Tag: Partnerships

Key product lines of Financial Research Corporation (FRC) have been acquired by Asset International, Inc. to form a new division of Strategic Insight. 

The day after launching his own mergers and acquisitions consulting firm, Dave DeVoe hit the road to meet with his first client.  

Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.

Sapient Private Wealth Management, an independent registered investment adviser (RIA), has joined the Focus Financial network.  

Lincoln Financial Distributors (LFD) and Primerica, Inc. have formed a strategic alliance.  

 Dan Dubois and Darin Wassmann have joined the Retirement Benefits Group (RBG).  

Retirement plan consultant Tegrit Group has joined the International Benefits Network (IBN).

The Charles Schwab Corporation has entered into an agreement to acquire Compliance11, Inc., a provider of cloud-based, regulatory compliance software.

TIAA-CREF Life Insurance Company and M Financial Group announced an exclusive agreement to offer TIAA-CREF Life’s life insurance products to M Financial’s Member Firms and their clients. 

Dorann Cafaro has joined Fiduciary Benchmarks as a Senior Vice President, Advisor Sales. 

The Financial Services Institute’s (FSI) Board of Directors voted unanimously to increase membership fees, in order to improve engagement with its members and expand its advocacy efforts.  

Summit Financial, led by founder and managing partner Joseph Bonasera, is joining the Commonwealth Financial Network.

Pensionmark Retirement Group announced the addition of four regional firms to its network of retirement advisers.

With private equity firms such as The Carlyle Group, Warburg Pincus, and Rosemont investing in registered investment adviser (RIA) businesses, Schwab Advisor Services says that the RIA model...

Lori Van Dusen has founded LVW Advisors (LVW), a Rochester, New York-based independent registered investment adviser (RIA), which will join the Focus Financial Partners network. 

Focus Financial Partners announced that Hufford Financial Advisors, an independent advisory firm specializing in financial services for dental professionals, has joined the partnership.

The American Society of Pension Professionals & Actuaries (ASPPA) announced the launch of The National Association of Plan Advisors (NAPA).

George Fraser, head of The Fraser Group at Morgan Stanley Smith Barney, and Fraser Group advisers, Frederic Amberg and Troy Haugen, are joining LPL’s Retirement Benefits Group (RBG). ...

In an internal memo released today, Andy Seig announced the reorganization of the Global Investment Solutions (GIS) and Retirement Services (RS) teams to form Global Wealth & Retirement...

Whether you’re interested in acquiring another practice or valuing your own for sale, the “buy/sell” process can be tackled from several angles.