Tag: Partnerships

Retirement specialist advisory firm 401(k) Advisors formally adopted the NFP Retirement brand following an extensive service integration process.

Callan Associates will use RiskFirst’s risk analytics platform, PFaroe, to help institutional investors conduct asset allocation and asset/liability studies.

Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.

Gary Jurney, president and managing principal of Kainos Partners, is the newest addition to Pensionmark’s Advisor Support Program (ASP).

One Fidelity Investments sales executive says it was the firm’s technology capabilities that allowed it to win the right to oversee American Airlines’ substantial retirement plans.

Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.

The Newport Group, Inc. and Verisight, Inc. are joining forces to increase the size, scale and reach of their respective businesses.

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

Ranging over a number of factors that impact branding and differentiation, panelists at the 2014 PANC in Orlando, Florida, discussed what builds a retirement plan adviser's brand.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

CAPTRUST Financial Advisors has entered into a definitive agreement to merge with Defined Contribution Advisors Inc., known as DCAdvisors.

Great-West Financial has completed its acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business.

PSA Insurance & Financial Services Inc. has established a strategic partnership with The PFE Group that unites the companies' fiduciary consulting practices.

Retirement readiness can be strengthened by financial wellness programs, say Compass Financial Partners and Financial Finesse, which recently agreed to partner.

Investment advisory and retirement plan consulting firm Compass Financial Partners LLC has teamed with Financial Finesse to bring enhanced financial wellness training capabilities to clients.

National Financial Partners Corp. (NFP) acquired the Cincinnati-based Benefit Resources Inc., an insurance consulting and brokerage firm. The deal closed on July 31. 

The newly founded Financial Advocacy Network (FAN) has joined the LPL Financial broker/dealer and registered investment adviser (RIA) custodial platform.

LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings.

Retirement Revolution, a provider of retirement planning and investment platforms, has added AdviceIQ’s digital branding and database services to its suite of financial adviser tools.

Christopher Giles has joined recently formed Global Retirement Partners as chief operating officer.