Tag: Partnerships

UNIFI Companies Retirement Plans announced it will enter the registered investment adviser (RIA) and fee-based marketplace with the acquisition of the Lincoln, Nebraska-based Assurity Advisors, Inc.

Janus Capital Group Inc. said it launched the newly designed janus.com/advisor, targeted specifically for financial intermediaries.

Advisor Software, Inc., a provider of wealth management solutions for the adviser market, announced a new release for ASI Wealth Manager, a platform for personalized goal-based investment management.

Woodbury Financial Services, Inc., recently launched a Web site to offer tools and support for its registered representatives to reach their business objectives.

Many mutual fund firms provide advisers with commentary, but not all of them have jumped on board with new media endeavors.

The Principal Financial Group now offers a service to help financial advisers work with their business owner clients to ensure buy-sell agreements are more effective.

The MetLife Broker-Dealer Group launched enhancements to its Wealth Management Services (WMS) platform, including a flexible unified managed account (UMA).

Advisers who sell Securian retirement plans will find new client support tools at SecurianRetirementCenter.com.

Thomson Reuters teamed up with ByAllAccounts Inc. to offer account data to advisers.

Alliance Benefit Group Carolinas, a Charlotte, North Carolina-based third-party administrator and recordkeeper, has created a special team to work with financial advisers to retirement plans.

MetLife has unveiled its redesigned Web site, including a broker and consultant homepage.

The details of how the joint venture between Morgan Stanley and Smith Barney will play out are yet to unfold, but retirement plan advisers seem optimistic about the...

John Hancock Retirement Plan Services (RPS) has increased its sales support by adding eight regional vice presidents and a new internal sales desk with 10 sales associates.

Recordkeeper ExpertPlan has partnered with Riverton, Utah-based American Pension Services, Inc., to support self-directed retirement plans, including IRAs.

An SEI poll released yesterday found that many advisers think they could do more for their clients in the realm of tax management.