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Articles by Kestra Holdings
Kestra Holdings Unveils Kestra Investor Solution to Support Client Performance Reporting
New solution will enable better digitization of day-to-day operations while delivering a more modern, connected client experience Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, today announced the development of a new client portal experience for its affiliated advisors.
Kestra Expands Leadership Team and National Presence to Support Continued Growth
Firm appoints Client Experience Officer, General Counsel, and Head of Business Development, while opening a new office to access top financial services talent Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, today announced the addition of several key executive hires and the planned opening of a secondary headquarters in Tempe, Arizona.
Money with Murphy: The AI Revolution - From Pirate Speak to Productivity
Artificial intelligence is rapidly moving from fun everyday uses — like translating text into pirate speak — to potentially reshaping how businesses and economies function. Adoption is skyrocketing, with hundreds of millions of users and companies experimenting with new applications. Yet, just as with the computer revolution, the true productivity gains may take time to show up in the data.
Industry Survey Commissioned by Kestra Reveals Only 6% of Financial Advisors Planning to Retire Have a Fully Documented Succession Plan
Gaps in succession planning create a talent flight risk: 1 in 3 potential successors say they would consider leaving without a clear succession timeline Kestra Financial (Kestra) and Bluespring Wealth Partners (Bluespring), companies within the Kestra Holdings ecosystem – which offers industry-leading wealth management platforms for independent wealth management professionals – today announced the release of its first-ever proprietary industry survey, Bridging the Gap: Succession Misalignment...
Kestra Businesses Collect Five Stevie® Wins In 2025 American Business Awards
Kestra Financial’s service organization and Kestra Investment Management recognized for their dedication to supporting advisors Kestra Holdings, a wealth management company powering the financial independence of wealth management professionals and firms, was awarded five Stevie® Awards – one Gold, one Silver, and three Bronze – as part of the 23rd Annual American Business Awards.
Kestra Markets in a Minute - Turmoil and Silver Linings: First Quarter Market Review and Outlook
Key Takeaways In early 2025, the broad U.S. stock market took investors on a wild ride, climbing to record levels before falling into correction territory. Policy uncertainty was largely to blame. Companies that led the market higher in recent years were hit hardest, including stocks that had come to be known as the Magnificent 7. A number of asset classes and sectors remained resilient. The U.S. economy remained on solid footing, but a longer stretch of elevated uncertainty could take a toll.
Kestra Holdings Completes Recapitalization Including Stone Point Capital
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Kestra Holdings Completes Recapitalization Including Stone Point Capital
Renewed partnership to help fuel continued growth of the Kestra ecosystem Kestra Holdings today announced the completion of its acquisition by funds managed by Stone Point Capital LLC (Stone Point), a leading private equity firm focused on global financial services and related industries, replacing funds managed by Warburg Pincus LLC (Warburg Pincus), the company’s former majority owner. Private equity firm Oak Hill Capital (Oak Hill) will remain a minority owner.
Kestra Holdings Announces Recapitalization in Renewed Partnership With Stone Point Capital
Investment will fuel continued growth of the wealth management platform Kestra Holdings (Kestra Holdings) today announced that funds managed by Stone Point Capital LLC (Stone Point), a leading private equity firm focused on global financial services and related industries, has agreed to acquire a majority interest in the parent partnership of the company, replacing current partner Warburg Pincus LLC (Warburg Pincus), a leading global growth investor.
Money with Murphy: Santa Claus Rally Comes Ahead of Schedule
While not true with every turn of the calendar, September tends to have the worst equity returns and October tends to witness more market bottoms than any other month. The good news is that those disappointing returns are often followed by a more positive experience often referred to as the “Santa Claus Rally.” This year, holiday festivities appear to be starting a little early.
Markets in a Minute: Real Estate Pulse Check
Even as stock and bond investors are cheering the end of the Federal Reserve’s interest rate hikes, the real estate market continues to face challenges. One such example of real estate distress is the recent bankruptcy of office-sharing company WeWork, which just four years ago was assigned a $47 billion valuation. Another is the record-low activity in the residential housing market.
Money with Murphy: Potential Government Shutdown - Here We Go Again!
Here we go again…a potential government shutdown AND a change to the outlook for US government credit. Kara reviews historical government shutdowns, last week’s Moody’s credit rating downgrade, and what this could all mean for markets in this week’s Money with Murphy.
