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About Us

Learn about Kestra Financial and our commitment to exceptional service and innovative financial solutions.

Independence

Kestra Financial is a leader in helping advisors achieve not only the independence they seek, but the client success they need.

Five Ways To Grow Your Business

Uncover how our customized support can increase the value of your practice. Kestra Financial, a top independent broker dealer, provides industry-leading insights to help your business grow.

Benchmarking Your Business

Use these six key metrics to help evaluate your firm’s financial health. Kestra Financial, a top independent broker dealer, provides industry-leading insights to help your business grow.

Beyond Your Book: Strategic Vision

Learn how to strengthen your practice with a clearly defined strategy and specific goals. Kestra Financial, a top independent broker dealer, provides industry-leading insights to help your business grow.

Support

Get comprehensive support from Kestra Financial. Access resources and assistance to grow your financial advisory business.

Business Consulting

Throughout the lifecycle of your business, Kestra Financial independent broker dealers help you face challenges and find opportunities to maximize value.

Work At Kestra FINANCIAL

Much more than an independent broker dealer, Kestra Financial employs a team of talented, dedicated individuals. Explore working at Kestra Financial.

Leadership

As an independent broker dealer, Kestra Financial's leadership team can help advisors grow their businesses through innovation, service, and collaboration.

Kestra Financial President John Amore on Industry Trends, Growth, and Succession Planning

John Amore shares insights on the evolving independent broker-dealer landscape, highlighting key industry trends, succession planning, and innovative growth strategies.

Kestra Holdings Acquires Insurance Firm, Launching New Capability to Support Affiliated Advisors

Kestra Holdings acquires CBS Brokerage, branding as Kestra Insurance Planning to enhance insurance solutions for advisors and clients within it's ecosystem.

Kestra Financial Featured in Financial Planning's 2024 IBD Elite Rankings

Discover why Kestra earned a spot in the 2024 IBD Elite ranking, highlighting our commitment to advisors and innovative solutions.

Shoemakers Kids are Shoeless: Why Advisors Flunk Succession Planning

Find out why many financial advisors fail at succession planning and how to avoid common pitfalls.

Security Measures Advisors Should Use to Protect Client Information

Discover essential security measures for financial advisors to safeguard sensitive client information effectively.

Retiring FAs Getting Creative With Deal Making Amid Pandemic

Discover how retiring financial advisors adapted deal-making strategies during the pandemic to achieve success.

Retirees Face Higher Costs That Lurk While Inflation is Low

Learn how retirees can prepare for hidden costs that arise even when inflation seems low.

Resume Objective Tips and Examples

Discover effective resume objective tips and examples tailored for financial professionals to stand out.

Required Minimum Distribution Mistakes to Avoid

Avoid common mistakes with required minimum distributions (RMDs) and ensure smooth retirement planning.

Now is a Good Time for Retirees to Refinance. Here are Some Points to Ponder.

Find out why now could be the perfect time for retirees to refinance and optimize their financial plans.

Navigating 'Client Concentration Risk' in a Sale

Learn strategies to navigate client concentration risk during the sale of your financial advisory practice.

M&A Activity Among RIAs Slows Down In 2017

Explore key reasons behind the slowdown in RIA mergers and acquisitions during 2017 and what it means for the industry.

Know Your Niche: Advisors Share Secrets of Serving Target Markets

Discover how advisors thrive by understanding and serving niche markets. Insights and strategies that make a difference.

RIA Owners Need to Sell and Take the Cash Before It’s Too Late

Learn why RIA owners should consider selling and cashing out before market conditions change drastically.

3 Retirement Questions You Need to Ask Your Spouse

Explore key retirement questions to discuss with your spouse for better financial alignment and planning.

Readers Offer Their Advice on Talking to Aging Parents About Estate Plans

Get practical advice from readers on discussing estate planning with aging parents to secure their financial future.

Lessons a New Kestra Executive Brought from the Coffee Business

Discover unique business lessons a Kestra executive brought from the coffee industry to enhance client relationships.

Leadership Monday: The power of a rucksack

Explore the metaphor of the rucksack and its power in leadership, resilience, and achieving success in financial advising.

Kestra CEO James Poer Wants to Set the Record Straight on Private Equity

The wealth management industry has a misunderstanding about private equity, according to Kestra Financial CEO James Poer.

Keeping Work From Home Staffers Engaged Tests Advisors' Leadership

Keep work from home staff engaged with these leadership tips for advisors.

If You Didn’t Use All Your Flex Spending, Try These Surprising Purchases That Actually Qualify for Pretax Savings

Read insights from Kestra Financial-associated advisor Kerry Anne Jackson, a CFP with Fish and Associates, on using your health flexible spending account for purchases that qualify for pretax savings.

IBD Execs Get Real on Declining Numbers Survival Strategies

IBD execs discuss declining numbers and survival strategies. Get insights from industry leaders.

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.

How to Invest Your First $1,000

Learn how to invest your first $1000 with these beginner friendly tips and strategies.

How to Invest for a Long Retirement

Invest for a long retirement with these expert tips and strategies for sustainable financial growth.

Start a New Hobby? Financial Advisors Rely on Technology, Calm Advice to Reach Client

Learn how financial advisors leverage technology and calming strategies to connect with clients effectively.

Bull Market For Financial Advice: Strategies To Expand Your Practice

Discover strategies to expand your financial advisory practice during a bull market and beyond.

Advisor Perspective Podcast: Leadership Lessons from the COVID Crisis

Uncover valuable leadership lessons from the COVID-19 crisis that continue to shape financial advisory practices today.

What Makes a Great Client? Financial Advisers Reveal Top Customer Traits They Love (and Dread)

Discover the traits that make an ideal client and how fostering these qualities can strengthen financial advisor-client relationships for mutual success.

Faster Pace of Consolidation

Explore the increasing pace of consolidation in the financial industry and its implications for advisors.

Gay Money, Straight Advice

Gay money, straight advice: Financial planning insights for the LGBTQ+ community from Kestra Financial.

'Black Panther’ Star Chadwick Boseman Died Without a Will. Here’s Why You Should Have an Estate Plan

Discover why having an estate plan is crucial for financial security. Learn the benefits and steps involved.

What is a health savings account?

Understand the benefits of a health savings account (HSA), including tax advantages and long-term savings for medical expenses and financial wellness.

How to Choose the Best Financial Planning Software

Choose the best financial planning software with this comprehensive guide for advisors.

Kestra Financial President John Amore on Fostering a Collaborative Advisor Community

John Amore talks to Tony Sirianni about his new role and how Kestra supports the entrepreneurial advisor.

Wealth Management Industry Covers Kestra Recapitalization

Learn about Kestra's recapitalization and its impact on empowering independent advisors with more resources and support.

Wealth Management Industry Awards: On the Red Carpet with Sarah Mulcahy

Sarah Mulcahy shares insights on creating a 'red carpet' experience in wealth management for top-tier clients.

What Are Clients' Biggest Retirement Worries?

Learn the essentials every 401(k) plan fiduciary should know about Multiple Employer Plans (MEPs).

Kestra Financial Shortlisted as a Finalist for the 10th Annual Wealth Management Industry Awards

Kestra Financial Awarded Best RIA Technology & Broker Dealer in Austin by Austin Business Journal and Financial Advisor Magazine for exceptional service and support.

FSI Names Kestra's Mike Pedlow an Advocacy Circle of Excellence Honoree

Celebrate Mike Pedlow's recognition by the Financial Services Institute for his impactful contributions to the industry.

