TD Ameritrade Institutional has announced the launch of Veo One, a software platform designed to allow advisors to bring their existing Veo Integrated applications onto a single platform, gaining a... Read More
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BY NAPA Net Staff | 1/23/2015
Broadridge Financial Solutions has signed an agreement to acquire the trade processing business of the Wilmington Trust Retirement and Institutional Services (WTRIS) unit of M&T Bank, the firm... Read More
BY NAPA Net Staff | 1/20/2015
Pershing LLC, a BNY Mellon company, announced Jan. 20 the rollout of its Retirement Plan Network, a new solution to help broker-dealers, investment advisors and RIAs grow their retirement plan... Read More
BY NAPA Net Staff | 1/20/2015
Plan Administrators Inc. (PAi) announced Jan. 14 the “takeoff” of “Co-Pilot 401k,” a full-scope plan created to help participants chart a smooth course toward retirement and... Read More
BY NAPA Net Staff | 1/16/2015
For the fourth consecutive year, Putnam Investments has been named the sole recipient of the “Total Client Experience” award from DALBAR Inc., the industry-leading financial services... Read More
BY NAPA Net Staff | 1/15/2015
Pentegra Retirement Services announced Jan. 12 that it will make available a new lifetime retirement income product in conjunction with Hueler Income Solutions®. According to Pentegra,... Read More
BY NAPA Net Staff | 1/14/2015
A new, taxpayer-unfriendly rule regarding IRA rollovers took effect as the calendar rolled over to a new year. Starting on Jan. 1, 2015, if an IRA rollover occurs from one IRA, the IRA owner can... Read More
BY NAPA Net Staff | 1/13/2015
The Pension Resource Institute, LLC announced Jan. 6 it has added Snowden Capital Advisors, LLC (d.b.a. Snowden Lane Partners), a New York-based investment advisor, and Snowden Account Services, Inc... Read More
BY NAPA Net Staff | 1/12/2015
John Hancock Retirement Plan Services announced Jan. 8 that it has hired Steve Davis as divisional vice president, responsible for sales and sales management in the Mid-Atlantic region. Davis, an... Read More
BY NAPA Net Staff | 1/9/2015
MassMutual’s Retirement Services has added three Managing Directors (MDs) to support sales of DC plans in the government market. The new hires, who report to Bill Abramowicz, Divisional VP,... Read More
BY NAPA Net Staff | 1/8/2015
Pentegra Retirement Services announced Jan. 7 the promotion of Jake Linney, QPA, QPFC, ERPA, to Regional Director for the firm’s qualified plan sales. Linney will lead the company’s... Read More
BY NAPA Net Staff | 1/7/2015
Pioneer Investments has announced two new senior hires to lead its U.S. Intermediary Distribution and Marketing and Product Development units. Mark Spina has been named EVP and head of U.S.... Read More
BY NAPA Net Staff | 12/29/2014
The Center for Due Diligence (CFDD) has ceased operations and closed its doors. On Dec. 25, the CFDD’s website was replaced with a farewell message from CFDD president Phil Chiricotti;... Read More
BY NAPA Net Staff | 12/29/2014
Have you voted for your favorite DC wholesaler yet? Only a couple of days remain — the voting period for NAPA's 2015 DC Wingmen list of the top wholesalers ends on Wednesday the 31st. If... Read More
BY NAPA Net Staff | 12/23/2014
In my last post, I discussed why I believe advisors and investors should approach alternative investments much like a jigsaw puzzle and offered an organizing framework that can help. When putting... Read More
BY NAPA Net Staff | 12/23/2014
The SEC has settled its case with investment management firm F-Squared Investments, which has admitted wrongdoing in the case. The SEC announced Dec. 22 that F-Squared, described in the settlement as... Read More
BY NAPA Net Staff | 12/23/2014
Lincoln Financial Distributors has appointed Tad Fifer national sales manager responsible for distribution of Lincoln’s annuity solutions, the firm announced Dec. 17. Fifer will report to John... Read More
BY Fred Barstein | 12/22/2014
In a sign that the DCIO market is maturing, recent research from Ignites (subscription or free registration required) shows that hiring today and in the future will be focused on internal... Read More
BY NAPA Net Staff | 12/18/2014
Chris Schneeman, president of SevenHills Benefit Partners, St. Paul, Minn., recently announced that his firm has reached an agreement to join Pensionmark Retirement Group. SevenHills will be... Read More
BY NAPA Net Staff | 12/17/2014
Chicago-based institutional retirement and investment consulting firm Blue Prairie Group has added Jere Cowden and Mark Muto to lead its Pittsburgh office as part of its advisor affiliate program.... Read More
BY NAPA Net Staff | 12/16/2014
Nearly half of Americans retire earlier than expected, yet retirees overwhelmingly report that they are enjoying themselves and discovering that pre-retirement fears of boredom, financial insecurity... Read More
BY NAPA Net Staff | 12/12/2014
DC Wingmen voting opened last week with a huge surge. Thanks to all of you who voted — and a reminder to those who haven’t done so yet that time is running out. If you think your local... Read More
BY Walter Davis | 12/11/2014
Every summer my family and I go on a vacation to the beach. While there, my wife buys a big jigsaw puzzle for us to work on. Every year, we feel overwhelmed immediately after she dumps out all 1,000... Read More
BY NAPA Net Staff | 12/10/2014
Wells Fargo’s Wealth, Brokerage and Retirement (WBR) division announced on Dec. 3 the launch of Wells Fargo Investment Institute (WFII). According to the announcement, the WFII brings together... Read More
BY NAPA Net Staff | 12/10/2014
Massachusetts Mutual Life Insurance Company won two awards at the 2014 ContactCenterWorld Global Top Ranking Performers Best Practices Conference, the firm announced Dec. 3. MassMutual was named to... Read More
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