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
Advertisement
Business Growth Strategies
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
BY Ted Godbout | 9/16/2020
While a lot of progress has been made in helping people save more for retirement, there are still a lot of concerns that go beyond the retirement plan that can have negative effects in the workplace... Read More
BY NAPA Net Staff | 9/4/2020
The trend of recordkeeper consolidation continues amidst the COVID-19 pandemic.
EdgeCo Holdings, L.P. has entered into a definitive agreement with Unified Trust Company, N.A. to become part of its... Read More
BY Ted Godbout | 8/10/2020
While the COVID-19 pandemic has tested the resilience of their digital capabilities and communication plans, advisors that capitalize on the changes may see new and unique opportunities, according to... Read More
BY Rebecca Hourihan | 2/25/2020
As a successful retirement plan advisor, you understand the business and how to service clients. However, from time to time there are opportunities to improve your win ratio. Here are seven ideas to... Read More
BY John Iekel | 11/13/2019
The 457(b) market may not draw as much attention as its flashier DC plan cousins, yet its market includes millions of people and entails nearly $1 trillion in assets. A recent webinar offered a look... Read More
BY Ted Godbout | 8/28/2019
Assets in collective investment trusts (CITs) have grown significantly in recent years, but providers will need to address certain shortcomings to maintain that growth, says a new report.... Read More
Recent Comments