Effective risk management apparently is more important to financial advisors than generating the highest returns in client portfolios, according to the results of a new survey.
Allianz Life’... Read More
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Practice Management
BY NAPA Net Staff | 5/20/2021
LeafHouse Financial has announced that Kyle Smith, former Portfolio Manager at BlackRock, joined the firm as Chief Investment Officer.
Smith brings nearly 20 years of investment experience... Read More
BY Rebecca Hourihan | 5/5/2021
Thanks to COVID, most of our routines have changed. Those moments when we could stop, think and evaluate have been modified. As a personal example, I do my best thinking in the car and my best... Read More
BY NAPA Net Staff | 5/4/2021
American Trust Retirement, a subsidiary of EdgeCo Holdings, has acquired independent employee benefits consulting firm Stanley Benefit Services based in Greensboro, NC. ... Read More
BY Dan Long and Andy Larson | 5/4/2021
The primary goal of ERISA plans is to help participants secure retirement income. Surprisingly though, the section 404(c) and Qualified Default Investment Alternative (QDIA) safe harbor rules... Read More
BY John Iekel | 5/4/2021
Technology serves, and it also drives change. A recent webinar by NAPA sister organization the National Tax-deferred Savings Association (NTSA) focused on the ways technology is changing the industry... Read More
BY John Iekel | 4/26/2021
A session at last week’s Plan Sponsor Council of America 2021 National Conference addressed engaging with clients in an increasingly virtual world.
The session featured the... Read More
BY Ted Godbout | 4/9/2021
A new survey by Callan of 88 investment managers reveals that most are targeting the June-August timeframe to return to the office—other than firms in the Northeast, that is.
Overall, slightly... Read More
BY Nevin E. Adams, JD | 3/29/2021
Hard to believe, but the first quarter of 2021 is nearly over—and before you know it, whether in person or virtually (or both), it will be time for those quarterly client/committee meetings. This... Read More
BY NAPA Net Staff | 3/29/2021
On March 2, 2021, Microsoft reported that it has observed targeted attacks that take advantage of four zero-day vulnerabilities in Microsoft Exchange Server to gain full access to all email... Read More
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
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