Markets in a Minute: The Impact of Rising Interest Rates
Over a year and a half ago, the Federal Reserve began raising the fed funds rate in an effort to slow inflation, which had reached rates not seen in decades. Since then, inflation has subsided substantially, yet interest rates have continued rising. And with interest rates marching higher, bond prices have fallen to the detriment of bond investors. What’s driving those rate increases, and what are implications for consumers, businesses and investors?
Markets in a Minute: Q3 Market Review and Outlook
After a surprisingly strong start to the year for the S&P 500, the third quarter saw disappointing returns for a variety of asset classes. Stocks and bonds suffered losses, while commodities were a rare bright spot. And of course, since the close of the quarter, a devastating conflict has broken out in the Middle East. Despite the less-than-stellar recent market performance, we are optimistic about forward returns.
Money with Murphy: Third Quarter Market Review and Outlook
After a surprisingly strong start to the year, the third quarter was a little less rosy. We saw an additional interest rate increase, lackluster performance by the Big 7, and disappointing returns across a variety of asset classes. For more detail on what happened in Q3 and where we are seeking opportunity in Q4, watch this week’s Money with Murphy. Learn more about Kestra Private Wealth Services
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, today announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios.
Kestra Holdings’ Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards | thepilotnews.com | Flex BLOX CMS
First in 2 categories, Kestra Holdings proved its commitment to leading financial professionals with innovative initiatives in service, technology, and resources Kestra Holdings, an industry-leading wealth management platform provider, today announced that Kestra Financial and Bluespring Wealth Partners have won two awards across two categories in WealthManagement.com’s 2023 Industry Awards, known as the “Wealthies.” In its ninth year, The Wealthies annual awards program is a highly-regarded...
Kestra Holdings’ Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards | The Antlers American | poteaudailynews.com
First in 2 categories, Kestra Holdings proved its commitment to leading financial professionals with innovative initiatives in service, technology, and resources Kestra Holdings, an industry-leading wealth management platform provider, today announced that Kestra Financial and Bluespring Wealth Partners have won two awards across two categories in WealthManagement.com’s 2023 Industry Awards, known as the “Wealthies.” In its ninth year, The Wealthies annual awards program is a highly-regarded...
Kestra Holdings Adds Veteran Technology Executive to the Helm of its Cybersecurity and Technology Risk Organization
Jean-Luc Dupont brings 27 years of experience and an extensive understanding of securing and safeguarding organizations on an international scale Industry leading wealth management platform provider Kestra Holdings today announced the appointment of global executive Jean-Luc Dupont as Vice President, Chief Information Security Officer and Head of Cybersecurity and Technology Risk.
Stock Market | Financial News | myMotherLode.com
High-volume of nominations reflect Kestra’s ongoing commitment to providing superior service, cutting-edge technology, and a suite of resources to deliver value to its nationwide ecosystem of financial professionals Kestra Holdings, an industry-leading wealth management platform, announced today that multiple subsidiaries have been named finalists in seven categories for WealthManagement.com’s 2023 Industry Awards, known as the “Wealthies.” Across its companies, Kestra was one of the...
Kestra Holdings Completes Recapitalization Including Stone Point Capital
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Atria Wealth Solutions Announces Acquisition of Independent Wealth Management Firm Grove Point Financial
Purchase of Grove Point Financial brings 400 independent financial professionals with approximately $15 billion of assets under administration to fast-growing Atria Wealth Solutions. Grove Point will maintain its existing clearing and custody relationships and there will be no client repapering. , /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management holding company, announced today its definitive agreement to acquire Grove Point Financial, LLC (Grove Point).
Atria Wealth Solutions Announces Acquisition of Independent Wealth Management Firm Grove Point Financial
Purchase of Grove Point Financial brings 400 independent financial professionals with approximately $15 billion of assets under administration to fast-growing Atria Wealth Solutions. Grove Point will maintain its existing clearing and custody relationships and there will be no client repapering. , /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management holding company, announced today its definitive agreement to acquire Grove Point Financial, LLC (Grove Point).
Stock Market | bentoncourier.com | 501-315-8228
Kestra Holdings, an industry-leading wealth management platform, today announced the recapitalization of its parent partnership as Oak Hill Capital takes over the minority equity position held by funds managed by Stone Point Capital, a partner of the firm since 2016. Warburg Pincus will remain the majority investor as it has been since 2019.
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