Tag: Partnerships

SunTrust Banks, Inc. has acquired the assets of CSI Capital Management, a San Francisco based wealth-management firm.

Paychex, Inc., a provider of payroll, human resource, and benefits outsourcing solutions, has acquired ePlan Services, Inc., a provider of recordkeeping and administrative solutions to the defined contribution...

The Greenbrier Wealth Management Group has come together under Raymond James & Associates in its Westlake Village, California, office.  

Schwab Advisor Services tracked 23 merger and acquisition deals among registered investment advisers (RIAs) in the first quarter of 2011.  

National Advisors Trust announced an agreement with EPIC Advisors, Inc. to provide a branded 401(k) program with open-architecture and daily valuation services to its shareholder adviser firms.

Marketeria, a marketing and content management firm for financial advisers, will be offering its clients use of the Arkovi social media archiving solution.  

MassMutual's Retirement Services Division has hired a new managing director in the southeast region – and says it will add three new sales support roles in the...

A newly privatized third-party administrator (TPA) has completed the implementation of a technology platform and administrative business model in its nation-wide network.   

Alliance Benefit Group (ABG) has added Ingham Retirement Group to its national network.

HighTower, a national financial services company serving high-net-worth and institutional clients, announced that Masterson, Emma & Associates will be joining the practice.

Benefit Consultants Group (BCG), a Delran, New Jersey-based plan provider, is adding Stadion Money Management to its lineup.

American Pension Services, Inc. announced a partnership with T3Direct Marketing of Modesto, Calif., which will reimburse advisers for prospecting appointments.  

Benefit Advisors Network (BAN) has accepted three new agencies into its national network of employee benefit brokerage and consulting firms.

There are some changes afoot at one of the nation’s premier ERISA legal firms.  

MetLife and Philadelphia-based Firstrust Financial Resources, LLC, announced their partnership today.

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

A report from Charles Schwab evaluates the pros and cons of combining a traditional brokerage business and fee-based advisory business.

David Harper and Bill Straub of Legacy Executive Benefits have become members of the Retirement Plan Advisory Group (RPAG).  

SageView Advisory Group has hired Jason Smith and Jodi Macleod to work in its newly created Omaha, Nebraska, office. 

Many advisory firms grapple with the possible benefits (or consequences) of participating in a merger or acquisition; a panel at the inaugural Virtual PLANADVISER National Conference discussed the...