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Kestra Financial Wraps 2023 With Record Recruiting and $9 5 Billion in New Assets

Kestra Financial Wraps 2023 With Record Recruiting and $9 5 Billion in New Assets
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United statesDaniel schwambStephen langloisKestra holdingsKestra financial incBusiness development at kestra financialKestra private wealth servicesKestra investment servicesKestra advisory servicesFinancial wrapsRecord recruitingExecutive vice presidentBusiness developmentKestra private wealthKestra financial

$500 Million, Family-Run Hughes Financial Services, LLC Acquired By Bluespring Wealth Partners, LLC

$500 Million, Family-Run Hughes Financial Services, LLC Acquired By Bluespring Wealth Partners, LLC
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United statesScott hughesJac gogelPatrick hughesStuart silvermanPaul hughesBerkeley meredithKestra financial incVested for bluespring wealth partnersHughes financial servicesBluespring wealth partnersWealth partnersManaging partners paul hughesManaging partners patrick hughesHughes financialBluespring chairman stuart

Buffalo Capital Management Now Open In Enid

Buffalo Capital Management Now Open In Enid
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United statesDeena timmRob bartensteinKestra private wealth servicesKestra financial incPrivate wealth servicesKestra financialBuffalo capital managementWill gungollAdministrative relationship manager deena timmSenior managing directorNative american

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

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
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United statesPalo altoHalf moon bayDavid maigretScott wilsonRob bartensteinRobert solisErika maigretKestra private wealth servicesKestra private wealth services expands california presenceKestra financial incKestra institutional servicesKestra advisory servicesKestra investment servicesThriving assetPrivate wealth services

How rising interest rates cushioned IBDs in a stormy 2022

Rising interest rates provide a lifeline for independent broker-dealers, or IBDs, especially in chaotic markets.

New yorkUnited statesLong islandGrove pointUnited kingdomRaymond jamesLarry rothMatthew audetteJohn rooneyHornor townsend kentInvestmentnews researchLeaders groupCentaurus financial incAtria wealth solutionsCommonwealth financial networkInvestors services