Tag: Partnerships

The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor...

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

Pavilion Financial Corporation has agreed to acquire Plan Sponsor Advisors, with the transaction expected to close on or around June 20.

CBIZ Inc. said it has acquired the actuarial and retirement planning services of Tegrit Group.

Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.

Ingham Retirement Group added LPL Financial LLC’s employee advice and education solutions to its retirement planning platform.

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.

Qualified Plans, LLC (QP) has acquired Benefits Administration Services, LLC (BAS), in Birmingham, Alabama.

Morgan Stanley will be offering retirement products from the Guardian Insurance & Annuity Company, Inc. on its wirehouse retirement platform.

The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

Larry Roth will take over the senior management team of Cetera Financial Group, replacing Valerie Brown, longstanding head of Cetera and its predecessor broker/dealer firms.

Meredith Corp. is probably best known for its expansive media and entertainment enterprises, but one human resources (HR) staffer says it’s the company’s retirement plan that is truly...

The Internal Revenue Service (IRS) will hold a free phone forum this month about related employers.

A new program from the Money Management Institute (MMI) and Wheelhouse Analytics provides broad-based training on managed account solutions to the employees of financial services firms.

New research from financial analytics firm Cerulli Associates finds that 53% of financial advisers’ clients are between 50 and 70 years old.

Cambridge Investment Research, Inc. established a new partnership with the 401k Study Group to bring expanded education and networking resources to its advisory and broker/dealer staff.

Robert Sajdak joined the Reliance Trust Company of Delaware (RTC Delaware) as national sales manager.

TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has acquired Security Financial Resources, Inc.’s 403(b) Plan Solutions Program.

VALIC, a retirement plan services provider, has integrated LPL Financial’s Worksite Financial Solutions platform into its suite of offerings.