sales champ
Rick Wedge
Northgate Benefits, an NRP member firm (Novato, California)
Reported by PLANADVISER Staff
To access this premium content, please sign up for a free account!
You Might Also Like:
Edelman Financial Engines Acquires New England Pension Plan Systems
The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
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...