Tag: Partnerships

Two-thirds of advisers lack succession plans, Fidelity Institutional Wealth Services found.

A planned expansion of approximately 200 advisers will give TIAA-CREF a total of more than 650 advisers in its individual advisory services group by the end of 2014.

Developing sophisticated segmentation and sales strategies is critical to growing business with registered investment advisers (RIAs), according to new research by kasina.

ERISA Fiduciary Advisors (EFA) affiliated with Retirement Plan Advisory Group (RPAG), the largest independent practice management firm in the country.

Panelists discuss the best way to leverage partnerships to bring more profitability to your practice.

Melissa Hooker joins Wells Fargo Institutional Retirement and Trust as head of its Relationship Management team.

A new application for banks, Tandem, allows users to securely establish and manage their social/financial relationships.

Noel J. Trias will join Pensionmark as managing director of the new office.  

Telemus Capital Partners LLC, the largest independent registered investment adviser in Michigan, joined Focus Financial Partners LLC, a partnership of independent wealth management firms.  

Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).

The acquisition of Citigroup Trust-Delaware N.A. by Reliance Financial Corporation was completed, and the new company is Reliance Trust Company of Delaware.

What are the best ways to go about attracting advisers to a firm when it is looking to expand?

A registered independent adviser (RIA), Independent Financial Advisors of Riverside, California, is Beacon Pointe’s latest deal.

Executives need options like nonqualified deferred compensation plans (NQDCPs) to help them achieve their savings goals.

Mesirow Financial Investment Strategies’ Fiduciary Partnership Services are now available through Vanguard Retirement Plan Access.

The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.

Altigro Pension Services Inc., a retirement consulting and administration firm, announced its merger with IPA Northeast LLC.

Jackson National Life Insurance Company has unveiled a thought-leadership site and social media group to provide educational resources for advisers and investors.

Brian Flanagan was named regional director for the Midwest at the Newport Group.

Financial Service Standards LLC (FSS), an organization that specializes in training retirement plan advisers and developing practice management resources, has been acquired by fi360.