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Eric Henderson Retiring as Head of Nationwide’s Annuity Business
He plans to depart at the end of 2024 after nearly 40 years with the firm.
Betterment to Acquire Robo-Investing Accounts from Goldman Sachs
Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus savings accounts.
DOL Issues Final Retirement Security Rule
The much-anticipated fiduciary rule brings retirement plan advisement, one-time rollovers and annuity recommendations under ERISA.
Investor Confidence Remains High as Election, Inflation Bring Unease
Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy
Shawn Plummer, a benefits expert who has trained financial advisers, breaks down the key elements of guiding participants toward tax-advantaged savings.
Fidelity Launches Hub to Assist Advisers’ Organic Growth Strategies
The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.
2024 RPAY – Domenic DiPiero, Newport Capital Group
Business at a Glance as of 12/31/23 Location: Red Bank, New Jersey How many plan assets do you have under advisement? $16.2B What is your median plan size...
2024 RPAY – Janine J. Moore, HUB Retirement and Wealth Management
Business at a Glance as of 12/31/23 Location: Houston, Texas How many plan assets do you have under advisement? $1.2B What is your median plan size (in assets)?...
Advisory M&A News – 4/22/24
Shore to Shore Private Wealth joins Janney; Ritholtz Wealth Management opens Los Angeles office; Citizens adds San Francisco wealth team with $5B client assets.
2024 RPAY – Emmett G. Dupas III, Bienville Capital Group – Northwestern Mutual
Business at a Glance as of 12/31/23 Location: Metairie, Louisiana How many plan assets do you have under advisement? $408M What is your median plan size (in assets)?...
2024 RPAY – Matthew Compton, Brio Benefit Consulting, Inc., an Alera Group company
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $707M What is your median plan size...
2024 RPAY – Emily Wrightson, CAPTRUST
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $49.7B What is your median plan size...
2024 RPAY – Tom Simonson, Creative Planning Retirement Services
Business at a Glance as of 12/31/23 Location: Charlotte, North Carolina How many plan assets do you have under advisement? Undisclosed What is your median plan size (in...
2024 RPAY – Leah Sylvester, Shepherd Financial
Business at a Glance as of 12/31/23 Location: Carmel, Indiana How many plan assets do you have under advisement? $3.7B What is your median plan size (in assets)?...
2024 RPAY – Russell Warye, HUB Retirement & Private Wealth
Business at a Glance as of 12/31/23 Location: Libertyville, Illinois How many plan assets do you have under advisement? $350M What is your median plan size (in assets)?...
2024 RPAY – Phillip Senderowitz, Strategic Retirement Partners
Business at a Glance as of 12/31/23 Location: Maitland, Florida How many plan assets do you have under advisement? $505M What is your median plan size (in assets)?...
2024 RPAY – Jim Detterick, Morgan Stanley Graystone Consulting
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $27.8B What is your median plan size...
2024 RPAY – Christopher DeAndrea, Webber Advisors
Business at a Glance as of 12/31/23 Location: Duncansville, Pennsylvania How many plan assets do you have under advisement? $261M What is your median plan size (in assets)?...
2024 RPAY – Ben Duckett, Morgan Stanley
Business at a Glance as of 12/31/23 Location: Beverly Hills, California How many plan assets do you have under advisement? $663M What is your median plan size (in...
Wealth Management Sector and M&A Robust in 2024
Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market to grow 7% annually to 2027.