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.
Tag: Partnerships
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;...
Advisory M&A
July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; 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...
Advisory M&A
Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...
Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives...
FeeX and Coastal Partner on Held-Away Account Solution
The firms say held-away accounts often represent a large opportunity for individuals to grow their net worth, but they have historically been challenging for advisers to support.
Managing Relationships | Strategic Partnerships
Building Strategic Partnerships
What advisers should look for in a potential referral source.
Graystone Consulting to Offer RiskFirst Investment Solution
The partnership is said to improve the integration of pension actuarial and liability analytics into Graystone Consulting’s investment advice.
Alliance Partners with iJoin for 401(k) and 403(b) Offering
Advisers can view information across all plans, compare plan performance against industry benchmarks and review individual plan or participant-level data.
TRA Partners with RLC on Adviser Support Suite
The alliance will allow advisers to have an ‘end-to-end’ process for retirement advice and design solutions.
DCIIA and SPARK Share High Hopes for 2020 Collaboration
The SPARK Institute and DCIIA will work together to accelerate the development of retirement plan industry technology, prevent cyberfraud and study the potential role of blockchain.
Advisers Giving Back: Innovest’s Culture of Compassion
Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver...
A Once in a Lifetime Opportunity—With a Deadline
Finding the right partner can be critical, both to winning new business and keeping clients happy.
Alliance Benefit Group Will Distribute iJoin Suite
The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.
Private Capital Group to Provide Envestnet Technology Platform
The firm will be presenting the tool to its own network of advisers.
In Focus at DOL: Missing and Terminated Participants
Over the last few years, all three federal agencies that regulate retirement plans have been focusing on missing participants; advisers have a key role to play when it...
Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act
Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they...