Tag: Partnerships

An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group.

Edward Jones advisers will sell Transamerica retirement solutions.

Baystate Fiduciary Advisors, Wharton Hill Advisors, Strategic Retirement Group and Ingham Retirement Group are the newest members.

Global Retirement Partners has taken another step to differentiate its adviser network by implementing a full suite of financial wellness and education services from Financial Finesse.

A partnership with Vertical Management Systems will bring participant revenue levelization for a variety of investment vehicles to John Hancock's Total Retirement Solutions recordkeeping platform.

Benefits broker and consultant NFP has acquired Meridian Retirement Plan Advisors; the transaction closed on March 3.

Firms across the financial services spectrum are adapting to increased adviser teaming and the growing importance of partnership approaches to financial advice and institutional investment consulting.

MillenniuM Investment and Retirement Advisors has teamed with TriCore to offer an integrated, open-architecture qualified plan program.

A LIMRA study suggests upwards of nine in 10 young financial advisers are satisfied with their career prospects.

Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match...

Destel-Bergen Corporation is merging its retirement plan administrative services practice into DWC.

CAPTRUST and Pensionmark Retirement Group will create a new entity intended to be the industry’s premier platform for retirement plan advisers.

Less than a quarter of wirehouse advisers control nearly half of all traditionally advised assets, says Cerulli Associates in a new report. 

Advisers who encounter some thorny practice problems can turn to a wholesaler, findings of a LIMRA survey suggest.

Nicole Spinelli has been appointed to lead the newly created WISE organization—dedicated to supporting “the unique needs of female advisers and clients” across Lincoln Financial Network’s businesses.

A partnership between Cetera Financial Group and Envestnet Retirement Solutions enables Cetera to offer Envestnet’s practice management platform to its retirement plan advisers.

Independent financial advisory practice, Ellsworth Private Wealth Management, has transitioned to LPL Financial’s broker/dealer platform.

The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.