Tag: Partnerships

Baring Asset Management added two new hires to its executive sales and client service staff.

Jon Chambers and Tina Chambers joined SageView in the roles of managing director and senior retirement plan consultant, respectively.

LPL Financial appointed long-time executive William Morrissey as managing director of independent adviser services.

Financial services provider TIAA-CREF announced an agreement to acquire Nuveen Investments, a diversified investment management company.

Morrie Symson and David Mizrahi joined independent hybrid registered investment adviser (RIA) firm Washington Wealth Management (WWM).

Aon Hewitt is partnering with financial software provider HelloWallet to bring more robust financial wellness services to its U.S. clients.

Pensionmark Retirement Group added a new affiliate office location in Westlake, California, under the firm’s Advisor Support Program.

Carmela Elco joined the Chicago-based institutional retirement and investment consulting firm Blue Prairie Group as an affiliated retirement consultant and office leader.

A suite of succession planning resources from NFP Advisor Services aims to help advisers capitalize on buying or selling a practice. 

How much do you really know about successful networking at events?

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

America’s Best 401k, a retirement services provider specializing in the small and mid-sized market segments, engaged investment advice provider Jemstep to bring online advice solutions to plan clients.

Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.

National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.

Retirement plan services provider Pensionmark Retirement Group added a new partner and branch office to cover Bakersfield, California, and the San Joaquin Valley.