HUB International Limited (HUB) continues full steam ahead with its M&A activities, acquiring two more firms to expand its geographic footprint and strengthen industry and product expertise.... Read More
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BY NAPA Net Staff | 10/31/2023
Independent wealth management firm Creative Planning announced that it has acquired Mesirow's corporate retirement advisory services team, although the terms of the deal were not disclosed.... Read More
BY Nevin E. Adams, JD | 10/17/2023
It might not have made it to your calendar, but today happens to be National TPA Day.
The timing is no accident—yesterday would have been for many calendar-year ERISA plans the (extended)... Read More
BY NAPA Net Staff | 9/21/2023
NFP announced that it has acquired South Jordan, Utah-based Divergent Wealth Advisors, LLC, expanding the firm’s wealth management and retirement capabilities, and broadening its reach in the West... Read More
BY Ted Godbout | 9/11/2023
In further consolidation of the wealth management space, Dallas-based financial planning and wealth management firm Avantax has entered into a definitive agreement to be acquired by Cetera Holdings,... Read More
BY NAPA Net Staff | 8/29/2023
World Insurance Associates has entered into an agreement to purchase Waukesha, Wisconsin-based Financial Solutions, adding to the World financial services division led by Pensionmark CEO Troy Hammond... Read More
BY Nevin E. Adams, JD | 8/17/2023
The third-party administrator, or TPA (bear in mind that a recordkeeper is also a TPA) can be a key advisor ally—or, if expectations aren’t aligned—the bane of a customer relationship. What’s most... Read More
BY Ted Godbout | 8/14/2023
Independent RIA firm SageView Advisory Group on Aug. 14 announced the commencement of the next phase of its growth vision with a focus on driving expansion in wealth management.
According to the... Read More
BY Nevin E. Adams, JD | 8/7/2023
Defined contribution wholesalers—or as our annual accolade acknowledging the best of this “breed” calls them, “Advisor Allies”—have long been a vital support partner for the nation’s retirement plan... Read More
BY NAPA Net Staff | 7/20/2023
Expanding its stable value team, The Standard announced that it has promoted Tony Soble to Regional Vice President for Defined Contribution Investment Only (DCIO) sales, where he will work with... Read More
BY NAPA Net Staff | 7/7/2023
Hub International Limited has further expanded its retirement consulting practice, this time in South Carolina with the newly announced acquisition of Golden Corner Wealth Advisors.
Located... Read More
BY NAPA Net Staff | 6/22/2023
To reflect what it calls a “bold vision for the future,” the Advisor Group, one of the nation's largest networks of independent wealth management firms, announced that it has changed its name and... Read More
BY NAPA Net Staff | 6/20/2023
As part of an ongoing strategic growth effort, July Business Services announced that it has acquired Sunwest Pensions, a retirement plan recordkeeper and TPA based in Tempe, AZ.
This strategic... Read More
BY NAPA Net Staff | 6/16/2023
Independent RIA firm SageView Advisory Group announced that it has acquired two of the founders and managing partners of San Diego-based Retirement Benefits Group (RBG), along with their team.
The... Read More
BY NAPA Net Staff | 6/7/2023
Cetera Holdings, the holding company of Cetera Financial Group, announced this week that it has acquired The Retirement Planning Group (TRPG), an independent registered investment advisory firm... Read More
BY NAPA Net Staff | 6/6/2023
Robert M. Jurgensmeier will succeed William W. Lester as chief executive officer, following his forthcoming retirement at the start of next year, according to an announcement by the firm. In addition... Read More
BY NAPA Net Staff | 6/1/2023
CAPTRUST Financial Advisors has announced the acquisition of Fort Worth, TX-based Omega Wealth Partners and its more than $710 million in assets under management.
Omega is co-owned by ... Read More
BY Ted Godbout | 5/31/2023
Another blockbuster deal was announced Wednesday. Franklin Resources, the parent company of Franklin Templeton, entered into a definitive agreement to buy Putnam Investments.
According... Read More
BY NAPA Net Staff | 5/23/2023
Global fintech leader Broadridge Financial Solutions announced that it is bringing its retirement and workplace services together under one unified brand name.
Now called Broadridge Retirement and... Read More
BY NAPA Net Staff | 5/22/2023
NFP recently announced that it has appointed Joel Shapiro as president of its Retirement division.
Shapiro has three decades of industry experience including 13 years in senior leadership roles... Read More
BY Ted Godbout | 5/19/2023
James Gorman, who has served as CEO of Morgan Stanley since 2010 and Chairman since 2012, told shareholders at the firm’s annual shareholder meeting on Friday that he intends to step down from firm... Read More
BY NAPA Net Staff | 5/17/2023
As part of its continued growth in the U.S., Vontobel Asset Management announced that it has hired Peter Whitman to join the U.S. Intermediary team and lead its sub-advisory efforts.
Whitman... Read More
BY NAPA Net Staff | 5/16/2023
JULY Business Services announced that it has entered into an agreement with Heartland Financial USA subsidiary Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (HTLF) to... Read More
BY Ted Godbout | 5/11/2023
Fintech 401(k) platform provider Vestwell announced its further expansion to serve the financial advisor industry through new key industry partnerships and integrations.
According to the firm’s... Read More
BY Ted Godbout | 5/8/2023
Billed as an effort to work together to ensure all people feel prepared to retire, October Three Consulting and Retirement Learning Center (RLC) jointly announced October Three’s acquisition of RLC... Read More
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