Search results for: SCO

Investment Product and Service Launches

Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and more.

Adviser Product Partnerships

RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand Latin America partnership.

2023 PLANADVISER Adviser Choice Awards

PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards on May 10, 2023, in New York City.

Adviser Product Partnerships

Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team upon alternative investment offering.

Advisory M&A

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.