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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
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