Kestra Financial Leaders Share Insights in Wealth Management's 2025 Market Outlook

John Amore and Mark Schoenback share valuable insights in WealthManagement.com's 2025 Market Outlook.

CIO Kara Murphy in Barron’s: Uneasiness in the Market and What to Do

kara murphy featured in barrons

Keep Calm and Lower Client Risk Exposure

Keep calm and lower client risk exposure with these practical tips for financial advisors.

If You Want to Have Enough Money When You Retire You Need to Know This

Ensure you have enough money when you retire with these essential financial planning tips.

How to Protect Your Retirement Savings During the Coronavirus Scare

Learn how to protect your retirement savings during the coronavirus scare with these practical tips.

How to Protect Retirement Savings as Stocks Plunge on Coronavirus Fears

Protect your retirement savings as stocks plunge due to coronavirus fears with these expert tips.

How to Invest if You Come Out of Retirement

Older adults are coming out of retirement, rejoining the work force during their Golden Years.

How to Deal With a Market Dip if You're About to Retire

Learn how to deal with a market dip with these proven strategies for financial resilience.

How to Close a Retirement Age Gap With Investing

Close the retirement age gap with smart investing strategies. Learn the best practices here.

Six Questions to Ask a Financial Adviser About Fees

Ask these six key questions to your financial advisor to ensure transparency and clarity about fees.

6 Ways to Diversify Your Portfolio

Explore six proven strategies to diversify your portfolio and mitigate risks in your investment plan.

7 Strategies to Reduce Portfolio Risk

Discover effective strategies to reduce portfolio risk and safeguard your investments against market volatility.

Credit Cards vs. Debit Cards: Which Are Better for Young Adults?

Compare credit vs. debit cards to determine the best choice for your financial habits and goals.

Kestra Scores $600M NYC Firm

Kestra Financial scores a $600M NYC firm, expanding its influence in the financial industry. Explore the full story and insights.

A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services

Hear from Rob Bartenstein as he shares insights into Kestra’s approach to private wealth management.

Meet Bluespring Prez Stuart Silverman

Get to know Stuart Silverman, President of Bluespring Wealth Partners, and his vision for wealth management success.

‘Instant credibility’: Kestra sees significant M&A opportunity

Kestra sees significant M&A opportunities. Learn how to gain instant credibility in the market.

Working from home? It’s a Great Time to Complete These 6 Financial Tasks You’ve Been Putting Off

Maximize productivity while working from home with these essential tasks that can enhance your financial advisory practice and client satisfaction.

When My Money And Your Money Becomes Our Money

Explore key financial discussions couples need to have to successfully merge finances and achieve long-term financial harmony.

What Every Company 401k Plan Fiduciary Needs to Know about MEPs

What every company 401(k) plan fiduciary needs to know about MEPs. Ensure compliance and efficiency.

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

Explore why two-thirds of adults fear a potential recession and how financial planning can provide security.

Two Ways Planners Can Increase Their Value Proposition

Explore how two-way planners enhance their value proposition by prioritizing collaboration and communication.

The Role of Private Equity in Wealth Management

Understand the growing influence of private equity in wealth management and its impact on advisory practices.

The Race to Embrace Fintech

Learn how the financial industry is racing to adopt fintech innovations and transform client experiences.

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

Discover the top personal finance lesson learned during the coronavirus pandemic to secure your financial future.

The Financial Challenges of Women in Transition

Explore the unique financial challenges women face during major life transitions and how to address them.

The Case For (and Against) Spouses Having Joint Checking Accounts

Examine the pros and cons of spouses using joint checking accounts for managing household finances.

The Best Way to Bankroll Your Kids

Find out smart strategies to financially support your children while maintaining long-term financial security.

The Best Podcasts for Financial Advisors

Discover the top podcasts for financial advisors to stay informed, inspired, and ahead in the industry.

The Anatomy of a Good Financial Plan

Learn the key components that make a financial plan successful and tailored to your long-term goals.

The 60/40 Portfolio is Dead for Retirement Planning

Explore why the traditional 60/40 portfolio might no longer be ideal for modern retirement planning.

Technology is Redefining that Client-Financial Advisor Relationship

See how technology is reshaping the way financial advisors connect with clients, driving innovation and trust.

What Does a Financial Advisor Do? Advisors Share Their Day-to-Day

Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on what a typical day of an advisor is like.

‘Crawl Before You Run’ and ‘Wear All the Hats’: Uncensored Tips for Going Independent

Get uncensored advice on going independent as a financial advisor and building a successful practice.

How to Achieve Financial Independence Without Retiring Early

Achieve financial independence without early retirement with these practical strategies and tips.

How Advisors Plan to Survive and Thrive Amid a Painful Recession

Learn how advisors can survive and thrive amid a painful recession with these effective strategies.

8 Rules for Investing After Retirement

Explore eight practical rules to manage your investments effectively after retirement.

3 Ways Grandparents Can Help Pay for College

Learn practical ways grandparents can support their grandchildren’s education financially.

11 Things to Know Before Becoming a Financial Advisor

Explore key insights and tips for those considering a career in financial advising.

10 Reasons Why Talking to Kids About Money is More Important Than Ever

Discover why educating kids about money is essential and how it can set them up for financial success.

Want to Give to Charity But on a Budget? Here’s What To Do

Learn how to give to charity effectively while staying on a budget and maximizing your impact.

The Role of Succession Planning in Taking on Institutional Capital

Learn why succession planning is crucial when considering institutional capital in your advisory practice.

$230M Firm Aligns with Kestra With Eye Toward Personalized Service

Discover how a $230M firm aligned with Kestra to deliver personalized financial services. Learn about their journey and success.

What Does a Financial Advisor Do?

What does a financial advisor do? Learn the roles and responsibilities in this comprehensive guide.

Kestra Financial CEO Explains How Pandemic Hits Wealth Management

Kestra Financial CEO explains the pandemic's impact on wealth management. Learn key insights.

Summer Interns Are Settling In - How to Make Them Winners

Meet Kestra’s summer interns and learn how they’re shaping their futures in the financial services industry.

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

Join Rob Bartenstein for an engaging discussion on private wealth management during this insightful AHTV Zoom call.

You Won the 401k Plan, Now What?

You won the 401(k) plan—now learn the next steps to maximize its benefits and ensure your clients achieve financial security in retirement.

FA Hiring Slowed in Q2 but 2020 Still Better than Last Year

Understand the trends in financial advisor hiring in Q2 and why 2020 remains strong overall.

Podcast: IBDs and Cybersecurity in the Wake of SolarWinds

Dive into cybersecurity strategies for IBDs following the SolarWinds breach, ensuring robust protection for clients.

How the Election Results Could Impact Your Retirement Plan

Learn how election results can impact your retirement plan and what steps to take next.

How Rising Interest Rates Affect Annuities

Understand how rising interest rates affect annuities and what advisors can do to adapt.

2021 Wealth Management Industry Outlook

Discover key trends shaping the wealth management industry in 2021 and how to prepare for success.

Top Cybersecurity Strategies for Financial Advisors in 2021

Discover top cybersecurity strategies for financial advisors to protect data and maintain trust in 2021.

The Future of the Financial Planning Industry Depends on New Blood

The future of financial planning depends on new blood. Insights from Kestra Financial on attracting and retaining talent.

FAs Rethink Contingency, Emergency Succession Plans Amid Pandemic

Learn why financial advisors are rethinking contingency and succession plans to safeguard their businesses.

