Kestra Financial, an Austin, Texas-based broker-dealer and registered investment adviser, has entered into an agreement allowing its advisers to use Envestnet retirement plan tools on the Kestra platform.
The tools, which are “designed to elevate retirement plan solutions,” are available at no additional cost to Kestra’s affiliated financial professionals, the firm said in a release.
Among the features available are a plan management dashboard providing an aggregate look at key metrics; analytics, research and report-generating capabilities; and RFP and vendor search tools.
Surveys show continued misconceptions and pessimism about the program, as well as bipartisan support for reforms to sustain it into the future.
With doors being opened through new legislation and executive orders, guiding clients with their best interests in mind has never been more critical.
Meanwhile, Stephens lures a JPMorgan advisor in Louisiana, while Wells Fargo adds two wirehouse veterans from RBC.
Large institutions are airing concerns that everyday investors will cut into their fee-bargaining power and stakeholder status, among other worries.
Fights over compensation are a common area of hostility between wealth management firms and their employees, including financial advisors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
