Three Things to do Now to Maximize the Value of Your Business Before a Sale
Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
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Transition
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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Transitions Made Easy with the New Onboarding Portal
Switching advisor platforms is an important decision for your business and your clients. Learn about our approach and how we work with you personally every step of the way.
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Crawford Financial Services Aligns With Kestra Financial
Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.
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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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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.
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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.
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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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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.
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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 Private Wealth Services Expands Geographic Footprint With $150 Million Addition
Experienced financial professional sought flexible, full-service independent model to better meet client needs.
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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.
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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 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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New Jersey-Based O'Keeffe Financial Partners Chooses Kestra Financial
Family-run practice seeks top-tier technology upgrades with Kestra Financial.
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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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Texas-Based Moore Private Wealth Group Joins Kestra Financial in Search of True Entrepreneurship
Husband-wife duo drawn to Kestra Financial’s high-touch service model and commitment to independence.
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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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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.
Our 4 Core Pillars: Equipment
In the first blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses equipment provided to all financial professionals.
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Our 4 Core Pillars: Taking the Risk Out of Real Estate
In the second blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses real estate assistance provided to all financial professionals.
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