth Services – December 2021

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.

11/15/2017

Changes to Senate tax bill affect pass-throughs, Roths

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

01/22/2020

FSI Elects New 2020 Board of Directors

FSI elects new 2020 Board of Directors, including James Poer, President & CEO of Kestra Financial.

08/19/2020

FSI Honors Investor, Industry Advocates

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.

Business Growth Investment Management — Media Coverage

03/24/2020

How Advisors Can Help Retirement Clients Weather a Market Meltdown

Read insights from Taylor Hammons, Head of Retirement Plans at Kestra Financial, on helping retirement clients weather a market meltdown

03/01/2022

How Rising Interest Rates Affect Annuities

Read insights from Joan Alexandre, analyst at Kestra Financial, on how annuities will be impacted by interest rates.

12/10/2020

How the Election Results Could Impact Your Retirement Plan

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.

Business Growth Performance — Media Coverage

03/23/2020

How to Protect Your Retirement Savings During the Coronavirus Scare

Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYgen Financial on protecting retirement savings during the coronavirus scare.

02/28/2020

How to Steer Your 401(k) Through the Coronavirus Stock Sell-off

Read insights from Kestra Financial-associated advisor Ted Jenkin of Oxygen Financial on making decisions during the coronavirus stock sell-off.

Networking Speaker Conference — Media Coverage

01/31/2018

IBD Execs Get Real on Declining Numbers Survival Strategies

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.

08/23/2024

Kestra CEO James Poer: How We Nearly Tripled Our Assets in 6 Years

Kestra CEO James Poer speaks with Barron's Advisor about Kestra's rapid growth.

04/07/2020

The Number 1 Personal Finance lesson to Take Away From the Coronavirus

Read insights from Kestra Financial-associated advisor Ted Jenkin of oXYGen Financial on how to handle finances during the Coronavirus crisis.

Investment Management Performance — Media Coverage

11/11/2019

Despite Strong Economy, Two-Thirds of Adults Fear a Recession Could Come Next year, According to Invest In You Survey

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

11/19/2024

Trump Tariffs 2.0

Tariffs aren't new but the next round of tariffs outlined by the incoming Trump administration will be new to the US economy. Kara Murphy, CIO, KIM looks at the possible impact of increased duties on incoming goods to US industries, trade deficits and inflation.

01/04/2024

Kestra Private Wealth Services Expands National Presence With Addition of Oklahoma-Based Buffalo Capital Management

Seeking freedom to deliver elevated service, OK-based firm chooses to partner with Kestra PWS for access to comprehensive support model.

Byrt Financial blog image — News Releases

01/09/2024

Kestra Private Wealth Services Onboards BYRT Financial Advisors

Financial planning firm looks to welcome additional advisors and acquire other firms with full-service support of Kestra PWS

01/29/2024

Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management

Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service

02/01/2024

Kestra Financial Wraps 2023 With Record Recruiting and $9.5 Billion in New Assets

Company expects to build on milestone-year with continued growth and expansion in 2024

03/06/2024

Kestra Financial Enhances Client Service Capabilities by Onboarding $300 Million Element Wealth Advisors

Atlanta-based firm joins Kestra Financial to expand client offerings and enhance high-touch client service

03/28/2024

Kestra Financial Welcomes $600 Million Borger Financial Services

New York City based firm projects promising growth with support of Kestra’s wealth management platform

06/06/2023

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model.

05/04/2023

Kestra Financial Keeps Pace with Strong Growth in 2023, Winning 26 Financial Professionals and $3 Billion in New Assets in First Quarter

Continued momentum fueled by 26 financial professionals attracted to close-knit culture and strong commitment to the independent space.

05/31/2023

Kestra Financial’s Exceptional Customer Service Earns Two Bronze Stevie® Awards in 2023 American Business Awards®

The honors reflect the firm’s ongoing commitment to enhancing the customer service and onboarding experience for more than 1,700 financial professionals.

03/29/2023

Kestra Private Wealth Services Welcomes $250 Million Inspired Wealth Planning

Cordele, Georgia-based firm seeks to deepen client service offerings and community impact.

07/06/2023

$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial

Mission Financial Planners sought partner to drive growth through community, collaboration, and consulting support.

07/13/2023

Kestra Holdings’ Subsidiaries Shortlisted across Seven Categories for WealthManagement.com’s 2023 Industry Awards

High-volume of nominations reflect Kestra’s ongoing commitment to providing superior service, cutting-edge technology, and a suite of resources to deliver value to its nationwide ecosystem of financial professionals.

