Deals and People

Retirement Industry People Moves

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.

By Javier Simon editors@strategic-i.com | April 21, 2017
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Retirement Partner Advisors Joins Resources Investment Advisors

A collaboration between Resources Investment Advisors and Retirement Partner Advisors expands Resources Investment Advisors' geographical reach with more than 85 registered investment adviser representatives in North America.

Resources Investment Advisors is an SEC-registered investment advisory firm, which has more than $6 billion in retirement plan assets and approximately $964 million in assets under management.

"I joined Resources Investment Advisors to bring to Puerto Rico an unmatched level of service, compliance support and investment depth, that was not being offered in our island,” says Javier Cordero, partner at Retirement Partner Advisors.“After careful due diligence, I selected Resources Investment Advisors to offer my clients an unparalleled investment and compliance team who would continue to help me serve at the highest fiduciary standard.”

Retirement Resources Advisors President Vince Morris adds, “We feel that this is a great time in the marketplace for RPA to launch their firm. We are excited that they chose RIA as a strategic partner. Their corporate culture is right in line with ours. RPA will combine our financial wellness program, investment due diligence, and managed asset program with their strong client focused retirement plan offering.”

NEXT: Mason Expands Institutional Investment Consulting Practice