Our valued partner Espira Wealth Management recently celebrated their four-year anniversary of going independent with Kestra Financial! ?? The quote from founder Jennifer Hope speaks for itself: "Everyone told me my business would take off when I went independent, and they were right." Here's to many more years of continued growth and independence!
Kestra Financial
金融服务
Austin，TX 14,439 位关注者
The industry-leading, independent advisor platform that empowers your success.
关于我们
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
- 网站
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https://KestraFinancial.com
Kestra Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Austin，TX
- 类型
- 私人持股
- 领域
- Broker/Dealer Services、Asset Management Services、Integrated Technology Platform、Advisor and Staff Training、Concierge Service和Practice Management
地点
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主要
获取路线
5707 Southwest Parkway Building 2
Suite 400
US，TX，Austin，78735
Kestra Financial员工
动态
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Wine not? Recently, our EVP of Advisor Engagement, Mark Schoenbeck, CFP?, ran into fellow Kestra Financial advisor Shaun Layton of Oculus Financial Group at a member appreciation event for their local wine club in Paso Robles, California!?The Kestra community just keeps getting bigger, and the world that much smaller. ?? On top of being a great wealth advisor, Shaun is actually also a wine advisor. Check out his most recent weekly market commentary video, where he also discusses some of the best vino in the world. Cheers! https://lnkd.in/giBmCD_d
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The Kestra Financial and Kestra Investment Management team had a wonderful time partnering with our partners at iCapital last week for an event at the firm's New York City office. Attendees were able to learn more about alternative investments, meet portfolio managers, and connect with Kestra advisors and executives to discuss best practices. Derek Schug, CFA, Head of Portfolio Management at KIM, gave a great talk about semi-liquid alternatives, how advisors can choose to access the asset class, and what to consider for client selection based on objectives and risk profile. We're already looking forward to our next gathering with our iCapital partners!
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?? The Kestra Financial and KIM team are gearing up for our annual #Ascend conference this February, an advisor conference that brings hundreds of Kestra affiliated advisors together to network, meet senior leaders and hear unique perspectives. Flashback to last February, our CIO Kara Murphy, CFA took the mainstage for a presentation on "What Would Wall Street Barbie Say?" Check out the clip below ??
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We're proud of our partners at Coastline Wealth Management for their continued growth! Recently, the firm announced that Z2 Investment Management, LP Management, a lower middle market private investment fund, has invested in Coastline, enabling a continued acquisition growth strategy. Sending a huge congratulations to the team! ??
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As we reach the midpoint of the quarter, it's crucial to assess our position in the current financial landscape. This #WealthWisdomWednesday, we're diving into key statistics from McKinsey & Company's latest wealth management report that sheds light on market trends and shifts impacting your wealth management strategy. ?? With ongoing economic fluctuations, inflationary pressures, and evolving interest rates, understanding these dynamics is more important than ever. Our insights aim to empower you to make informed decisions and position you for success in a complex environment. Read more: https://lnkd.in/gXzp2eVh
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We had a great time during our last Ensemble Week event of the year! Last week, we honed in on this year's theme of "Sharpening the Axe for Business Success" by connecting and discussing critical business decision themes with our Business Consulting Partners. Thank you to our partners at RS Will Wealth Management, Sindrich & Associates and WEALTH PRESERVATION SOLUTIONS for making our last program such a success!
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Thank you to the Texas McCombs Wealth Management Center for hosting our team earlier this week for a great conversation on exploring careers within the financial advisory space. We're grateful for our partnership and look forward to continuing these discussions!
Yesterday, we had the privilege of hosting three inspiring panelists from Kestra Financial, who shared insights into potential career paths within the wealth management industry. Through personal stories and valuable advice on navigating post-college steps, they offered engaging, practical perspectives for students interested in wealth management. Our sincere thanks to John V. Amore, Macy Dunegan, CFP?, and Mark Schoenbeck, CFP? for their time and impactful contributions to the discussion!
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Recently at the Advisor2X Wealth@Work conference, Taylor Hammons, Head of Retirement Plans at Kestra, shared his insights on how financial professionals can tap into small retirement plan growth and effectively package and demonstrate the value of wealth management solutions both within and beyond retirement plans—helping advisors uncover a whole new world of opportunities for their practices.
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