Tag: Wealth Management

Advisory M&A

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in 2022; Wealth Enhancement Group expands in East Coast with acquisition representing $371M in client assets; and more.

Advisory M&A

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with fixed-annuity index provider to build out product offering; and more.

 

Adviser Product Partnerships

Broadridge re-ups with IGM for broker wealth platform; Reverence Capital selects CAIS Channel for alt offerings; $25B RIA Sanctuary extends partnership with Wealthbox for client management; and more.

Adviser Product Partnerships

Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green Dot adds cash account from Wealthfront; and more.

Adviser Product Partnerships

Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and more.

Retirement Industry People Moves

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.

Investment Product and Service Launches

Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal market; Franklin Templeton teams with experts on free alternative investment education program; and more.

Investment Product and Service Launches

Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial introduces Dimensional Index designed for Power Series of Index Annuities.

Adviser Product Partnerships

DPL partners with Corebridge Financial on RIA advisory annuity solutions; Fidelity Institutional enhances adviser technology; Choreo partners with Pontera on held away asset management solution; and more.