AUSTIN, Texas--(BUSINESS WIRE)--Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform, has announced new investment services for advisors. This move comes as part of Kestra's effort to expand its offerings and provide more comprehensive support to its clients.
Kestra Holdings nearly doubled its debt and interest payments on those liabilities after adding a new private equity investor last year, but the company remains committed to investing in its platform and services. The recent announcement of new investment services is evidence of that commitment.
This is the next step in Kestra's effort to beef up its investment services for the advisors across its business lines. The new services will include a range of investment products, including mutual funds, exchange-traded funds, and separately managed accounts.
The investment products will be available to advisors through Kestra's platform, which offers a suite of tools and resources to help advisors manage their business and serve their clients. Kestra's platform includes portfolio management tools, client relationship management software, and research and analysis tools.
AUSTIN, Texas, March 23, 2023--Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services. The alliance between Affidaré and Kestra will give Affidaré access to Kestra's platform and investment services, as well as its extensive network of advisors and resources.
Kestra Financial, an industry-leading wealth management platform, recently announced strong growth in 2022. The company added more than 100 new advisors to its platform in the past year, bringing its total to more than 2,000 advisors across the country.
AUSTIN, Texas– Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, is expanding its offerings for advisors. The company is adding new investment products and services to its platform, including mutual funds, separately managed accounts, and exchange-traded funds.
Kestra Financial, the flagship financial services division of Kestra Holdings, announced today that The Society for Lifetime Planning will be joining its platform. The Society for Lifetime Planning is a New York-based wealth management firm with more than $1.5 billion in assets under management.
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services, LLC ('Kestra PWS'), a registered investment adviser subsidiary of Kestra, is expanding its offerings for advisors. The company is adding new investment products and services to its platform, including mutual funds, separately managed accounts, and exchange-traded funds.
Nelson Lutz joins Freedom Fiduciary Advisors, attracted to high-touch client service and full-service support model. Lutz will be able to take advantage of Kestra's platform and investment services, as well as its extensive network of advisors and resources.