Business Development Playbook

Unlock key strategies from the business development playbook to grow and scale your financial practice.

Firm Makes its Mark in Serving the LGBT Community

Firm makes its mark in serving the LGBT community. Learn about Kestra Financial's commitment to inclusivity.

Entrepreneurs Share the Tips that Helped Them Succeed

Discover valuable advice from successful entrepreneurs on building a thriving business.

CFA vs. CFP: The Difference Explained

Learn the key differences between CFA and CFP designations and which is best suited for your career goals.

Business Books Advisors are Turning to Amid the Coronavirus Crisis

Explore top business books that advisors recommend for navigating challenges during the coronavirus crisis.

Changes to Senate tax bill affect pass-throughs, Roths

Understand how changes to the Senate tax bill could impact pass-throughs and Roth accounts.

Advisors Share Pros and Cons of Outsourcing Investment Management

Explore the benefits and challenges of outsourcing investment management and how it impacts advisors.

Becoming an Independent Financial Advisor

Learn how to successfully transition to independence as a financial advisor and build your practice.

7 Reasons to Use a Roth IRA for Early Retirement

Discover seven compelling reasons to choose a Roth IRA to support your early retirement goals.

9 Strategies for Handling RMDs

Learn nine smart strategies to manage Required Minimum Distributions (RMDs) effectively.

7 Reasons Buy and Hold Investing Beats Trend Trading

Learn why the buy-and-hold strategy outperforms trend trading for long-term financial success.

6 Steps to Take Now so your Financial Life will be off to a Good Start in 2020

Discover six actionable steps to set your financial life on the right track for the new year.

What You Need to Know About Independent Financial Advisors

Learn what sets independent financial advisors apart and how their personalized approach can help you achieve your financial goals.

Financial-Adviser Retirement Wave That Could Put Trillions of Assets in Play is Kicking Into High Gear

Understand the impact of an advisor retirement wave and its implications for the wealth management industry.

Private Wealth Manager vs. Financial Planner: What's the Difference?

Understand the key differences between private wealth managers and financial planners to find the right fit for your goals.

How to Create and Maintain a Family Budget

Create and maintain a family budget with these practical tips and strategies for financial stability.

Kestra Financial Receives Honors from Top Local and Industry Publications

Kestra ranked as a top broker dealer and RIA. Discover what sets them apart in the industry.

Why Value Investors Need to Be Quality Investors Too

Discover why combining value and quality investing strategies is crucial for achieving consistent long-term financial success.

Three Things to do Now to Maximize the Value of Your Business Before a Sale

Uncover three strategies to enhance the value of your business and ensure long-term growth.

5 Tips to Find the Perfect Office Space

Get expert advice on finding the ideal office space to grow your financial advisory practice.

Which BD Services Are More Important During Coronavirus?

Learn which broker-dealer services were essential during the coronavirus pandemic to support advisors and maintain client trust.

Broker-dealers Brace for Cyberthreats

Learn about cybersecurity for IBDs in the wake of SolarWinds. Essential tips for protecting your practice.

Advisor Perspective Podcast: How to be a Leader Before, During, and After a Crisis

Learn how to be a leader before, during, and after a crisis with these essential leadership tips.

Financial Wellness is Winning 401(k) Plan Business

Learn why financial wellness programs are becoming a key driver in securing 401(k) plan business.

12 COVID-Proof Money Tips from Financial Planners

Learn 12 actionable tips from financial planners to weather economic challenges during uncertain times.

MBA or CFA: Which is Best for Financial Advisors?

Weigh the benefits of an MBA vs. CFA for financial advisors, and choose the best path for your professional goals.

Estate Plan Essentials

Learn the essentials of estate planning to secure your assets and provide for your loved ones.

How Advisors Can Help Retirement Clients Weather a Market Meltdown

Help retirement clients weather market meltdowns with these advisor tips and strategies for stability.

Financial Advisers Now Help With College Plans, Family Counseling, Cremains

Discover how financial advisors are expanding their roles to include college planning, counseling, and more.

How Advisors Can Get Their Own Financial House in Order

Advisors can get their financial house in order with these practical tips and strategies from experts.

FSI Elects New 2020 Board of Directors

FSI elects new 2020 Board of Directors. Discover the latest updates and leadership changes with insights from Kestra Financial.

Challenge or Opportunity?

Explore how financial advisors can turn challenges into opportunities for growth and success.

Coronavirus Forcing Early Retirement? Here are Your Options

Explore the options available if early retirement becomes necessary due to the coronavirus pandemic.

Adopt a ‘Different Mindset’ Before Going Indie

Learn why shifting your mindset is essential when transitioning to independence as a financial advisor.

Advisors Learn Life Lessons From the Most Stirring Keynote Speakers

Discover valuable lessons shared by keynote speakers that can inspire and guide financial advisors.

How Financial Advisors Can Choose Their Niche

Financial advisors can choose their niche with these expert tips and insights on specialization.

FSI Honors Investor, Industry Advocates

FSI honors investor industry advocates. Kestra Financial shares the latest recognitions and achievements.

A Model of Supported Independence That Fills the "Fear Gap" Podcast

Discover how Kestra’s supported independence model addresses advisors’ concerns and ensures success.

7 Things to Know About Money Market Mutual Funds

Learn seven key facts about money market mutual funds and how they fit into your investment strategy.

9 Ways Financial Advisors Prepare Investors for Recession

Discover nine ways financial advisors help investors stay prepared and confident during a recession.

7 Secrets of Highly Successful Investors

Uncover the habits and strategies of top investors to enhance your financial success.

7 Concerns on the Forefront of 401k Plan Sponsors' Minds Right Now

Explore the top concerns for 401(k) plan sponsors and how to address them effectively.

5 Tips to Protect Your Practice from Cybersecurity Threats

Learn essential tips to safeguard your financial practice from cybersecurity threats and vulnerabilities.

5 Mistakes Parents Make When Giving Kids an Allowance

Avoid common pitfalls when giving kids an allowance and teach them important money management skills.

4 Rules for Successful DRIP Investing

Discover four essential rules for maximizing returns with DRIP (Dividend Reinvestment Plan) investing.

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

Explore insights from Kestra CEO James Poor in his Barron's interview, discussing leadership and the future of financial advising.

Stuart Silverman

Read articles by Stuart Silverman of Bluespring Wealth Partners

Kara Murphy, CFA

Gain insights from Kara Murphy, Kestra's Chief Investment Officer. Explore her expertise in investment management.

Scott Wilson

Read financial strategies from Scott Wilson, Kestra's Strategic Advisor. Learn expert tips for advisory leadership.

Mark Schoenbeck, CFP

Explore growth strategies from Mark Schoenbeck, Kestra's performance leader. Learn expert tips for financial success.

Mike Pedlow

Read insights from Mike Pedlow, Kestra's Chief Compliance Officer. Learn expert strategies in financial compliance.

Robert Bartenstein

Gain leadership insights from Robert Bartenstein, Kestra's Wealth Head. Learn strategies for client success.

Stephen Langlois

Explore growth insights from Stephen Langlois, Kestra's President. Learn expert strategies for client relationships.

John Amore

Read insights from John Amore, Kestra's Wealth Management Head. Learn expert strategies for financial success.

Derek Schug, CFA

Explore Derek Schug's expertise in portfolio management and Kestra Financial's investment strategies.

James Poer

Read posts by James Poer, CEO of Kestra Financial, on his leadership in transforming advisory services. Learn his insights here!

