Campus Private Wealth Joins Kestra Private Wealth Platform

Published on January 7, 2025

Campus’ founders, Bill Milby and Jason Lindner, wanted to transition to an independent model.

Continue reading on website
Other news

Carson Group Fully Acquires $1B Iowa Firm

January 7, 2025
The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ensuring our legacy.”

The Magic Phrase to Never Lose The Sale

January 7, 2025
In the rush to secure a new client, many advisors instinctively push for momentum during the sales conversation, often feeling the pressure to keep things moving forward.