NFP Acquires Divergent Wealth Advisors
The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
Investment Product and Service Launches
Hartford announces 1st private-equity-focused fund; Intention.ly launches Advisor Brand Builder; Lincoln Financial introduces LincSmart.
Money Over Marriage: Younger Generations’ Priorities Present Adviser Opportunity
Younger savers may be responding to financial hardship ranging from the pandemic to inflation, according to research from MassMutual.
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Carlyle Makes Growth Investment in CAPTRUST
Equity from Carlyle will be used to advance CAPTRUST’s M&A strategy in both wealth management and retirement, says CAPTRUST president.
Recruiting a New Generation of Advisers
Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...
Advisory M&A
Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.
Suggestions for Best Plan Participant Service
Experts say direct, personalized education is key for engaging and helping participants.
Addressing Total Benefits Requires Multiple Perspectives
As plan advisers become more involved in the total benefits experience, they should seek out an employee benefits broker, said...
Retirement Industry People Moves
Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product;...
Investment Product and Service Launches
Envestnet enhances platform; NFP launches HR+; Betterment introduces Bitcoin/Ethereum portfolio.
Affiliation Benefits Abound, but Independence Still Has Merits, Say Advisers Who Have Done Both
Many plan advisers have moved to affiliate models for reasons ranging from client service to career pathing, said advisers at...
Blended TDF Uptake Remains Low, but ‘There’s Clearly Something Shifting’
Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price...
10 Questions for Advisers To Ask When Brand Building
Rebecca Hourihan, founder of 401(k) Marketing, shares how to attract clients through personal branding.
Retirement Industry People Moves
Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...
Investment Product and Service Launches – 9/7/23
Human Interest launches Fast Track 401(k); AllianzIM introduces September buffered ETFs; Madison Investments unveils latest actively managed ETF Suite; and...
Most Teens Interested in Investing, Few Have Started, Fidelity Reports
Fidelity’s 2023 Teens and Money Study drops alongside the launch of a new money management and investing app for teens, Fidelity...
Future Capital Inks Deal With Puerto Rico’s Banco Popular
Advisers and plan sponsors working with Banco Popular will have access to Future Capital’s 401(k) managed accounts and personalized savings...
Advisory M&A
Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Transamerica Renews Small Business Retirement Plan Campaign
Starting September 1, the provider will launch a campaign called 401(k)ares that will include an incentive to transfer from a...