After a brief slowdown in the second quarter, wealth management M&A activity has returned to an all-time high level, according ECHELON’s RIA M&A Deal Report for the third quarter of 2020.... Read More
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Managing a Practice
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 NAPA Net Staff | 8/25/2020
In his latest book, author Josh Itzoe, co-founder, partner and chief strategy officer at Greenspring Advisors, provides a comprehensive fiduciary guide for retirement plan decisionmakers and... Read More
BY Nevin E. Adams, JD | 7/28/2020
It is with deep sorrow that we share today the sad news of the untimely death of David Reich, National President, Hub Retirement and Private Wealth.
Dave, a true leader and visionary in the... Read More
BY Ted Godbout | 5/12/2020
Despite a strong start to 2020, M&A activity has slowed, as market volatility and the COVID-19 pandemic unfolded in March, Fidelity reports in its quarterly M&A review.
According to... Read More
BY Ted Godbout | 3/13/2020
Chalk up another one in the wealth management shuffle, with Focus Financial Partners announcing that Michael Kitces and Jeffrey Levine have joined Buckingham Wealth Partners.
Kitces, who left... Read More
BY NAPA Net Staff | 3/3/2020
In an ever more complex and litigious field, plan advisors face a multitude of risks, including cyber exposure—and ERISA opens you up to a host of additional exposures and requirements. And yet,... Read More
BY Brian Graff | 3/2/2020
By all accounts last week was pretty bad for the market. All of the major indices fell by more than 10%, and the business news outlets all highlighted that it was the markets’ worst weekly decline... Read More
BY NAPA Net Staff | 3/2/2020
ProCourse Fiduciary Advisors announced that it has acquired the qualified plan practice of Valeo Financial Advisors.
“As the complexity of qualified plan management continues to increase, we... Read More
BY NAPA Net Staff | 2/6/2020
Resources Investment Advisors has announced that Scottdale, Arizona-based 401K Resources became an affiliated firm on Jan. 2, 2020.
The announcement comes just two days after OneDigital... Read More
BY NAPA Net Staff | 1/8/2020
ZUNA, LLC, an RIA and business consulting firm headquartered in Portland, OR, announced Jan. 8 that it has officially launched. The firm has attracted some of the nation’s top retirement industry... Read More
BY NAPA Net Staff | 10/9/2019
Think offering a 401(k) plan is hard? What if your business is selling pot?
When a former client who’d taken a new job as human resources director at a large cannabis company told advisor Kristen... Read More
BY NAPA Net Staff | 9/27/2019
We recently asked a large group of retirement plan advisors which, of a wide range of services, they had proposed to their clients or prospects in the past year.
Now, we limited their choices to... Read More
BY NAPA Net Staff | 9/23/2019
After a busy week of acquisition announcements, Hub International Limited has another one to start this week.
This morning’s announcement involves the assets of Denver-based Inter-Mountain... Read More
BY NAPA Net Staff | 9/20/2019
Hub International Limited closed out a week of acquisition announcements with… another acquisition announcement.
Today Hub announced that it has acquired the assets of Perennial Pension and... Read More
BY NAPA Net Staff | 9/20/2019
There was quite a hubbub this week about a series of acquisition announcements from Hub International Limited.
Hub launched the week with the news that it had acquired the assets of... Read More
BY NAPA Net Staff | 9/19/2019
Hub International Limited has announced another acquisition.
This time – the fourth this week – the acquisition involves “certain assets” of WhartonHill Retirement Services, LLC, Strategic... Read More
BY Ted Godbout | 9/18/2019
Identifying new opportunities and managing scale were cited by retirement plan advisors as the biggest issues they struggle with in growing their practice, but a new study suggests they are not... Read More
BY NAPA Net Staff | 9/18/2019
For the third day in a row, Hub International Limited has announced a new acquisition.
This time it’s the assets of New York City-based EPIC Retirement Services Consulting, LLC. Terms of the... Read More
BY NAPA Net Staff | 9/17/2019
A day after announcing its latest acquisition, Hub International Limited has announced the acquisition of StoneStreet Pearl River LLC, a firm led by Barbara Delaney.
Based in Pearl River, NY,... Read More
BY NAPA Net Staff | 9/16/2019
HUB International has acquired the assets of McLean, Virginia-based Washington Financial Group, a firm led by CEO Joe DeNoyior.
“We’ve been driven to work with the leaders and advisors that are at... Read More
BY Steff Chalk | 5/30/2019
Reflecting on the DOL fiduciary rule, many retirement plan advisors mentally compartmentalized the entire multi-year experience somewhere between “a complete waste of time” and “added expense that... Read More
BY NAPA Net Staff | 4/17/2019
Global Retirement Partners, LLC (GRP) and Strategic Retirement Partners (SRP) have announced a strategic partnership they say is designed to leverage their respective core competencies and “create... Read More
BY Ted Godbout | 4/12/2019
Leaders of some of the nation’s largest advisory firms acknowledge that they face mounting challenges in identifying the right talent, expanding their talent pools and implementing initiatives that... Read More
BY Scott Gaul | 3/14/2019
Imagine if you had to build a puzzle and all the pieces have no corner pieces, no edge pieces and are all the same color? It would really be hard to put it together and quite honestly, you’d probably... Read More
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