Kestra Financial

Discover wealth management insights, industry trends, and business growth strategies from Kestra Financial, a leader in supporting independent advisors.

Kris Chester

Discover Kris Chester's strategies for operational excellence at Kestra Financial. Learn from his expert insights.

Bredt Norwood, J.D.

Read articles by Bredt Norwood, J.D. of Kestra Financial

Joel Bennett

As the chief financial officer, Joel is responsible for managing the company’s financial performance and risk. Joel is also responsible for the internal and external reporting, budgeting, accounting, financial analysis, producer compensation, and treasury operations.

Kestra Financial Welcomes $1.4 Billion Wealth Empowerment Financial Strategies

Wealth Empowerment Financial Strategies joins Kestra, leveraging advanced resources to enhance client outcomes.

Kestra Private Wealth Services and Inspired Wealth Planning Welcome New Advisor to Independence

Kestra PWS welcomes new advisor to their platform.

Kestra Private Wealth Services and HF3 Wealth Partners

HF3 Wealth Partners expands its partnership with Kestra Private Wealth Services to deliver innovative advisory solutions.

Kestra Financial Firm Welcomes New Advisor Team

Kestra welcomes a new advisor team to Coastline Wealth Management, expanding its advisory network and client services.

Kestra Financial Empowers Advisors with Enhanced Alternative Investment Offerings Through iCapital®

Kestra partners with iCapital to provide advisors with innovative tools and access to alternative investment solutions.

Kestra Financial Adds $2.4 Billion in Recruitment Assets in First Quarter of 2025, With Strong Q2 Outlook

Kestra Financial shares promising Q1 results

Kestra Private Wealth Services Welcomes $400 Million Campus Private Wealth to Its Growing Community

We are thrilled to welcome Campus Private Wealth to Kestra PWS. Read more to learn about our partnership with Campus Wealth.

Kestra Holdings Completes Recapitalization Including Stone Point Capital

Kestra announces renewed partnership with Stone Point

Faust Wealth Management Group Joins Kestra Private Wealth Services to Enhance Client Experience

Faust Wealth Management Joins Kestra Private Wealth Services

Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience

Kestra Private Wealth Services welcomes Turas Wealth Partners to its platform.

New Advisor Joins Kestra Private Wealth Services, Embracing Independence Alongside Inspired Wealth Planning

John Griffin joins Kestra Private Wealth Services and Inspired Wealth Planning

Kestra Private Wealth Services Adds $427 Million Arc Private Wealth

Kestra Private Wealth Services Welcomes Arc Private Wealth. Click to read more about our partnership.

Kestra Financial Welcomes Boutique Advisory Firm Erudite Wealth Management

Erudite Wealth Management partners with Kestra, leveraging advanced tools to empower advisors and optimize client relationships.

Kestra Financial Firm Increases AUM to $3.5 Billion with Partial Acquisitions

Kestra Financial firm Coastline Wealth Management welcomes Myles Wealth Management and Stensland Financial Group

Kestra Private Wealth Services and The Sade Group Welcome New Advisor to Independence

Firm expands and rebrands as Riverside Private Wealth Management, as the firm’s financial professionals collectively oversee $300 million in assets under management.

Kestra Financial Welcomes SZC Financial Planning & Management, Growing Advisor Community

SZC Financial joins Kestra, gaining access to advanced tools and personalized support to enhance client outcomes.

Kestra Private Wealth Services Welcomes $250 Million Inspired Wealth Planning

Destination Wealth Advisors aligns with Kestra, unlocking new growth opportunities and client solutions.

Kestra Financial Promotes John Amore to President of Leading Wealth Management Platform

Current president Stephen Langlois set to retire at year-end.

Kestra Financial Firm Brings Aboard New Talent to Strengthen Roster

Kestra welcomes new advisors to its affiliate, Coastline Wealth Management, enhancing its advisory capabilities and services.

Kestra Financial Names Mark Schoenbeck, CFP®, Executive Vice President, National Sales Director

Mark Schoenbeck joins Kestra Financial as Executive Vice President, bringing a wealth of experience to the leadership team.

Kestra Private Wealth Services Welcomes Kim Hodges to Platform

Kestra Private Wealth Services welcomes Kim Hodges, enhancing its platform with experienced leadership and expertise.

Kestra Financial Welcomes Gardner Wallace to Platform

Gardner Wallace joins Kestra Financial, gaining innovative tools and resources to elevate client outcomes.

Kestra Financial Recruits The Main Street Group

The Main Street Group partners with Kestra Financial, leveraging resources to optimize its practice and client satisfaction.

Northeast Investment Group Joins Kestra Private Wealth Service

Northeast Investment Group partners with Kestra Private Wealth Services, enhancing its capabilities to deliver exceptional client service.

Kestra Private Wealth Services Wins New Advisors with $240 Million in Assets

Kestra Financial welcomes new advisors managing million in assets, further strengthening its platform.

Mundi Financial Joins Kestra Private Wealth Services

Mundi Financial partners with Kestra Private Wealth Services, accessing resources to elevate its practice and client experience.

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

Kestra Private Wealth Services successfully transitions another wirehouse team to independence, strengthening its advisory network.

Kestra Financial Welcomes Moore Wealth Management and Abundance

Moore Wealth Management aligns with Kestra, accessing resources to strengthen client relationships and grow its advisory practice.

Kestra Financial to Offer eMoney Advisor’s Financial Planning Platform

Kestra Financial integrates eMoney Advisor into its platform, empowering advisors with cutting-edge financial planning tools.

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

Kestra Financial reports strong recruiting performance in Q1 2020, reflecting its commitment to supporting advisors and fostering growth.

Kestra Financial Congratulates Advisors Named to 2018 Financial Times 401 Top Retirement Advisors List

Kestra congratulates its advisors recognized in the 2018 Financial Times 401 for their outstanding contributions to retirement planning.

Kestra Financial Brings On Maryland-based Potomac Financial Consultants

Potomac Financial Consultants joins Kestra Financial, leveraging its platform to deliver superior client outcomes.

Kestra Financial Appoints Kris Chester as Chief Operating Officer

Kris Chester is appointed as COO of Kestra Financial, reinforcing leadership and operational excellence.

Questmont Strategic Wealth Advisors Chooses Kestra Financial

Questmont Strategic Wealth Advisors partners with Kestra Financial to enhance their services and achieve client-centric growth.

Kestra Private Wealth Services Recruits Experienced Breakaway Team

Kestra Financial recruits an experienced breakaway team, helping them achieve independence and elevate client service.

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

Summiteer Financial partners with Kestra to access innovative tools and provide unparalleled client service.

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

Kestra Financial secures billion in new recruitment assets, demonstrating its leadership in the financial advisory space.

Kestra Financial and TriLinc Global Empower Investors With New ESG/Impact Collaboration

Kestra Financial and TriLinc Global join forces to empower investors with innovative financial opportunities.

Kestra Financial Welcomes Newly Formed Team of Experienced Advisors

A newly formed team of experienced advisors partners with Kestra Financial, unlocking resources to better serve clients.

OWL Private Wealth Advisors Joins Kestra Private Wealth Services

OWL Private Wealth Advisors aligns with Kestra Private Wealth Services, gaining innovative tools to grow and succeed.

Kestra Financial Recruits Merrick Financial Group

Merrick Financial Group partners with Kestra Financial, enhancing its services with advanced tools and support.

