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
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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
BY NAPA Net Staff | 1/10/2023
Small business retirement provider Vestwell has announced a new partnership with the Carson Group that will allow advisors to seamlessly scale their small and midsize business (SMB) retirement plan... Read More
BY NAPA Net Staff | 1/9/2023
Carol Waddell is taking on broader responsibilities as president of a newly created organization within Empower that will deliver consumer wealth management services for individual investors,... Read More
BY NAPA Net Staff | 1/9/2023
Virginia-based The Ascent Group and affiliated companies were acquired by Alera Group, adding approximately $1.5 billion within Alera Group Wealth Services’ registered investment advisor (RIA)... Read More
BY NAPA Net Staff | 1/5/2023
The Standard Insurance Company has announced a new stable value investment product—The APEX Series—that offers four fund options and competitive guaranteed rates through June 2023.
The APEX Series... Read More
BY NAPA Net Staff | 1/4/2023
Pentegra’s Board of Directors has announced that Eric Wietsma will succeed John E. Pinto as President and CEO, following Pinto’s retirement at the end of June 2023. Wietsma currently serves as Senior... Read More
BY NAPA Net Staff | 12/21/2022
Wilmington Trust, N.A. has announced an agreement with private equity firm Madison Dearborn Partners, LLC (MDP) under which funds affiliated with MDP will acquire Wilmington Trust's Collective... Read More
BY NAPA Net Staff | 12/20/2022
Arthur J. Gallagher & Co. has announced an agreement to acquire the partnership interests of BCHR Holdings, LP, dba Buck.
Buck is a provider of retirement, HR and employee benefits... Read More
BY NAPA Net Staff | 12/7/2022
Mariner Wealth Advisors announced that it will acquire San Jose, CA-based Hayes Financial, Inc. and its $325 million in assets under advisement. The acquisition—Mariner Wealth’s eighth deal to close... Read More
BY Ted Godbout | 11/23/2022
The American Retirement Association (ARA) is calling on the Department of Labor (DOL) to make changes to its proposed amendments to the QPAM exemption, arguing that, as currently drafted, the... Read More
BY NAPA Net Staff | 11/17/2022
The venture arm for “socially responsible” FinTech has announced its first portfolio company.
The entity is Rayze—founded by NFL player Carl Nassib—which claims to be “transforming the charitable... Read More
BY Nevin E. Adams, JD | 11/11/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY Nevin E. Adams, JD | 11/7/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY NAPA Net Staff | 11/3/2022
OneDigital Investment Advisors has just announced its seventh wealth management firm acquisition of 2022.
According to a press release, OneDigital has now acquired New Jersey-based JFL Total... Read More
BY NAPA Net Staff | 11/1/2022
Allianz Life’s latest guaranteed lifetime income product—Allianz Lifetime Income+ Annuity with the Lifetime Income Benefit—is now available in defined contribution plans nationwide, according to an... Read More
BY NAPA Net Staff | 10/20/2022
CAPTRUST Financial Advisors (CAPTRUST) has announced the addition of Patriot Pension Advisors (PPA) based in Foxborough, Massachusetts.
Founded in 2002, PPA supports sponsors of retirement plans,... Read More
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