Tag: Partnerships

PlanMember Financial Corporation says it will “ally” with Washington-based Interpacific Investors Services Inc., a national marketing and distribution firm.

The professional services firm has acquired Pension Resource Group Inc.

The potential for disruption in the industry is an impetus for growth in retirement plan advisers’ businesses.

Pensionmark Financial Group welcomes Rogers Financial as its newest adviser affiliate.

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...

The firm is absorbing a wealth manager based in Dayton, Ohio.

Cerulli outlines DCIO firms’ top concerns regarding retirement specialist adviser demographics. 

NFP scoops up two more advisory firms in the California market. 

Six firms have joined GRP Advisor Alliance.

Strong revenue and profitability are driving the deals.

A survey shows a significant jump in retirement plan participants’ perception of the helpfulness of provider resources for retirement planning, investing and saving.

Deloitte sees this model gaining significant traction in coming years.

Symetra provides employee benefits, annuities and life insurance.

Financial services tech provider Broadridge Financial Solutions has been named as a preferred LPL vendor.

The acquisition adds $5 billion in assets and grows CAPTRUST’s assets under advisement to more than $180 billion.

Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.

Benefit Plans Administrative Services (BPAS) has acquired the defined contribution plan administration practice of Lifetime Benefit Solutions (LBS).