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Kestra Investment Services: Navigating a Changing Market Landscape

 
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Learn how Kestra Investment Services adapts to market changes and regulations.

austin, texas skyline with a blend of modern and traditional buildings.

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, continues to make strides in the wealth management industry. With constantly changing regulations, a market that seems to be continuously in flux, and inflation driving costs up, how do you know when to invest and where to invest your hard-earned money? Kestra Investment Services has the answers.

Kestra Financial Keeps Pace with Strong Growth in 2023, Winning 26 Financial Professionals and $3 Billion in assets. This demonstrates the trust and confidence that financial professionals and clients have in Kestra Financial's capabilities. The company's commitment to providing top-notch wealth management services has resulted in substantial growth.

Sopher Financial Group's father and sons leadership team value LPL as a 'top of the tech curve' wealth management firm. Kestra Holdings, the parent company of Kestra Financial, has made significant investments in technology to ensure their platform remains at the forefront of the industry. This commitment to staying ahead of the curve has garnered praise from industry leaders.

Kestra Holdings nearly doubled its debt and interest payments on those liabilities after adding a new private equity investor last year. Despite this increase in debt, Kestra Holdings remains financially stable and continues to deliver exceptional services to its clients. The company's strategic decision to bring on a private equity investor has allowed for further growth opportunities.

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced strong growth in 2022. With a focus on innovation and a streamlined portfolio, Kestra Financial has experienced significant growth and success in the past year. This growth is a testament to the company's commitment to providing top-quality services to its clients.

$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial. Kestra Financial's ability to attract top talent is a testament to its reputation and commitment to excellence. The addition of this advisor trio further strengthens the company's ability to deliver exceptional service and innovative solutions to its clients.

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform, offers innovative, streamlined portfolio solutions. With a team of experienced investment professionals, Kestra Investment Management has achieved rapid growth, providing clients with comprehensive and tailored investment strategies.

Innovative, streamlined portfolio solutions and a veteran team of investment professionals fueled rapid growth for the Kestra Holdings. Kestra Holdings' commitment to innovation and the expertise of its investment professionals has positioned the company for rapid growth. Clients can trust that their investments are in capable hands.

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kestra private wealth servicesmarket regulationsinflationinvestmentkestra financialgrowthfinancial professionalsassetstrustconfidencesopher financial grouplpltechnologykestra holdingsprivate equity investordebtinterest paymentsstabilityinnovationstreamlined portfolio solutionstalent acquisitionservice offeringskestra investment managementinvestment professionalsrapid growthcomprehensive strategies
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