CAPTRUST Financial Advisors has announced the acquisition of Fort Worth, TX-based Omega Wealth Partners and its more than $710 million in assets under management.
Omega is co-owned by ... Read More
Advertisement
Service Providers
BY Ted Godbout | 5/31/2023
Another blockbuster deal was announced Wednesday. Franklin Resources, the parent company of Franklin Templeton, entered into a definitive agreement to buy Putnam Investments.
According... Read More
BY NAPA Net Staff | 5/23/2023
Global fintech leader Broadridge Financial Solutions announced that it is bringing its retirement and workplace services together under one unified brand name.
Now called Broadridge Retirement and... Read More
BY NAPA Net Staff | 5/22/2023
NFP recently announced that it has appointed Joel Shapiro as president of its Retirement division.
Shapiro has three decades of industry experience including 13 years in senior leadership roles... Read More
BY Ted Godbout | 5/19/2023
James Gorman, who has served as CEO of Morgan Stanley since 2010 and Chairman since 2012, told shareholders at the firm’s annual shareholder meeting on Friday that he intends to step down from firm... Read More
BY NAPA Net Staff | 5/17/2023
As part of its continued growth in the U.S., Vontobel Asset Management announced that it has hired Peter Whitman to join the U.S. Intermediary team and lead its sub-advisory efforts.
Whitman... Read More
BY NAPA Net Staff | 5/16/2023
JULY Business Services announced that it has entered into an agreement with Heartland Financial USA subsidiary Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (HTLF) to... Read More
BY Ted Godbout | 5/11/2023
Fintech 401(k) platform provider Vestwell announced its further expansion to serve the financial advisor industry through new key industry partnerships and integrations.
According to the firm’s... Read More
BY Ted Godbout | 5/8/2023
Billed as an effort to work together to ensure all people feel prepared to retire, October Three Consulting and Retirement Learning Center (RLC) jointly announced October Three’s acquisition of RLC... Read More
BY NAPA Net Staff | 4/14/2023
Further strengthening its benefits capabilities, OneDigital announced that it has acquired the Sequoyah Group, located in Knoxville, TN.
With the addition of Sequoyah, OneDigital will serve... Read More
BY NAPA Net Staff | 4/11/2023
OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, announced that it has acquired Huntington National Bank’s 401(k) advisory and... Read More
BY NAPA Net Staff | 3/31/2023
Andy Sieg is heading back to Citigroup, while Lindsay Hans and Eric Schimpf have been appointed presidents and co-heads of Merrill Wealth Management, reporting to Bank of America Chair and Chief... Read More
BY NAPA Net Staff | 3/30/2023
As part of an ongoing effort to create strategic growth, July Business Services (JULY) has entered into an acquisition transaction with New Jersey-based Turning Point Associates, the firm announced... Read More
BY NAPA Net Staff | 3/27/2023
Bringing decades of experience, Wayne Park has been appointed the head of John Hancock Retirement’s U.S. retirement plan and recordkeeping business with accountability for all aspects of the... Read More
BY NAPA Net Staff | 3/23/2023
Carlo Guerrera has joined Pentegra as Director, National Accounts, focusing on developing the firm’s strategic level enterprise and advisory relationships, according to an announcement.
He will... Read More
BY NAPA Net Staff | 3/21/2023
July Business Services (JULY) has entered into an acquisition transaction with Colorado-based Digital Retirement Solutions (DRS), bringing the two teams together for growth and opportunity, according... Read More
BY NAPA Net Staff | 3/1/2023
Vestwell announced that its small plan 401(k) and 403(b) solutions will now be available to thousands of advisor clients of RBC Clearing & Custody (RBC C&C).
According to the firm’s... Read More
BY NAPA Net Staff | 2/22/2023
TIAA has named Tara Latini to serve as Executive Vice President and Head of Wealth Distribution for the firm’s Wealth Management business. The financial services executive, whose career has spanned... Read More
BY NAPA Net Staff | 2/16/2023
The White Plains, NY-based firm announced that it is expanding its leadership team, with the addition of two new Vice Presidents—Paula C. Edmonds, Vice President, Trust Services, and Jeremy Lawson,... Read More
BY NAPA Net Staff | 2/13/2023
Steve Chipman has been appointed President of Transamerica Financial Advisors, Inc. (TFA), according to an announcement by the firm’s parent-company Transamerica.
He will report to Todd... Read More
BY NAPA Net Staff | 2/7/2023
OneDigital Investment Advisors has added to its retirement plan consulting and wealth management practice with the pickup of Florida Pension Group (FPG) based in St. Johns, FL.
The acquisition... Read More
BY NAPA Net Staff | 2/1/2023
Morningstar Investment Management and Plan Administrators, Inc. (PAi) have announced the launch of the Morningstar ESG Pooled Employer Plan (PEP) designed to select funds that limit exposure to... Read More
BY NAPA Net Staff | 1/25/2023
In further consolidation of the wealth management space, Cetera Financial Group has entered into a definitive agreement to acquire the retail wealth business of the Securian Financial Group.
Under... Read More
BY NAPA Net Staff | 1/17/2023
BlackRock and Human Interest have announced that they are joining forces to expand access to retirement plans to small and medium-sized businesses (SMBs) across the United States.
According to the... Read More
BY NAPA Net Staff | 1/11/2023
With an eye towards increasing its strategic focus on priority markets, Securian Financial announced several leadership promotions and a new hire, including the promotion of Sid Gandhi to executive... Read More
Recent Comments