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.
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A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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