Tag: Partnerships
Practice Development
Scouting for Recruits
Enrollers can make good advisers, advisers good support staff, and your best source for referrals—what adviser firms look to first...
Investment Product and Service Launches
LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services.
Goldman Sachs Investment Management Acquires Honest Dollar
The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets.
New Name and New Thinking at ‘Empower Institutional’
Empower Retirement has realigned and renamed its FASCore recordkeeping business to enhance retirement plan services for institutional clients.
InHub Finds Another Advisory Partner in Cafaro Greenleaf
National retirement plan advisory firm Cafaro Greenleaf has announced a new strategic partnership with InHub, which specializes in digitizing and streamlining the vendor search and RFP process.
IFP Plan Advisors Unveils Retirement Resource Desk
The Retirement Resource Desk from IFP Plan Advisers will provide specialist support in the areas of advisory practice management, reporting and business development.
Pershing Reveals New Recordkeeping Partners
Pershing LLC announced the addition of two new recordkeepers as part of the continued expansion and enhancement of its Retirement Plan Network.
Latest Investment Product and Service Launches
Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities.
Fidelity Warns Advisers to Get Smart on Firm Value
A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value.
Switching to a Fee Model Can Benefit a Practice
Over the last decade, financial advisers have been moving from commission- to fee-based models.
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A Look Back at 2015
When you think back on 2015 and what happened in the retirement plan industry, what will come to mind?
Nationwide Offers LPL Financial Employee Advice Solution
Nationwide now offers LPL Financial’s Employee Advice Solution to shared retirement plan clients.
Firms Partner with Colleges to Recruit Young Advisers
The industry wants to get ahead of an expected talent shortage.
Retirement Industry People Moves
This week: a $2.9 billion team leaves Merrill Lynch for Raymond James; MassMutual’s newest acquisition; and a new COO for Global Retirement Partners (GRP), and more.
Financial Engines to Acquire Brick-and-Mortar Advisory
Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional...
Alliance Benefit Group Partners with iJoin Solutions
Advisory firms in the Alliance Benefit Group will be able to leverage iJoin’s proprietary suite of enrollment and planning tools.
Adviser Career Paths Shift With the Times
Most financial advice professionals feel “daunted by the task of forging their own path and the accompanying headaches,” according to research by Cerulli Associates.