Kestra Financial Hires Taylor Hammons as Head of Retirement Plans

Taylor Hammons joins Kestra Financial as Head of Retirement Plans, enhancing its leadership and strategic planning capabilities.

Kestra Financial Announces Recapitalization to Include Warburg Pincus

Kestra Financial announces recapitalization with Warburg Pincus, bolstering resources for advisors and clients alike.

Kestra Financial Recruits Griffin Financial Group

Griffin Financial Group aligns with Kestra Financial, leveraging its platform to deliver exceptional client outcomes.

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

Kestra Private Wealth Services grows its national presence, providing tailored solutions to more advisors and clients.

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

Kestra Financial welcomes new advisors, reinforcing its commitment to fostering innovative financial practices.

Evoke Wealth Management Goes Independent With Kestra Private Wealth Services

Evoke Wealth Management transitions to independence with Kestra Private Wealth Services, gaining tools for scalable growth and client satisfaction.

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

Inspired Wealth Partners joins Kestra, unlocking innovative resources and enhancing client solutions.

Kestra Private Wealth Services Onboards BYRT Financial Advisors

BYRT Financial Advisors partners with Kestra, gaining resources to deliver exceptional client value.

Kestra Holdings’ Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards

Kestra Holdings earns recognition at the Wealthies, showcasing industry excellence and leadership.

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

Symonds Wealth Management partners with Kestra, gaining tools to elevate client outcomes.

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

Kestra Private Wealth Services celebrates a record-breaking recruitment quarter in Q2, showcasing its growth and success.

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

Kaizen Wealth Planning partners with Kestra, leveraging resources to achieve client-centric goals.

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

Mission Financial joins Kestra, gaining support to grow and enhance client satisfaction.

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

Kestra Financial earns Wealthies nominations, reflecting its leadership in the financial advisory space.

Kestra Private Wealth Services Recruits Tyler Bolyard to $325 Million Firm, Elevated Private Wealth Advisors

Kestra Private Wealth Services welcomes Tyler Bolyard, expanding its network of skilled and experienced advisors.

Two More Wirehouse Veterans Join Kestra Private Wealth Services

Two wirehouse veterans transition to Kestra Private Wealth Services, gaining independence and access to advanced advisory tools.

Reliance Trust Company of Delaware Becomes Arden Trust Company

Reliance Trust Company of Delaware transitions to Arden Trust Company, providing enhanced trust solutions for clients.

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

Element Wealth Advisors joins Kestra, leveraging resources to elevate their client experience.

Kestra Financial Acquires Rinvelt & David, LLC

Kestra Financial acquires Rinvelt David LLC, expanding its network and capabilities to enhance advisor and client experiences.

Kestra Financial Adds Merkel Financial to Platform

Merkel Financial joins Kestra Financial, leveraging platform benefits to deliver enhanced financial solutions.

Kestra Private Wealth Services Adds $590 Million Provista Wealth Advisors

Kestra PWS adds $590M Provista Wealth Advisors. See how this boosts our wealth management services. Find out more!

Polaris Private Wealth Goes Independent With Kestra Private Wealth Services

Polaris Private Wealth transitions to independence with Kestra Private Wealth Services, gaining access to powerful tools and support.

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

Kestra Financial unveils Retirement Plan Enterprise, delivering comprehensive solutions for advisors managing retirement plans.

Bluespring Wealth Partners Announces Partnership of D.C. Area Firms to Create Female-Led Powerhouse, Operating As Curo Private Wealth

Bluespring Wealth Partners forms a strategic partnership with DC area firms, bolstering local expertise and offerings.

New Jersey-Based O'Keeffe Financial Partners Chooses Kestra Financial

O'Keeffe Financial Partners joins Kestra Financial, leveraging advanced tools and resources to grow their practice.

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

Eagle Harbor Advisors grows with Kestra Private Wealth Services, enhancing its geographic presence and client offerings.

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

HF3 Partners welcomes a new advisor, further strengthening its team and ability to deliver top-notch financial advisory services.

Kestra Financial Recruits Rapidly Expanding Ivory Wealth Management

Ivory Wealth Management joins Kestra Financial to scale its operations and deliver tailored financial solutions.

Kestra Financial Onboards Russell Giammarino Wealth Management

Russell Giammarino Wealth Management joins Kestra Financial, gaining resources to enhance client service and grow its practice.

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

Kestra Financial announces acquisition of Reliance Trust Company of Delaware, expanding its capabilities in trust services.

Kestra Financial, Inc Introduces Bluespring Wealth Partners

Bluespring Wealth Partners launches under Kestra Financial, focusing on succession planning and growth for financial advisors.

Kestra Private Wealth Services Guides Freedom Fiduciary Advisors to Independence

Freedom Fiduciary Advisors transitions to independence with Kestra Private Wealth Services’ expert guidance and support.

Kestra Financial, Inc. Completes Recapitalization Including Warburg Pincus

Kestra Financial completes recapitalization with Warburg Pincus, securing resources to further support advisors and clients.

Kestra Financial Expands Business Capabilities with GS Select

Kestra Financial partners with GS Select, enhancing its business capabilities and advisor offerings.

Personal Benefit Financial Selects Kestra Financial

Personal Benefit Financial partners with Kestra Financial to expand its services and improve client outcomes.

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

Evoke and Maven merge to create a powerhouse firm, enhancing services and expanding market reach.

Kestra Financial Welcomes $600 Million Borger Financial Services

Borger Financial Services partners with Kestra, unlocking innovative solutions for its clients.

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Thriving Asset Management announces a new CISO, enhancing data security and operational excellence.

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

Buffalo Capital Management aligns with Kestra Financial, unlocking new opportunities and enhancing client services.

Kestra Financial Wins $2.2 Billion in New Recruitment Assets in Third Quarter of 2020

Kestra Financial reports impressive recruitment assets in Q3 2020, reflecting its ongoing growth and success.

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

Catalyst Retirement Solutions aligns with Kestra, empowering advisors to deliver tailored retirement planning services.

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

Lodi Wealth Advisors aligns with Kestra Financial, gaining tools and resources to better serve their clients.

Kestra Financial Recruits $140 Million Firm Dudum Financial

Dudum Financial joins Kestra Financial, leveraging innovative solutions to grow their practice and better serve clients.

Kestra Financial Adds Newly Formed Team of Seasoned Advisors

A newly formed team of seasoned advisors partners with Kestra Financial, gaining tools to elevate their practice.

Kestra Holdings Welcomes Seasoned Executive Chris MacLaughlin As Chief Marketing Officer

Kestra Holdings welcomes Chris MacLaughlin as CMO, enhancing its strategic marketing and branding efforts.

Kestra Financial Closes Out 2022 With $8.5 Billion in New Recruitment Assets

Kestra Financial celebrates a prosperous 2022, showcasing continued innovation and advisor success.

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

Kestra Financial reflects on a successful 2020, highlighting achievements and growth in a challenging year.

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

Recognizing 12 Kestra-associated professionals honored by the 2020 Financial Times for excellence in financial advisory.

Two Kestra Private Wealth Services-Affiliated Firms Merge

Two Kestra Private Wealth Services-affiliated firms merge, combining resources to deliver exceptional client outcomes.

Kestra Financial Adds Ignite Wealth Planning

Ignite Wealth Planning partners with Kestra Financial to unlock new opportunities and enhance client services.

Kestra Financial Welcomes $1 Billion RS Will Wealth Management

Kestra Financial welcomes $1B RS Will Wealth Management. Discover their growth and strategic vision today!

