Deals & People November 18, 2014
Pensionmark Retirement Group Adds Houston Affiliate
Gary Jurney, president and managing principal of Kainos
Partners, is the newest addition to Pensionmark’s Advisor Support Program (ASP).
Reported by PLANADVISER staff
The partnership provides Kainos Partners with access to Penionmark’s proprietary financial wellness program, investment analytic tools and proposal systems while allowing the firm to maintain an independent business model.
The affiliation with Kainos establishes the second Pensionmark office in Houston, Texas, according to the firms.
“We are grateful to announce our strategic affiliation with Pensionmark, and to integrate their innovative retirement plan tools and services with those we provide in an effort to further ensure our delivery of highly effective services to our clients and their employees,” Jurney said of the affiliation.
More information on the Pensionmark Advisor Support Program is available here.