On #KestraPWSOutLoud, our CEO Rob Bartenstein and Maven Bridge Capital founder Kristoffer Fu, discussed how to build your brand as a financial professional, navigate the challenges, and find the right marketing solutions for your business.
🎙 Tune in: https://t.co/wBmRErDDVr
Today (8/4) our CIO @MoneyWithMurphy is #live on @BloombergTV to discuss what's new in equity markets this week.
Tune in at 1 p.m. CT here: https://t.co/8U98BoUpf6
Looking for a book to read before summer ends?
Our CIO @MoneyWithMurphy recommended her personal and professional favorites below.
Let us know what you've been reading! 📚
Please give a warm welcome to our newest firm on the platform, Kaizen Wealth Planning!
Founder David Bayarena plans to leverage our full service support so he can focus on managing portfolios and growing his book of business while we handle the rest. https://t.co/WGzeeh2bPy
According to our CIO @MoneyWithMurphy rate hikes from the Federal Reserve are impactful, but there are other economic factors to keep in mind.
Kara explained what she thinks matters more than interest rates in today's economy in @Newsweek. https://t.co/3xHi70IBhW
Our CIO @MoneyWithMurphy believes 2023 is all about the revenge of growth stocks.
Find out why in her #live@BloombergRadio segment starting at the 9:45 minute mark: https://t.co/lqfeE7avwz
Tune in to hear how Managing Director of Affidaré Private Wealth Management John Perillo's transition to Kestra PWS has allowed him to spend time cultivating and retaining relationships with clients.
Our CIO @MoneyWithMurphy joined @SquawkCNBC#live from the Nasdaq this morning with @andrewrsorkin and @BeckyQuick to dive into what's moving markets, earnings season, and where she sees opportunity to invest. https://t.co/r6Buh5y9CX
From your wirehouse exit to the launch of your own business, our team is ready to fully support your transition.
What's the biggest reason you want to, or have already left the wirehouse? Take our poll: https://t.co/sStTiRLttd
Are additional Fed rate hikes on the horizon?
Our CIO @MoneyWithMurphy shared why she thinks so in @carbonaro_giu's @Newsweek article: https://t.co/iH9OHrNvMh
CIO @MoneyWithMurphy talked global equity markets and small-cap investing opportunities with @adsteel and @GuyJohnsonTV on @BloombergTV. Watch the segment at the 11-minute mark: https://t.co/ADkeYDon3f
At Kestra PWS, we're celebrating #FourthOfJuly with gratitude for our team members and financial professionals. We hope you enjoy this celebration of freedom! #IndependenceDay
We'd like to congratulate the seven Kestra PWS associated financial professionals recognized in this year's @advisorhubinc#AdvisorstoWatch Ranking!
See the full list: https://t.co/hRYRIIaqp7
Did you catch the latest episode of #KestraPWSOutLoud? Don't miss CEO Rob Bartenstein and Maven Bridge Capital founder Kristoffer Fu as they discuss marketing techniques and brand-building strategies for financial professionals: https://t.co/kva0Rv3Gnc
What better way to celebrate a fantastic 2022 than a Circle of Excellence trip in the sunny Cayman Islands? Our associated financial professionals spent the weekend networking, learning and recharging. Thank you, to our incredible firms, for your professionalism and dedication.
Destination Wealth Advisors sought an enhanced client offering and thoughtful growth, leading them to become the newest firm on our platform!
Please join us in welcoming Ben McDonald, Bryant Trombly, Austin Palmer, and Dee Buckminster. 👏 https://t.co/BtGkR5AIse
CEO Rob Bartenstein and COO Scott Wilson are joined by Canton Wealth Partners' Matt West in this episode of #KestraPWSOutLoud. The trio discussed Matt's choice to leave the wirehouse, how his firm has adjusted, and the benefits they've reaped. https://t.co/VOs8jSay47