Kestra Financial Dominates First Half of 2022 With $4.1 Billion in New Recruitment Assets

Kestra Financial demonstrates exceptional growth and recruitment success in the first half of 2022.

Industry heavy hitter John Amore Joins Kestra Financial's Executive Team

John Amore, an industry veteran, joins Kestra Financial's executive team, bringing leadership and innovation to the firm.

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

KPWS celebrates its advisors ranked on the 2022 AdvisorHub Advisors to Watch List, showcasing exceptional talent and dedication.

Bluespring Wealth Partners Starts 2020 With $400 Million Acquisition

Retirement Wealth Specialists bolsters resources while rapidly expanding client base

Davis Advisory Group Joins Kestra Financial

Davis Advisory Group partners with Kestra Financial, leveraging cutting-edge tools and services to enhance client success and practice growth.

Bluespring Wealth Partners Acquires Vector Wealth Management

Vector Wealth Management partners with Bluespring Wealth, gaining resources to elevate client service.

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

Bluespring Wealth acquires an interest in Beacon Financial Group, expanding its reach and client solutions.

Bluespring Wealth Partners Acquires Ted Jenkin’s Believeland

Bluespring Wealth enhances its portfolio by acquiring Ted Jenkins Believeland, strengthening its national presence.

Another Experienced Team of Wirehouse Advisors Aligns with Kestra Private Wealth Services

A seasoned team of wirehouse advisors joins KPWS, accessing tools to grow their practice independently.

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Kestra Financial welcomes Stephen Langlois as President, bringing extensive industry expertise to enhance its leadership team.

Bluespring Wealth Partners Acquires Financial Partnership Stake in U.S. Financial Services

Bluespring Wealth acquires a stake in US Financial Services, boosting its capabilities and market reach.

Crawford Financial Services Aligns With Kestra Financial

Crawford Financial Services partners with Kestra to deliver innovative solutions and better serve their clients.

Texas-Based Moore Private Wealth Group Joins Kestra Financial in Search of True Entrepreneurship

Moore Private Wealth Group partners with Kestra Financial, embracing entrepreneurship to enhance their advisory capabilities.

Kestra Private Wealth Services Welcomes $130 Million Advisor Trio

Kestra welcomes $130M advisor trio to PWS. Learn about their expertise and our growing team. Find out more!

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

Kestra PWS expands with $150M addition. See our growing footprint and expertise. Join us for more insights!

First-Class Culture Attracts Marc Goldstein Associates to Kestra Financial

Marc Goldstein Associates joins Kestra Financial, embracing its first-class culture and resources to drive advisor and client success.

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

Bull and Bear Wealth Management joins Kestra Private Wealth Services, embracing independence to enhance client services.

Kestra Private Wealth Services Onboards Maven Bridge Capital

Maven Bridge Capital partners with Kestra Private Wealth Services, accessing resources to grow and succeed independently.

Kestra Private Wealth Services Strengthens Virginia Presence With Addition of Wirehouse Breakaway

Kestra strengthens Virginia presence with wirehouse breakaway. Discover our expanded reach. Join us!

Kestra PWS Recruits 7 Breakaway Teams in 2020; Expands Real Estate Footprint Across US

Kestra Private Wealth Services recruits seven breakaway teams in 2020, significantly expanding its real estate footprint nationwide.

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

Kindred Wealth Partners joins Kestra, gaining advanced tools and resources to enhance client satisfaction and success.

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

Jennifer Hollers joins Kestra Financial as Head of Financial Planning, bringing decades of expertise to enhance client advisory services.

Mother-Daughter Planning Team, Elevation Financial Group, Joins Kestra Financial

Elevation Financial Group partners with Kestra Financial to enhance operational efficiency and deliver unparalleled client service.

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

Kestra Financial partners with AdvicePay, streamlining fee processing for advisors and improving efficiency in practice management.

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

Kestra Financial wins Stevie Awards for excellence, showcasing its dedication to innovation and client service.

Kestra Financial Welcomes The Society for Lifetime Planning

The Society for Lifetime Planning aligns with Kestra Financial to deliver comprehensive solutions and foster client success.

Bluespring Wealth Partners Acquires Hickory Asset Management

Hickory Asset Management joins Bluespring Wealth Partners, expanding its offerings for clients.

Experienced Breakaway Team Partners with Kestra Private Wealth Services

A seasoned breakaway team partners with Kestra Private Wealth Services to access customized solutions for their advisory practice.

Alpha Wealth Advisors Aligns with Kestra Financial

Alpha Wealth Advisors partners with Kestra Financial to expand their services and improve client engagement.

Kestra Financial Announces Acquisition of H. Beck, Inc. From Securian Financial Group

Kestra completes the acquisition of H Beck Inc., enhancing its advisor network and service capabilities.

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

Kestra Holdings appoints a new CISO to strengthen cybersecurity and protect client data.

12 Kestra Financial Advisors Named in 2019 Financial Times 401 Top Retirement Advisors List

Celebrate Kestra advisors named to the 2019 Financial Times 401 Top Retirement Advisors List for their exceptional expertise.

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

Kestra Financial celebrates strong growth in 2023, reflecting its commitment to advisor success.

Bluespring Wealth Partners Bolsters Team With New VP of Business Consulting

Bluespring Wealth appoints a new VP of Business Consulting, enhancing its advisor support capabilities.

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

Inspired Wealth Planning joins Kestra to access cutting-edge resources and deliver top-tier services.

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Affidare Private Wealth aligns with Kestra, gaining access to resources that enhance their independent advisory model.

Kestra Financial Draws More Than $1.6 Billion in Assets in Second Quarter, Sustaining Strong 2023 Momentum

Kestra Financial highlights impressive Q2 2023 recruiting results, showcasing its commitment to attracting top talent in the financial industry.

Former Wells Fargo First Vice President Aligns with Kestra Financial

A former Wells Fargo First Vice President aligns with Kestra Financial to leverage tools for independence and client-centric growth.

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

Kestra Investment Management introduces four model portfolios, offering diversified strategies for clients.

Eagle Harbor Advisors Aligns With Kestra Private Wealth Services

Eagle Harbor Advisors joins Kestra Private Wealth Services, gaining tailored solutions to support independence and client outcomes.

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

Mooshi Wealth joins Kestra, leveraging cutting-edge solutions to expand its services and improve client outcomes.

Kestra Financial Welcomes Steffan Hagendorf to the Platform

Kestra Financial welcomes Steffan Hagendorf, expanding its advisory network with seasoned expertise.

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

HF3 Wealth Partners joins Kestra Private Wealth Services, leveraging resources to elevate client experiences.

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Canton Wealth Partners joins Kestra Private Wealth Services, enhancing its presence and service offerings in the Southeast.

Kestra Financial Adds Carlson Asset Management to Platform

Carlson Asset Management joins Kestra Financial’s platform, gaining access to innovative tools to serve clients better.

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

Attain Wealth Partners teams up with Kestra to deliver exceptional financial advisory services and strengthen their practice.

Kestra Financial Firm Continues Positive Growth, Bringing on Additional $200M

Kestra Financial continues its growth trajectory by bringing an additional million in assets to its platform.

Kestra Recapitalizes With Stone Point Capital

Kestra announces a strategic partnership with Stone Point Capital, strengthening its position as a leader in financial advisory services.

