Tag: Millennium Trust

Inspira Financial, formerly Millennium Trust, will be doing outreach to plan advisers with a more streamlined structure, executives say.

Wealth Enhancement Group acquires Asset Management Resources; Millennium Trust acquires Maestro Health’s consumer directed benefits business; Kestra Private Wealth Services...

Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.

Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...

The new functionality is intended to reduce retirement savings leakage and expand access to savings options.