Fiducient Promotes Goss to President
He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.
Tag: NFP
Advisory M&A News – 4/29/24
Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by...
Advisory M&A News – 4/1/24
NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth...
Judge Rules for Molina, flexPATH in ERISA Case
The District Court judge cited broad indexes as the appropriate benchmarks for plan TDFs in a ruling expected to be...
FlexPATH, Wood Group Beat TDF-Selection-Based Lawsuit
A 401(k) complaint alleging fiduciary imprudence was rebutted in a 70-page review of the committee’s selection and review process.
Aon Notes ‘Terrific Opportunities’ for M&A
Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.
Retirement Industry People Moves 1/12/24
NFP names Greene president of benefits unit; Standard Hires Schaefer for West Coast regional VP for retirement plans; CFP Board...
Aon to Acquire NFP for $13.4B
NFP will continue to operate independently, with a “connected platform” to Aon.
Investment Product & Service Launches – 9/28/23
Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...
NFP Acquires Divergent Wealth Advisors
The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
Retirement Industry People Moves
The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as...
Adviser Product Partnerships
Asure taps Vestwell to offer clients 401(k) benefit; NFP hires Ascend for insurance billing platform; NAIC and U.S. Bancorp partner...
Fiducient Advisors Names Sabrina Bailey CEO
Fiducient brings on retirement and asset management veteran from the London Stock Exchange.
Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020
During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
NFP Acquires ACG, Expanding Retirement, Wealth Capabilities
NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager.
Retirement Industry People Moves
NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP.
NFP, Nationwide Name New Retirement Leaders
NFP appoints Joel Shapiro as president of retirement division; Nationwide taps Cheryl Thompson for head of retirement solutions operations.
Accelerate Retirement Spins Off From Aggregator NFP
As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.
NQDCs Have Never Been More Popular. Is There Room for Them to Grow?
Trying to attract and keep talent, firms offering nonqualified compensation plans may need more innovation than expansion.
For NQDCs to Meet Growth Potential, Experts Turn to Customization
Less than half of recordkeepers currently offer “top hat service” for highly compensated employees.