Kansas City-based Mariner Wealth Advisors announced that it has acquired New Jersey-based FCG Advisors, adding approximately $2.7 billion in assets under advisement. The deal closed on Sept. 10.... Read More
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Business Growth Strategies
BY NAPA Net Staff | 9/17/2021
A massive merger of asset management firms could be in the offing, according to published reports.
According to the Wall Street Journal, Invesco is said to be in talks to merge with State... Read More
BY John Ortman | 9/16/2021
The COVID-19 pandemic cast a spotlight on financial wellness as an essential workplace benefit. How can advisors identify and harness the opportunities created by the growing interest in financial... Read More
BY John Ortman | 9/13/2021
At an opening-day discussion at the 2021 NAPA 401(k) Summit, a diverse panel of five advisors shared their experiences, challenges and successes—as well as ideas and tips for building a more diverse... Read More
BY NAPA Net Staff | 9/13/2021
Morgan Stanley at Work has entered into a strategic partnership with Empower Retirement to provide a comprehensive workplace retirement offering for employers that want to attract and retain top... Read More
BY NAPA Net Staff | 9/9/2021
Mariner Wealth Advisors announced that it has entered into a binding agreement to acquire The Pinnacle Group, adding over $600 million in assets under management. The deal is expected to close Sept.... Read More
BY NAPA Net Staff | 9/8/2021
HUB International Limited has acquired Glen Allen, Virginia-based Millennium Advisory Services.
According to a press release, Millennium Advisory Services is a fee-only financial planning and... Read More
BY NAPA Net Staff | 8/18/2021
In its fourth acquisition of the summer, Mariner Wealth Advisors recently announced that it has entered a binding agreement to acquire Pittsburgh-based Commonwealth Advisory Group.
Mariner... Read More
BY NAPA Net Staff | 8/16/2021
Building its presence in the Southeast, NFP announced Aug. 16 that it has acquired Fallon Benefits Group (FBG), an Atlanta-based employee benefits brokerage and consulting firm.
FBG’s focus... Read More
BY NAPA Net Staff | 8/4/2021
In its first push in the retirement market, MJ Insurance has acquired ProCourse Fiduciary Advisors—a partnership that “enables the firms to offer a holistic approach to wellness and include... Read More
BY NAPA Net Staff | 7/13/2021
CAPTRUST Financial Advisors has made their 50th acquisition since 2006—and their fifth already in 2021.
The latest: Greenville, SC-based Nachman Norwood & Parrott Wealth Management (NNP... Read More
BY NAPA Net Staff | 7/7/2021
HUB International Limited is on the move again, announcing July 7 that it has acquired the operating subsidiaries of TCG Group Holdings, LLP, doing business as Trusted Capital Group (TCG).... Read More
BY NAPA Net Staff | 7/6/2021
SageView Advisory Group has acquired MJM401k, an institutional retirement plan consulting firm based in Arizona and Southern California, adding some $17 billion in AUA, over 100 retirement plans, and... Read More
BY Ted Godbout | 6/9/2021
Compared to last year, advisors are more optimistic about growth of the RIA industry and their practices in 2021 and beyond, according to the Schwab Advisor Services’ latest Independent Advisor... Read More
BY NAPA Net Staff | 6/3/2021
OneDigital Investment Advisors has acquired the assets of Fiduciary Plan Advisors (FPA), a firm co-founded by former NAPA President Jania Stout.
As part of the FPA agreement, OneDigital Investment... Read More
BY NAPA Net Staff | 5/12/2021
OneDigital Investment Advisors, OneDigital’s RIA, is on the move again, announcing another acquisition and a major investment in a next-gen risk mitigation strategy.
Following the... Read More
BY NAPA Net Staff | 5/7/2021
As its third acquisition of 2021, The Retirement Advantage, Inc. (TRA) announced that it has successfully completed the acquisition of John T. Toomey Associates, Inc. of Hingham, MA.
“I am... Read More
BY NAPA Net Staff | 4/22/2021
OneDigital Investment Advisors, the registered investment advisor and a wholly owned subsidiary of OneDigital, has added Westminster Consulting, LLC—and approximately $6 billion in AUM.
According... Read More
BY Ted Godbout | 4/8/2021
Several factors are placing pressures on the U.S. retirement system, leaving the industry facing a decelerating revenue growth outlook, but a new report suggests there are “opportunities hiding in... Read More
BY NAPA Net Staff | 4/5/2021
HUB Retirement and Private Wealth rolled out a new offering last week—specifically aimed at providing a competitive alternative for employers confronted with a state-run IRA mandate.
The offering—... Read More
BY NAPA Net Staff | 3/9/2021
Cetera has acquired MAGIS Financial Partners, a Philadelphia-based financial services firm.
MAGIS currently supports over $490 million in assets under management, operating a separate RIA that... Read More
BY John Iekel | 2/3/2021
How do third party administrators and pooled employer plans interact? A recent webcast took a deep dive into the question.
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options... Read More
BY Ted Godbout | 1/4/2021
The year 2021 is upon us, and with that, the SECURE Act’s much-anticipated pooled employer plans (PEPs) are coming online. Many firms have already announced that they plan to offer PEPs, but will... Read More
BY NAPA Net Staff | 12/3/2020
LPL Financial Holdings Inc. has entered into an agreement with Macquarie Asset Management to acquire the wealth management business of Waddell & Reed Financial, Inc.
The transaction—LPL... Read More
BY Ted Godbout | 9/21/2020
Regardless of business model or scale, successful retirement plan advisors share certain habits that are critical to building their practices, according to a Sept. 9 workshop session at the 2020 NAPA... Read More
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