Technology

James Poer | 01/02/2018

What Does 2018 Hold for Financial Services?

Now that 2017 is officially in the books, the financial services industry can turn its attention to 2018 and all that’s in store for us this year.

Kris Chester | 02/03/2020

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.

12/16/2020

2021 Wealth Management Industry Outlook

James Poer, CEO of Kestra Holdings, outlines three key industry trends he expects for 2021 in Financial Advisor Magazine.

03/29/2018

5 Tips to Protect Your Practice from Cybersecurity Threats

Spring is finally here and this time of year always brings a renewed focus on getting healthy for summer beach vacations. But now that a fresh season is among us, it’s time for us to also focus on the cyber health of our practices.

06/17/2021

How to Choose the Best Financial Planning Software

Read insights from Kestra Financial executive vice president of wealth management John Amore on selecting financial planning software.

01/18/2021

Broker-dealers Brace for Cyberthreats

Nick Harness, Chief Information Officer at Kestra Financial, outlines cybersecurity protections to put in place when working with third-party vendors.

01/15/2021

Podcast: IBDs and Cybersecurity in the Wake of SolarWinds

Nick Harness, Chief Information Officer at Kestra Holdings, appears on the InvestmentNews podcast to discuss the recent SolarWinds security breach and cybersecurity for IBDs.

06/08/2020

Security Measures Advisors Should Use to Protect Client Information

Read insights from Kestra Financial executive vice president and chief compliance officer Mike Pedlow on the importance of keeping client data safe.

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

10/14/2019

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.

10/15/2018

Instant Technology Accessibility

Associated financial advisor Matt explains that clients like to have "instant accessibility."

04/01/2020

Tailor-Made Technology at Your Fingertips

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.

02/12/2018

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.