Bridging the Gap: Succession Misalignment Between G1 and G2 Advisors
Industry Survey Commissioned by Kestra Reveals Only 6% of Financial Advisors Planning to Retire Have a Fully Documented Succession Plan. Gaps in succession planning create a talent flight risk: 1 in 3 potential successors say they would consider leaving without a clear succession timeline.

Investment management that's invested in you
Kestra Investment Management was built to help independent advisors deepen their investment capabilities. Our team of researchers, portfolio managers, and traders bring over 100 years of collective experience to the market insights and investment solutions we provide - all with the goal of helping advisors' and investors' lives better.