How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses

In this episode of "PWS on the Fly," hosts Rob Bartenstein and Scott Wilson sit down with Lisa Turner and Valerie Taggart from Katella Wealth Management in Salt Lake City

PWS On the Fly Ep 2: Whitecap Wealth

Discover how Dave & KC Johnston of White Cap Wealth Management transitioned from wirehouse advisors to entrepreneurs, gaining independence and enhancing client value.

Curo Private Wealth “Living Richly” podcast with Anne McCabe and Atricia Roberts hosts Kara Murphy, CIO, Kestra Investment Management

CIO Kara Murphy sits down with Curo Private Wealth to discuss investing

On the Fly Podcast Ep 3: Independence is the Catalyst

Klint Kennedy & Bryce Decker share their journey to independence, leveraging Kestra PWS, finding the perfect office, and expanding Catalyst Retirement Solutions.

Markets Like Predictability But the Media Loves a Trainwreck

CIO Kara Murphy, CFA, sits down with the SFM Advisor Group about the media and markets.

Navigating Legacy and Stepping into Leadership as a G2 Advisor

See how next-generation financial advisors and G2 successors can navigate becoming a leader within a wealth management firm.

Epiisode

Explore valuable lessons and insights shared by experts in the financial industry to elevate your advisory practice.

Episode 6: A Life First Approach to Finance

Theron Schaub shares proven strategies for financial advisors to enhance client trust and grow their practice.

Episode 5: Nerd Alert Edition – How do CLOs Work in Today’s Market?

Explore the latest financial trends and technology insights shared by Nerd Alert’s Chief Legal Officer in this engaging episode.

Episode 4: The Life Score System with Dr. John Rhodes

Dr. Rhodes discusses the psychology behind financial decision-making and how advisors can better guide their clients.

Episode 2: Forces Driving Emotional Challenges for Your Clients

Join Geoff Colvin as he explores leadership and innovation strategies for financial advisors in a rapidly evolving industry.

Bee the Best Advisor: Using Honey to Win Clients and Strengthen Relationships

Discover insights from top advisors on what it takes to excel in the financial advisory industry and provide exceptional client value.

Kestra PWS Episode 5: How Independence Can Benefit Your Clients

Gain insights from experienced advisors on navigating challenges and achieving lasting success in an independent advisory model.

Make the Move to Independence with Kestra Private Wealth Services

Learn how to successfully transition to independence as a financial advisor and take control of your future.

Episode 3: Top 5 Ways an Advisor Can Stand Out in 2020

Jennifer French shares insights on creating meaningful client relationships and delivering impactful financial advice.

Episode 7: The Importance of Transparency with Clients and Staff

Scott Cohen discusses practical solutions for overcoming challenges and thriving as a financial advisor.

Episode 10: How Beth and Lauren Richardson are Paving the Path for Female Financial Planners

Listen to Beth and Lauren Richardson discuss their journey and unique approach to delivering exceptional financial advisory services.

How to Build Your Brand as a Financial Advisor

Discover key strategies to build and enhance your brand as a financial advisor to attract and retain clients effectively.

A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA

Hear firsthand experiences from a former wirehouse advisor on transitioning to independence and building a successful practice.

Episode 8: How Marketing is the Ultimate Investment: Tactics and Advice from Financial Professional, Ted Jenkin

Ted Jenkin shares innovative ideas for advisors to optimize their practice and deliver outstanding client experiences.

Maximizing Growth and Efficiency with EOS®

Learn how leveraging the Entrepreneurial Operating System (EOS) can help advisors achieve growth and operational efficiency.

Episode 9: Don’t Retire…Graduate: Redefining Retirement & Starting Your Own Podcast

Eric Brotman reveals strategies for achieving financial freedom and empowering clients to take control of their financial futures.

Kestra PWS Episode 4: Wherever the Mind Goes, the Body Will Follow

Explore how a growth mindset can unlock new opportunities and drive success in the financial advisory field.

Episode 11: The Power of Outsourcing with Rico Casares

Rico Casares shares valuable insights on navigating challenges and achieving growth in the financial advisory industry.

How Advisor Needs Are Evolving (And How We Support Them)

Explore how the evolving needs of financial advisors are shaping innovative practices and creating new opportunities for success.

Kestra PWS Episode 1: State of Research Today

Learn how bespoke wealth solutions are transforming the way advisors cater to unique client needs and preferences.

Episode 12: Portfolio Construction Advice

Paul Ma discusses key trends in financial planning and how advisors can leverage them to better serve their clients.

Kestra PWS Episode 2: Finding Independence with Full Service Support

Discover the journey of finding independence as a financial advisor and the transformative impact it can have on your practice.

Tariffs 2.0: KIM Market Flash Commentary Download

A new 10% baseline tariff on most imports signals a major U.S. trade policy shift, potentially driving higher prices, slower growth, and market impacts.

Breaking Barriers and Beyond: Celebrating Women in Financial Services

Women at Kestra share stories and advice on breaking barriers and empowering future leaders in financial services.

SEO for Financial Advisors

Search engine optimization (SEO) has become a key part of almost every business with a website. Click to read more about SEO for financial advisor websites.

3 Advantages to Going Independent

Many former wirehouse reps say that going independent was the best thing they've ever done. See how you could benefit.

How Financial Advisors Can Protect Their Firms from Cyber Crime

Cybercrime cost U.S. businesses over $10 billion last year, with global damages projected to hit $10.5 trillion by 2025. Learn tips to protect your firm and clients.

The Long Slide: Manufacturing Decline and How Tariffs Might Impact the Sector

Kara Murphy, CIO, KIM looks at mixed signals from the economy and what may lie ahead for the manufacturing sector especially with changing tariffs.

Markets in a Minute: Quarterly Review & Outlook

Catch up on the latest market trends and insights for 10-18-22. A quick overview to keep you informed.

Winners and Losers: The Fallout from Assad’s Departure in Syria

Kestra Investment Management CIA Kara Murphy, CFA, breaks down the implications of the fall of the Assad regime in Syria.

Markets in a Minute: Mid-Year Review & Outlook

So far, 2022 has brought surges in inflation fueled by war in Europe, monetary tightening and slower economic growth. Click to read more.

Markets in a Minute: What’s Next for the Housing Market?

Stay ahead with market updates for 6-21-22. Quick insights for busy professionals.

Our 4 Core Pillars: Technology

Discover how Kestra’s cutting-edge technology solutions streamline operations and enhance advisor efficiency.

Markets in a Minute: Economic Growth

The economy grew at a torrid pace in the first half of the year. While the second half will likely see some slowing, earnings should continue to grow, partly offset by a contraction in multiples.

Three Realities of the Coronavirus Pandemic and Why They Matter for the Future of Your Firm

Examine the lasting impacts of the pandemic on financial firms and how to adapt for future success.

Markets in a Minute: Market Volatility

Get concise market highlights for 5-10-22. Stay informed with financial news.

Markets in a Minute: Recession? Does it matter?

As economic growth cools and inflation heats up, we are hearing more about recessions. in this week's Markets in a Minute, we talk recession and what’s happening with the latest GDP report.

Markets in a Minute: Commodities & Housing

As the S&P 500’s bear market completes its ninth month, two areas of the economy have experienced rapid changes: commodity price spikes coupled with impending shortages and a housing boom that is quickly petering out. How serious are these risks to the global economy and markets? Let’s discuss in this week’s Markets in a Minute.

Markets in a Minute: 2022 First Quarter Review & Outlook

Review the latest market insights for 4-26-22. Financial updates in a minute.

After the Election: What Investors Can Expect Next

Check out this breakdown of what investors can expect post-election.

