Tag: Partnerships

HighTower, a national financial services company serving high-net-worth and institutional clients, has added The Leventhal Group, based in Bethesda, Maryland, to its network.  

The Colony Group, a registered investment advisory firm (RIA) with approximately $1.3 billion in assets under management, will join Focus Financial Partners.  

Pentegra Retirement Services is acquiring National Life Group’s qualified plan administration business.

Wells Fargo & Company has made an agreement to acquire LaCrosse Global Fund Services from Cargill, pending regulatory approval in several jurisdictions.

The Standard has announced the appointment of two new pension consultants. 

More than 12,000 LPL Financial advisers will become members of the Financial Services Institute (FSI), an advocacy group for independent broker/dealers and advisers, as part of a new...

CBIZ, Inc. has signed an agreement to acquire Multiple Benefit Services, Inc. (MBS).

Former Russell Investments Portfolio Managers Chris Tessin and Dennis Jensen have launched Acuitas Investments, LLC, a Seattle-based boutique investment firm offering multi-manager solutions. 

Kansas-based retirement service provider, CPI Qualified Plan Consultants, Inc., is releasing a 401(k) program available exclusively to Edward Jones financial advisers.

HighTower, a national financial services company serving high net worth and institutional clients, has acquired VWG Wealth Management, located in Vienna, Virginia.  

Castle Rock Innovations (CRI) announced its partnership with The Wagner Law Group to support CRI's AXIS Retirement Plan Analytic Platform.

MetWest Ventures LLC announced it has acquired a majority interest in Reed Conner & Birdwell, LLC (RCB).

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.

John Hancock Financial Network (JHFN) will begin offering its advisers practice management tools from the Retirement Plan Advisory Group (RPAG).

Pension Specialists, Inc. (PSI) has acquired Human Capital Services, a division of RSM McGladrey, Inc., and the new entity will be rebranded as Verisight, Inc.

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.

Seventy-five percent of U.S. broker/dealer (B/D) and independent registered investment advisory (RIA) firms are planning to hire in the next 12 months. 

Saguenay Capital and Strathmore Capital announce their merger to form Saguenay Strathmore Capital, a global alternative investment manager.

Looking at all angles of a wealthy client’s finances is undoubtedly important; one group is proposing tackling all aspects of a client's life to achieve the best outcomes.    

Russell Investments appointed Laurie Marchel, director, wirehouse channel distribution, for its U.S. adviser-sold business.