‘The Year It Comes Together’: Hub’s DeNoyior Talks 2024
In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching...
Tag: aggregators
RIAs Already Spread Thin, Even as Clients Want More Services, Fidelity Finds
The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...
Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
MMA’s retirement and wealth head is continuing to build a dual-pronged team that can work across retirement plan advisement and...
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
SageView CEO Long to Step Aside as Firm Pushes Further into Wealth Management
Founder Long to take chairman role as John Longley, former SVB private wealth head, becomes CEO.
Hub Grows in Michigan with Purchase of 7-Firm Collective
The company also acquires an insurance lead-generation platform as it grows across insurance, benefits, retirement and wealth management.
MODERN INVESTMENT MENU / BACK OFFICE
A Collective Effort
Central office investment leaders talk through their process.
15th Anniversary of RPAY: 401k Advisors Intermountain
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.