Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Deals & People February 22, 2012
Pensionmark Expands Regional Offices
Pensionmark increased its retirement plan adviser network to 18 regional
offices with the addition of Northgate Retirement Group in Novato, California.
Reported by Corie Russell
Rick Wedge will be managing director of the new office. He joined Pensionmark Retirement Group early this year, creating Pensionmark San Francisco. Wedge, formerly an investment principal at Northgate, was named PLANSPONSOR’s 2010 Retirement Plan Adviser of the Year (see “PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year“).
The partnership will allow Wedge and his team to maintain their independent practice while utilizing Pensionmark’s resources.
You Might Also Like:
Adviser Product Partnerships – 10/11/23
PNC adviser platform to offer Transamerica annuities; 360 Financial partners with Rapacki + Co.; Acorns launches premium tier with GoHenry.
Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
Adviser Product Partnerships
RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...