Featured White Papers from Kestra Financial

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Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services have over 20 years of industry experience and are taking flight to elevate the level of personalized service you need.

The key to understanding the economics of investment outsourcing

November 26, 2019

Since the start of the current bull market, many advisors have chosen the route of representative as portfolio manager (Rep as PM) for every client segment of their book. The initial decision is often cost related. But does it make sense to continue to dedicate time and effort to ALL accounts? Or, does it pay to outsource accounts below a certain threshold? The following case study shows analysis performed by the Wealth Consulting Team.

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The five biggest cyber risks for advisors

November 26, 2019

With a hack attack occurring every 39 seconds on average, we at Kestra Financial are always doing whatever we can to protect the privacy of your firm and the privacy of your clients. However, your own due diligence is still a vital part of your overall protection.

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New research on the top 10 needs of HNW clients

November 25, 2019

Here is a ten step solution to explain the work you do and the value you provide to your clients. Read the 10 steps of service you provide.

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For more information on submitting your thought leader White Paper contact: sales@advisorperspectives.com or (781) 376-0050