Tag: Partnerships

Retirement Plan Advisory Group, (RPAG), an independent alliance of retirement plan advisors, says that the AUL Retirement Services division of OneAmerica will use RPAG’s Scorecard...

Remember when it used to be quiet in July? 

Independent retirement consulting firm 401(k) Advisors has announced the opening of an office in Orlando, Florida, under the leadership of Phillip Senderowitz.

UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors.

The Retirement Advantage, Inc. (TRA) announced the addition of Brenda Brumm and Jay Bloom to its wholesale team.

Charles Schwab, has announced additional details on the integrated technology platform the company is developing.

ADP has announced that National Retirement Partners (NRP) has approved the marketing of ADP ACCESS’ 401(k) retirement plan product.

SevenHills Benefit Partners has joined United Benefit Advisors (UBA), an alliance of more than 140 independent benefit advisory firms located in over 165 offices throughout...

Triad Advisors announced that it is now affiliated with Gitterman & Associates Wealth Management, LLC.

linkedFA, a social networking site for financial professionals, has partnered with NASDAQ.com to offer resources on its site.

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.

Putnam Investments says it will begin to “actively seek opportunities” to serve the broader college savings market nationwide.

As part of National Retirement Partners’ nonqualified initiative, the network of independent advisers has teamed up with MullinTBG, a Prudential Financial company, to be its preferred nonqualified provider.

Ronald O'Hanley, president and CEO of BNY Asset Management is moving on—and Fidelity Investments is restructuring.

Most financial advisers believe they can learn how to make their business more efficient and effective through their peers, according to the latest SEI Quick Poll.

Bank of America (BofA) said it will enter into human resources partnerships with Hewitt Associates and Plateau Systems, beginning in 2011.

A new service called 401(k) Rekon aggregates and lists resources offered to financial advisers by 401(k) plan providers.

Amid the financial crisis, financial advisers reported they are increasingly relying on internal wholesalers at asset management firms, according to a study by the Financial Research Corporation (FRC).

ING’s U.S. Retirement Services business has unveiled a business-building program for advisers, consultants, and third-party administrators (TPA) for small- and mid-sized corporate retirement plans.

Institutional investment consultant Rogerscasey has struck a deal with Lowenhaupt Global Advisors (LGA) to offer Rogerscasey’s institutional investment expertise to families and individuals served by Lowenhaupt Global Advisors.