Tag: Partnerships

Investment management company Bandon Capital Management, LLC, announced a new relationship with American Independent Securities Group, LLC (AISG), enabling AISG advisers to access Bandon’s flagship investment strategy.

Minneapolis-based FAF Advisors has formed a strategic sales alliance with Jupiter Distribution Partners of Greenacres, Florida.

Delta Global Asset Management, a registered investment advisory (RIA) firm, selected FundQuest to provide outsourced technology, back-office, and investment research services.

Focus Financial Partners, LLC (Focus), a network of independent wealth management firms, added Joel Isaacson & Co., Inc., to its partner firms.

Lincoln Financial Group has joined Benefit Advisors Network’s (BAN) newly formed Alliance Partnership.

Edward Jones entered into a distribution agreement with Pacific Life Insurance Company, giving financial advisers access to a selection of Pacific Life’s protection and retirement products.

The typical adviser receives more than 100 e-mails, mailings, wholesaler visits and internal sales desk calls every month from product providers—and that’s just from the firms they work...

The Phoenix Companies, Inc., has formed a distribution company, Saybrus Partners, Inc., which has agreed to provide life insurance consulting services for financial advisers at Edward Jones.

Nationwide Mutual Insurance Company CEO Steve Rasmussen has announced new assignments for several executive leaders across the company. 

For advisers hoping to build out their businesses, recordkeepers and investment providers can provide a host of services and programs to help, according to a panel of retirement...

Citi announced that financial advisers at Citibank branches will no longer provide commission-based transactions.

Teamwork: It can be both helpful and challenging, according to panelists at the PLANADVISER National Conference.

Wirehouses can bring scale and product innovation to the retirement plan adviser—and pay the electricity bill for you, noted Ed O’Connor, managing director at UBS Financial Services.

John Hancock Retirement Plan Services has announced a distribution partnership with the financial services firm Edward Jones.

The Guardian Life Insurance Company of America said it was selected to provide retirement products through LPL Financial Corporation’s Retirement Plus Program.

Atlanta-based Reliance Trust Company said it has partnered with local business leaders in Wilmington, North Carolina, to form a wealth management firm providing retirement services.

Janus Capital Group Inc. has announced that Dominic Martellaro, executive vice president and managing director of Janus Global Advisors, will step down from his position effective...

Great-West Retirement Services has hired eight additional internal wholesalers to further enhance the support it provides its external sales force and their financial adviser and third-party...

Asset International, Inc. (‘AI’) has agreed to acquire Strategic Insight (“SI”), a research and technology firm serving the investment management industry.  

Cornerstone Group, a West Warwick, Rhode Island, benefits advisory firm, has added Cornerstone Retirement Advisors as a subsidiary.