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Practice Management

BY John Iekel | 3/24/2021
Proliferation of technological applications and the need to increase retirement plan participation and savings. Seems like a match made in heaven. A panel of experts recently discussed how that... Read More
BY David Levine, JD | 2/25/2021
I recently set up my first computer, an Atari 400 computer from the days of Asteroids and Pong, for the first time in decades. As a kid, I spent hours learning how to program and rewrite existing... Read More
BY Ted Godbout | 2/11/2021
Following a rush of M&A activity in the last half of 2020, which led to another record-setting year, 2021 shows no sign of slowing down.  According to Fidelity’s latest Wealth Management... Read More
BY Judy Ward | 2/10/2021
In this feature article in the latest issue of NAPA Net the Magazine, some of NAPA’s Top Women Advisors talk about how they lead in complicated times. “In any crisis, that’s when the real leaders... Read More
BY NAPA Net Staff | 2/8/2021
In the latest big shift in the M&A space, Voya Financial, Inc. has entered into a definitive agreement with Cetera Financial Group, Inc. to acquire the independent financial planning channel of... Read More
BY NAPA Net Staff | 2/1/2021
NFP announced that is has acquired Pension Solutions, Inc. (Pension Advisors), as part of an effort to expand its retirement consulting and wealth management capabilities in the firm’s Central region... Read More
BY NAPA Net Staff | 1/28/2021
OneDigital Investment Advisors has acquired the assets of Fulcrum Partners—marking the firm’s expansion into the nonqualified deferred compensation plan (NQDC) market. As part of the agreement,... Read More
BY NAPA Net Staff | 1/22/2021
Joe DeNoyior, President-Elect of the American Retirement Association and Past President of NAPA, has been named President of HUB’s Retirement and Private Wealth practice. DeNoyior, whose... Read More
BY NAPA Net Staff | 1/19/2021
OneDigital Investment Advisors has acquired three offices of Vertical Financial Group, a partnership of independent financial advisors specializing in retirement plan design and investment advisory... Read More
BY NAPA Net Staff | 1/13/2021
HUB International Limited has acquired Boston-based Alpha Pension Group, Inc.  Alpha is a retirement consulting firm that provides investment analytics, fiduciary governance and guidance to... Read More
BY NAPA Net Staff | 1/11/2021
Hub International Limited announced Jan. 7 that it has acquired the assets of Garnett Retirement Group Inc. The terms of the transaction were not disclosed. The Garnett Retirement Group... Read More
BY Pat Wenzel | 1/7/2021
According to Darwin’s Origin of Species, “It is not the most intellectual of the species that survives; it is not the strongest that survives; but the species that survives is the one that is... Read More
BY NAPA Net Staff | 1/5/2021
Hightower has acquired Bel Air Investment Advisors LLC from Fiera Capital Corporation—the firm’s largest acquisition ever. Bel Air, with $8 billion in assets under management (AUM), is based in... Read More
BY Nevin E. Adams, JD | 1/5/2021
In a year in which uncertainty and confusion reigned supreme, almost overnight our industry packed up and went home one night and opened up for business the next day from… what seemed a zillion... Read More
BY NAPA Net Staff | 1/5/2021
Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, has kicked off 2021 with the acquisition of Compass Financial Partners, a firm led by Kathleen Kelly and George Hoyle... Read More
BY NAPA Net Staff | 1/5/2021
SageView Advisory Group has announced a strategic investment from Aquiline Capital Partners, which also owns Ascensus.  According to a press release, Randy Long, SageView’s Founder and... Read More
BY Steff Chalk | 12/21/2020
Retirement plan advisors now conduct business amid a pandemic. Despite the incessant newsfeeds, updates and interviews with a plethora of experts, no one is certain if we are halfway into the... Read More
BY NAPA Net Staff | 12/17/2020
Three AssuredPartners (AP) teams have joined the Pensionmark Advisor Support Program and affiliated with Pensionmark’s B/D and RIA, bringing the total number of AP firms within the Pensionmark... Read More
BY Nevin E. Adams, JD | 12/4/2020
The owners of Vantage Benefits Administrators have been sentenced by a federal judge for their role in a $15 million embezzlement scheme—and it seems fair to say he “threw the book” at them.... Read More
BY Nevin E. Adams, JD | 11/24/2020
Thanksgiving has been called a “uniquely American” holiday —and so, even in a year in which there has been an unprecedented amount of disruption, stress, discomfort, and loss—there remains so much... Read More
BY Nevin E. Adams, JD | 11/16/2020
Among the things that have been different during the pandemic is the process of hiring, and perhaps not only the process itself, but the types of talent your practice needs. So, this week, tell us... Read More
BY Judy Ward | 11/11/2020
For advisors, pooled employer plans are a new market with promise, but also uncertainties. Will they be a game-changer? This feature article in the latest issue of NAPA Net the Magazine takes a look... Read More
BY Charles E.F. Millard | 11/9/2020
When the SECURE Act was signed into law in December of 2019, it seemed that plan sponsors would be focused on lifetime income solutions in 2020. Then COVID-19 struck. However, interest in... Read More
BY Ted Godbout | 10/30/2020
Despite experiencing challenges in their businesses stemming from COVID-19, independent advisors remain confident in the industry’s continued long-term growth, according to a new study.  With... Read More
BY NAPA Net Staff | 10/28/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More