Women’s History Month 2022: Insights From the Women’s Empowerment Network

Celebrate Women’s History Month 2022 by recognizing inspiring achievements and contributions in the financial industry.

Partnership is the Key Component to Building a Successful Business

Uncover the importance of partnership and collaboration in achieving long-term success in the financial advisory industry.

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

Celebrate the accomplishments of 21 Kestra advisors honored for their dedication and success in wealth management.

Do You Know Your Client's LifeScore

Do you know your client's LifeScore? Discover its importance and how to measure it. Learn more!

Our 4 Core Pillars: Taking the Risk Out of Real Estate

Explore Kestra’s real estate services and how they help advisors establish the ideal office environment for success.

Market Volatility - An Opportunity, Not a Threat!

As the coronavirus pandemic continues to stir up markets, your clients may be growing nervous, if not outright fearful. While some see this as a threat, top advisors view these moments as a tremendous opportunity to reinforce their value, engage with clients and grow their businesses.

4 Things You Didn’t Know About Kestra Private Wealth Services: A Conversation With Our COO

4 things you didn't know about Kestra PWS. Discover surprising facts about our leaders. Learn more today!

Markets in a Minute: High Liquidity is Key

With equity valuations near historic highs, where does the market go from here?

Markets in a Minute: Debt Ceiling

The current showdown in Congress over raising the debt ceiling has high economic stakes. But it’s worth recalling that we’ve been down this road before, and the federal government has always managed to find a path forward, if not without some short-term fallout.

How to Effectively Set Goals for Your Business

How to set goals for your business effectively. Learn practical tips and strategies. Discover more!

Markets in a Minute: Vegas, Baby: Investing vs. Gambling

Catch up on market highlights for 11-1-22. A quick summary of financial trends you need to know.

Markets in a Minute: Inflation, Goldilocks, and the Fed

Key market insights summarized for 11-15-22. Stay updated with concise financial news for advisors.

Markets in a Minute: Crypto vs. Back to Basics?

Review market highlights for 11-29-22. Stay ahead with quick and essential financial insights.

3 Steps to Being a Better Money Manager

3 steps to being a better money manager from Kestra. Discover practical tips and strategies. Learn more!

Markets in a Minute: Bonds

Stay ahead with the latest market updates for 11-10-21. Get insights in a minute for busy professionals.

Markets in a Minute: Climate Change

Opportunities and obstacles in the race to a clean-energy future and the implications for investors. Quick financial insights designed for busy advisors and investors.

4 Economic Considerations for a Wirehouse Breakaway

4 economic considerations for wirehouse breakaways. Understand key factors for a smooth transition to independence.

Cheers to Independence! As We Celebrate America’s Birthday, We Share 4 Lessons to Support Your Road to Freedom

After leading successful careers as wealth management professionals and forming our own RIA, we’ve learned a thing or two about becoming independent – there is both an easy way and a hard way. With that in mind, we wanted to share a few of our hard-fought lessons with you – touching on everything from real estate to technology.

2017 Recruitment Recap

Kestra Financial's 2017 recruitment recap. See our growth and achievements. Discover more today!

Behind the Scenes at Bespoke Investment Group

Behind the scenes at Bespoke Investment Group. Discover insights and strategies. Learn more today!

Markets in a Minute: The R-Word — Are We in a Recession?

Get concise updates for 10-4-22. Stay informed on market movements and key financial developments.

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

Discover the achievements of Kestra advisors recognized for excellence in their field by AdvisorHub.

What Does 2018 Hold for Financial Services?

Explore key trends and predictions shaping the financial services industry in 2018.

Working Through Today's Top Operational Challenges

Gain insights into overcoming top operational challenges facing financial professionals in today’s evolving market.

3 Lessons Learned on My Journey to Personal Development and Freedom

3 lessons learned on my journey with Kestra. Discover valuable insights and experiences. Learn more!

Markets in a Minute: Infrastructure Bill Passed

Last week brought disturbing news on the pandemic front, but we were also reminded that our political system can still tackle big issues.

4 Things Entrepreneurs Can Learn From Jolene Hart

4 things new entrepreneurs can learn from Jolene Hart. Discover valuable insights. Learn more today!

Markets in a Minute: Supply Chains

Review essential market updates for 10-26-21. Stay ahead with the latest trends and data in a minute.

Markets in a Minute: Stock vs. Bond Volatility

In this week’s Markets in a Minute, we discuss what volatility among stocks and bonds means for your portfolio.

Markets in a Minute: Liquid Alternatives

Catch up on key market movements for 4-12-22. A quick summary for busy advisors.

Our 4 Core Pillars: Equipment

Discover how Kestra’s equipment resources empower advisors to build and sustain successful practices.

5 Tips to Find the Perfect Office Space

5 tips to find the perfect office space. Discover practical advice. Learn how to optimize your space!

The Power of Outsourcing

Discover how outsourcing can streamline your operations, enhance efficiency, and free up time to focus on your clients.

A Balancing Act: Being Both a Wealth Management Professional and Business Owner

Being both a wealth management professional and business owner. Learn how to balance both. Discover more!

Podcasting Series: The Case for Getting Started

Explore the benefits of starting a podcast for your financial business and how it can amplify your reach and influence.

Markets in a Minute: Cryptocurrency

Stay updated with key financial insights in just a minute. Get the highlights for 10-14-21 in this quick read.

Our Commitment to Financial Professional Independence

Learn how Kestra prioritizes independence for financial professionals, enabling them to thrive in their practices.

Using Marketing as a Growth Engine for Business

Learn how strategic marketing can drive growth and attract clients to your financial advisory business.

How to Market to Your Business: The Right Way

How to market your business effectively. Discover proven strategies. Learn how to grow your business!

Leaving the Wirehouse? Here are Four Valuable Points to Consider

If you’re planning on breaking away from the wirehouse to start your own independent firm, make sure you consider these top four things.

How to Best Retain Client Relationships When Moving Firms

Kris Chester, COO of Kestra Financial, shares ways to maintain relationships with existing clients when transitioning to a new firm.

4 Tips to Seamlessly Transition Platforms Today

4 tips to seamlessly transition platforms today. Discover effective strategies. Learn more now!

Markets in a Minute: Investing in an Inflationary Environment

Key highlights for 2-1-22. Stay updated with concise market insights for financial professionals.

Unmatched Independence, Service and Culture: Here’s What People Are Saying About Kestra PWS

Here's what people are saying about Kestra PWS. Discover client testimonials and reviews. Learn more!

Markets in a Minute: Inflation

Catch up on financial news for 2-15-22. A quick market overview designed for busy professionals.

Our 4 Core Pillars: Compliance

Learn about Kestra’s compliance pillar and how it supports financial advisors in navigating regulations effectively.

Markets in a Minute: Fixed Income

Concise market highlights for 3-30-22. Stay updated with financial trends and insights.

Markets in a Minute: Pandemic Challenges

The lingering pandemic has exacted a real – and tragic – human toll. But it also gives the Federal Reserve some room to continue its easy monetary policy. Last week brought further confirmation of that.

Markets in a Minute: Crisis in Ukraine

Get the latest market updates for 3-1-22. Quick insights tailored for financial professionals.

Markets in a Minute: Will the Inflation Reduction Act Actually Reduce Inflation?

The Inflation Reduction Act, which has been signed by the president and has passed the House, has been heralded as a major legislative victory for the Democratic party. But will it really matter for the economy or the markets? Read the latest Markets in a Minute to learn more.

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