Q&A: The Evolution of Kestra and Its Next Phase of Growth

Published on September 15, 2025

Kestra CEO James Poer eyes adding banking and tax capabilities, as its Private Wealth Services and Bluespring businesses are on track for a record year.

Continue reading on website
Other news

Suze Orman Gets It Wrong on Annuities and Taxes

September 15, 2025
An annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.      Related StoriesHow to Use Longevity Protection and Guarantees to Create Better Retirement Outcomes10 New Things the Big Annuity Gate Crashers Are Telling Investors NowTop 10 Annuity Issuers That Aren't Public Companies: 2024

The 15 States Where a Household Income Over $200K Is Most Unusual

September 15, 2025
Clients in these states who think of themselves as affluent may get a shock when they visit Boston.      Related StoriesLPL Weighs Minority Investments in Hybrid RIAsFINRA Accuses Ex-Broker of Cheating on Securities ExamTrump Wants to Get Rid of Quarterly Earnings Reports