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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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