Kestra Financial

Wishing you a Happy Thanksgiving from everyone at Kestra Financial! ?? Today, we reflect on our team’s hard work, the trust of our advisors, and the confidence our clients place in us. Here’s to a holiday filled with appreciation and joy, with a festive video from our Kestra family.

This week's service shout-out goes to our wonderful Senior Client Service Specialist, James Williams! James is an integral part of our client service team, and we're grateful for his hard work and dedication to serving our advisors. Thank you to our partner, Susan P Lavery, at McKinney Wealth Management, for sharing her experience working alongside our team.

#KestraAscend2025 is drawing closer, and we can hardly wait to be together in Austin, Texas, this February! Advisors, are you ready to go Beyond the Horizon?

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!

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

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!

?? 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 ??

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! ??

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

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!