What Does 2018 Hold for Financial Services?
Now that 2017 is officially in the books, the financial services industry can turn its attention to 2018 and all that’s in store for us this year.
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James Poer
As president and chief executive officer, James is dedicated to helping independent financial advisors fulfill client goals through a unique integration of technology and service. Under his leadership, Kestra Financial has experienced unparalleled growth, and he continues to position the business as a leader in the independent financial services space.
