Kestra Financial

KestraFinancial.com

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.

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DEALMAKER, DEALSQUARE, AND NEO LAUNCH NEW PARTNERSHIP PROVIDING PRIVATE PLACEMENT SOLUTION FOR CAPITAL MARKET PARTICIPANTS

Business Wire | September 02, 2020

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DealMaker, DealSquare, and NEO today announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors - a solution that is both fully digital and global in reach. DealMaker is a cloud-based platform for executing private placements, fund formation, and KYC. DealSquare, powered by NEO technology, is an online private placement marketplace for dealers, investment advisors, and capital raisers. This joint service offering ...

Read More

FINANCIAL MANAGEMENT

QUAVO, INC. ANNOUNCES $6 MILLION SERIES A FUNDING ROUND LED BY FINTOP CAPITAL

Quavo, Inc | December 02, 2021

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Today, FinTech provider Quavo Fraud & Disputes announced the company completed a Series A financing round led by FINTOP Capital. The Series A completion is a testament to Quavo's recent and potential growth as the world's only provider of fully automated, cloud-based fraud and dispute management SaaS offerings for issuers. Quavo's chargeback management offering for issuing FinTechs and financial institutions is unique in requiring zero upfront implementation costs ...

Read More

PAYMENTS

AIRBASE ANNOUNCES INTEGRATION WITH QUICKBOOKS DESKTOP

Airbase | August 11, 2021

news image

Airbase, the leading spend management platform for companies from founding to IPO, today announces a native integration with Intuit QuickBooks Desktop. The combination delivers a seamless, automated connection between company spend and the general ledger. This announcement adds to the expanding list of popular GL integrations available with Airbase, including QuickBooks Online and Xero, plus NetSuite and Sage Intacct ERPs. Airbase’s integrations are native, rather than &ldqu...

Read More

JPMORGAN SEES A $1.2 TRILLION REASON TO NIX A U.S. YIELD REBOUND

JPMorgan | March 02, 2020

news image

Banks likely hold the equivalent of $1.2 trillion worth of short positions in 10-year Treasuries, suggesting any rebound in yields could be capped if they cover their bets, according to JPMorgan Chase & Co. Expectations in 2018 for interest-rate rises from the Federal Reserve led banks to position themselves short duration, wrote strategists including Matthew Jozoff in a note Feb. 28. The recent “vicious” rate rally has exacerbated this already painful positioning and the financi...

Read More
news image

DEALMAKER, DEALSQUARE, AND NEO LAUNCH NEW PARTNERSHIP PROVIDING PRIVATE PLACEMENT SOLUTION FOR CAPITAL MARKET PARTICIPANTS

Business Wire | September 02, 2020

DealMaker, DealSquare, and NEO today announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors - a solution that is both fully digital and global in reach. DealMaker is a cloud-based platform for executing private placements, fund formation, and KYC. DealSquare, powered by NEO technology, is an online private placement marketplace for dealers, investment advisors, and capital raisers. This joint service offering ...

Read More
news image

FINANCIAL MANAGEMENT

QUAVO, INC. ANNOUNCES $6 MILLION SERIES A FUNDING ROUND LED BY FINTOP CAPITAL

Quavo, Inc | December 02, 2021

Today, FinTech provider Quavo Fraud & Disputes announced the company completed a Series A financing round led by FINTOP Capital. The Series A completion is a testament to Quavo's recent and potential growth as the world's only provider of fully automated, cloud-based fraud and dispute management SaaS offerings for issuers. Quavo's chargeback management offering for issuing FinTechs and financial institutions is unique in requiring zero upfront implementation costs ...

Read More
news image

PAYMENTS

AIRBASE ANNOUNCES INTEGRATION WITH QUICKBOOKS DESKTOP

Airbase | August 11, 2021

Airbase, the leading spend management platform for companies from founding to IPO, today announces a native integration with Intuit QuickBooks Desktop. The combination delivers a seamless, automated connection between company spend and the general ledger. This announcement adds to the expanding list of popular GL integrations available with Airbase, including QuickBooks Online and Xero, plus NetSuite and Sage Intacct ERPs. Airbase’s integrations are native, rather than &ldqu...

Read More
news image

JPMORGAN SEES A $1.2 TRILLION REASON TO NIX A U.S. YIELD REBOUND

JPMorgan | March 02, 2020

Banks likely hold the equivalent of $1.2 trillion worth of short positions in 10-year Treasuries, suggesting any rebound in yields could be capped if they cover their bets, according to JPMorgan Chase & Co. Expectations in 2018 for interest-rate rises from the Federal Reserve led banks to position themselves short duration, wrote strategists including Matthew Jozoff in a note Feb. 28. The recent “vicious” rate rally has exacerbated this already painful positioning and the financi...

Read More

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C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us