Kestra Holdings’ Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards

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 barometer of organizations and companies helping financial advisors build better businesses and create better outcomes for their clients. This year’s awarded Kestra Holdings businesses and initiatives include:

• Kestra Financial won in the “Transition Support” subcategory in the “Broker-Dealers – 1,000 Advisors or More” category, for its Onboarding Reimagined initiative and its ability to reduce onboarding time for professionals, their staff, and clients by 75%.
• Bluespring Wealth Partners won the “RIA Support Platform of the Year” subcategory in the “Advisor Support Platforms – Registered Investment Advisors (RIAs)” category, for Bluespring’s Blueprint for Growth program, recognized for providing robust support around client acquisition and effective lead generation efforts to help participants increase revenue and drive B2C growth.

“We’re honored to be recognized by WealthManagement.com as one of the top organizations across our peer group that’s empowering advisor success,” said James Poer, CEO of Kestra Holdings. “We intentionally designed each of these initiatives with wealth management professionals at the center as a way to ensure we’re equipping those we serve with the resources, tools, and support they need to achieve scale and success for their businesses.”

Kestra Financial and Bluespring Wealth Partners were selected as winners by a panel of qualified judges, out of a pool of more than 400 finalists across all award categories.

Awards and recognitions by unaffiliated rating services, companies or publications should not be construed by a client or prospective client as a guarantee that a certain level of results will be achieved if a subsidiary of Kestra Holdings is providing financial services; nor should they be construed as a current or past endorsement of any Kestra subsidiary or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized recipient. No compensation was provided directly or indirectly to WealthManagement.com to be considered for these awards.

About Kestra Holdings

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.

Kestra Holdings companies collectively oversee $128 billion in assets under administration (AUA) and support more than 2,200 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.

Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Kestra Institutional Services, LLC, all federally registered investment advisers.

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