08/01/2023

Kestra Private Wealth Services Expands Texas Footprint With Addition of $170 Million Kaizen Wealth Planning

Victoria, Texas-based team joins Kestra PWS to reap benefits of independence, embrace entrepreneurial culture, and enhance client experience.

08/17/2023

Kestra Holdings Adds Veteran Technology Executive to the Helm of its Cybersecurity and Technology Risk Organization

Jean-Luc Dupont brings 27 years of experience and an extensive understanding of securing and safeguarding organizations on an international scale.

09/26/2023

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra.

Bob McCullough of Inspired Wealth Planning blog image — News Releases

10/11/2023

Kestra Private Wealth Services Expands Inspired Wealth Planning With Addition of Industry Veteran

Addition of Bob McCullough and opening of second office location highlight Kestra PWS’ commitment to the growth and evolution of its existing firms

10/24/2023

Kestra Private Wealth Services Welcomes $200 Million Advisor Team, Catalyst Retirement Solutions

Salt Lake City, Utah-based firm joins Kestra PWS' platform for enhanced client offerings and strong cultural alignment.

Kindred Wealth Partners group phote — News Releases

10/31/2023

First-Class Culture and Resources Attract $650 Million Powerhouse, Kindred Wealth Partners, to Kestra Private Wealth Services

Firm sought independence to expand services and offerings for next generation of clients

10/10/2019

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.

Education Practice Management — News Releases

10/22/2020

12 Kestra Financial-Associated Professionals Honored on 2020 Financial Times 401 Top Retirement Advisors List

Elite industry veterans selected for preeminent work in the retirement planning space.

Summiteer Financial blog image — News Releases

12/20/2023

Summiteer Financial Finds Next-Level Technology, Flexible Environment, and Enhanced Client Service Capabilities with Kestra Private Wealth Services

Overseeing $181 million in client assets, the Austin, Texas-based firm looks to embrace its entrepreneurial spirit

12/21/2023

Kestra Private Wealth Services Welcomes $442 Million Mooshi Wealth Planning & Management

Joseph Mooshi joins Kestra PWS, bringing a service-oriented and personalized approach to wealth planning for clients across various life stages

03/23/2023

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

30-year industry veteran sought full-service support to enhance the client experience.

08/06/2019

Alpha Wealth Advisors Aligns with Kestra Financial

Virginia-based team sought personalized, high-touch service to fuel business growth.

06/05/2024

Kestra Private Wealth Services Expands Ohio Presence with Addition of $500 Million Team at Attain Wealth Partners

The Ohio-based firm aims to strengthen and build client relationships with the help of Kestra Private Wealth Services.

News Releases

08/20/2019

Bluespring Wealth Partners Acquires Hickory Asset Management

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).

News Releases

08/27/2019

Bluespring Wealth Partners Acquires Ted Jenkin’s Believeland

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.

News Releases

11/14/2019

Bluespring Wealth Partners Acquires Vector Wealth Management

$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.

News Releases

09/17/2019

Bluespring Wealth Partners Leads Acquisition of Financial Interest in Beacon Financial Group

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.

News Releases

01/30/2020

Bluespring Wealth Partners Starts 2020 With $400 Million Acquisition

Retirement Wealth Specialists bolsters resources while rapidly expanding client base

08/31/2021

Crawford Financial Services Aligns With Kestra Financial

Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.

Kestra Financial business consultants work with our advisors on a personal level to get the most out of their independent broker dealer partnership — News Releases

11/22/2021

Eagle Harbor Advisors Aligns With Kestra Private Wealth Services

Breakaway team goes independent to enhance client-centric model; partners with Kestra PWS for personalized touch and dedicated management team.

03/31/2021

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.

08/18/2021

Evoke Wealth Management Goes Independent With Kestra Private Wealth Services

Industry vets create breakaway firm catering to sophisticated clientele in the heart of New Jersey.

05/30/2019

Experienced Breakaway Team Partners with Kestra Private Wealth Services

Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.

06/08/2021

First-Class Culture Attracts Marc Goldstein Associates to Kestra Financial

Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.

08/06/2024

Kestra Private Wealth Services and HF3 Wealth Partners Welcome New Advisor to Independence

HF3 expands, bringing the firm’s collective oversight to $200 million in assets under management

10/14/2021

Kestra Financial Adds Ignite Wealth Planning

South Carolina-based wealth management firm selects Kestra Financial for tight-knit community and client-first service.

