Tag : Kestra Financial

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

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

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

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

Fintech News Desk
by Fintech News Desk0
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO
Fintech News

Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO

Fintech News Desk
by Fintech News Desk0
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, continues to deepen its leadership talent pool with the appointment of Nick Harness as Chief Information Officer. Harness will focus on optimizing......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this role, Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment advisers. Read More: Banks Are Experiencing a Kodak......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Business Fintech News

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

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc. (Kestra Financial), an industry-leading platform for independent financial professionals, announces its first quarter recruitment results. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software “In spite of all the challenges COVID-19 has presented, wealth management professionals trust that Kestra......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
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