Tag: Partnerships

A partnership between Boston Wealth Management (BWM) and Marathon Retirement & Pension Consulting (Marathon RPC) brings joint assets to more than $500 million.

Wellspring Advisor Group is the newest addition to the LPL Financial broker/dealer platform.

With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.

Gate City Advisors, based in Greensboro, North Carolina, is the newest firm to join the NFP Advisor Services platform.

A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.

Independent retirement plan provider Northwest Plan Services expands its business and services with the acquisition of CDM Retirement Consultants.

HighMark Capital Management has selected Clearwater Analytics to provide investment accounting, reporting and data management.

Shane Hall Financial has partnered with PlanMember Securities Corporation as a PlanMember Financial Center.

Conor Weir and Sophois Sokhom have joined Retirement Benefits Group to provide retirement consulting services to clients in Long Beach, California.

The move by Alliant Insurance Services to acquire American Benefits Consulting marks the specialty insurance firm’s third employee benefits purchase in the last 12 months.

DST Systems, a provider of strategically unified data management, business processing, and customer communication tools, says it has acquired Kasina LLC, a strategic advisory firm to the asset...

The Pension Resource Institute announced plans to collaborate with and support retirement plan-focused advisers within its newest member organization, Snowden Lane Partners.

Nasdaq announced that it will acquire smart beta and passive investing specialist Dorsey, Wright & Associates LLC.

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.

An agreement signed with Pensionmark seals a partnership between the national firm and a St. Paul, Minnesota-based independent advisory practice, SevenHills Benefit Partners.

David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.

Retirement and college savings plan provider Ascensus announced a new distribution partnership with 1st Global.