02/25/2019

Kestra Financial Announces Recapitalization to Include Warburg Pincus

Warburg Pincus to help fuel next-generation growth for Kestra Financial

02/04/2021

Kestra Financial Closes Out 2020 with $5.3 Billion in New Recruitment Assets

Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.

05/14/2020

Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020

Momentum underscores firm’s mission to empower success for wealth management professionals across the country

Company Acquisition Transition — News Releases

06/04/2019

Kestra Financial, Inc. Completes Recapitalization Including Warburg Pincus

New ownership structure enhances Kestra Financial’s value stack for advisors.

07/17/2019

Kestra Financial, Inc Introduces Bluespring Wealth Partners

New company designed to acquire and support legacy-minded advisory firms.

10/22/2018

Kestra Financial, Inc. to Acquire Reliance Trust Company of Delaware

Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities

05/09/2022

Kestra Financial Launches Retirement Plan Enterprise in Partnership With Envestnet Retirement Solutions

Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals

07/21/2020

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.

04/14/2020

Kestra Financial Onboards Russell Giammarino Wealth Management

$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management.

01/26/2022

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

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

02/01/2022

Kestra Financial Welcomes Industry Veteran Jennifer Hollers as Head of Financial Planning

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.

09/05/2019

Kestra Financial Welcomes Moore Wealth Management and Abundance

Recruitment momentum continues with latest firms to join Kestra Financial.

11/01/2022

Kestra Financial Welcomes Steffan Hagendorf to the Platform

Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities.

11/18/2021

Kestra Financial Wins $2.3 Billion In New Recruitment Assets During Third Quarter of 2021

Kestra Financial's strong quarterly results attributed to unique firm culture and robust financial planning environment.

02/23/2023

Kestra Investment Management Launches Four New Model Portfolios and Celebrates $150 Million in Assets Under Management

Kestra Investment Management's new offerings empower financial professionals in the Kestra Holdings ecosystem with diverse, cost-effective solutions for client portfolios.

05/17/2022

Kestra Private Wealth Services Adds $590 Million Provista Wealth Advisors

Greenville, SC-based firm seeks to provide higher quality service, advice, and solutions through the Kestra PWS independent model.

09/08/2022

Kestra Private Wealth Services Expands Eagle Harbor Advisors With Duo of Newly Independent Financial Professionals

Aligning with existing Florida-based firm, the financial professionals seek full-service support to enhance client experience.

Gordon Reynolds white background — News Releases

06/02/2021

Kestra Private Wealth Services Expands Geographic Footprint With $150 Million Addition

Experienced financial professional sought flexible, full-service independent model to better meet client needs.

10/06/2021

Kestra Private Wealth Services Expands National Presence With Addition of Montana-based WestPeak Private Wealth

Breakaway wealth management team chose independence for enhanced product and service offerings with Kestra Private Wealth Services.

11/09/2021

Kestra Private Wealth Services Guides Freedom Fiduciary Advisors to Independence

$250 million breakaway team chooses Kestra PWS due to full-service and concierge-level support.

05/25/2021

Kestra Private Wealth Services Leads Bull and Bear Wealth Management to Independence

Arizona-based firm sought freedom to deliver tailored client advice; attracted to Kestra PWS’ comprehensive business support services.

08/10/2022

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.

07/27/2022

Kestra Private Wealth Services Welcomes $130 Million Advisor Trio

Breakaway team joins Northeast Investment Group, goes independent to enhance client experience and gain access to industry-leading resources and expertise.

Kestra Private Wealth Services — News Releases

08/06/2020

Kestra PWS Posts Best-Ever Recruitment Quarter in Q2, Attracts $845 Million

Firm on pace for biggest recruiting year in almost 10-year history

06/25/2024

Kestra Financial Firm Brings Aboard New Talent to Strengthen Roster

Strategic new hire brings Kestra firms’ collective oversight to $2.3B in assets under management.

Private Wealth Services AdvisorHub — News Releases

10/10/2022

Kestra Private Wealth Services Celebrates Its Financial Professionals Ranked on AdvisorHub 2022 ‘Advisors to Watch’ List

Financial Professionals from True Alpha Wealth Management and California Wealth Transitions Honored on Leading Financial Publication’s Inaugural Rankings.