LPL Financial Adds Advantage Financial to Platform
The independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc., announced its affiliation with Advantage Financial Group (AFG).
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Guiding Plan Sponsors
How recordkeepers and advisers can work together to form a “dream team”
‘Retirement Plan Adviser Team of the Year’ Forms New Company
The Indianapolis retirement plan and institutional investment advisers, formerly known as The Prince Group, have established Praxis Fiduciary Advisors LLC.
Financial Behaviorist Joins Achaean as Academic Adviser
Achaean Financial said that Shlomo Benartzi, an authority on behavioral finance, has agreed to serve as the firm’s first academic adviser.
Financial Planning Association to Offer FiPath Tools
The Financial Planning Association (FPA) announced it would offer FiPath for Advisors tools to its members through a strategic collaboration with FiPath.
Broadridge Launches Communication Solution
Broadridge Financial Solutions Inc. collaborated with BlueRush Digital Media to create an online communication solution for financial advisers.
ExpertPlan Takes on Recordkeeping Business
ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.
Russell Investments and Lincoln Financial Form Strategic Relationship
Russell Investments announced a strategic relationship with Lincoln Financial Network.
Fidelity’s Services Integrate with IndeSuite
Fidelity Investments’ clearing and custodial services—offered through its subsidiary, National Financial Services, LLC—will be fully integrated into NFP Advisor Services Group's IndeSuite platform.
M&I Launches Planning Tool for 401(k) Participants
M&I Institutional Trust Services (M&I) introduced RightTrack, a suite of education and advice tools for 401(k) plan participants.
Gallagher Benefit Services Rebrands Advisory Practice
Gallagher Benefit Services Inc. rebranded its institutional investment advisory practice as Gallagher Fiduciary Advisors, LLC (GFA).
Pensionmark Expands Adviser Network
Mary Francisco joined Pensionmark Retirement Group in its Santa Barbara, California corporate office.
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.
Firms Combine Alternative Assets Capabilities
PENSCO Trust and Lincoln Trust, both independent custodians of alternative assets, will combine capabilities.
Retirement Plan Advisory Group Forms Alliance with National Planning Holdings
Retirement Plan Advisory Group (RPAG) formed an alliance with National Planning Holdings Inc. (NPH) to provide access to its network of registered representatives looking to grow their retirement...
Mutual of Omaha and Securities America Form Strategic Alliance
Through a partnership, Mutual of Omaha’s retirement plans will be available to Securities America’s financial professionals nationwide.
The Principal, Edward Jones Enter Sales Alliance
The Principal Financial Group has entered a retirement plan sales alliance relationship with Edward Jones.
Pensionmark Gains Dallas-Based Advisory Firm
Rycon Financial Group of Dallas, Texas, has joined Pensionmark Retirement Group’s retirement plan advisory network.
CAPTRUST Acquires Houston Advisory Firm
CAPTRUST is expanding into Texas with the acquisition of Cobb Retirement Solutions.