Wells Fargo & Company has entered into a definitive agreement to sell Wells Fargo Asset Management (WFAM)—including the business of acting as trustee to its collective investment trusts and all... Read More
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Service Providers
BY NAPA Net Staff | 2/16/2021
CAPTRUST Financial Advisors announced Feb. 16 that Cammack Retirement Group has joined the firm.
With $154 billion in assets under advisement (AUA), the addition of Cammack Retirement elevates... Read More
BY NAPA Net Staff | 2/10/2021
To enhance its plan participants’ online experience, Transamerica is offering a new way to notarize an array of documents without leaving home.
Through a collaboration with Notarize,... Read More
BY NAPA Net Staff | 2/2/2021
Prudential Retirement has unveiled Advice and Income Engines at Prudential, a next-generation digital managed advice platform powered by NextCapital.
Advice and Income Engines will provide... Read More
BY NAPA Net Staff | 1/28/2021
To better help companies and investors enhance their ESG programs, Broadridge Financial Solutions and sustainable investment advisory firm Third Economy have launched an ESG Advisory Service.... Read More
BY NAPA Net Staff | 1/27/2021
Nearly 50 pooled employer plans have now been registered with the Labor Department—now including the nation’s biggest recordkeeper.
Last week Fidelity registered its PEP, “Fidelity Advantage 401(k... Read More
BY NAPA Net Staff | 1/27/2021
Transamerica is expanding its mid-market retirement sales team with the addition of a new territory dedicated solely to West Virginia, along with filling two sales positions.
Kevin... Read More
BY NAPA Net Staff | 1/13/2021
The Lincoln Financial Group has added an Advisor Managed Accounts service that seeks to build on innovations in custom asset allocation products to support financial professionals’ and plan... Read More
BY NAPA Net Staff | 1/8/2021
Securian Financial, through a collaboration with BenefitEd, is making a suite of education benefits available to its workplace retirement plan customers.
The benefits include employer-... Read More
BY Ted Godbout | 1/7/2021
Truist Financial Corporation announced Jan. 6 that it has sold its institutional 401(k) investment advisory services business to OneDigital Investment Advisors (OneDigital), and has signed... Read More
BY NAPA Net Staff | 1/6/2021
The forthcoming offering will combine Franklin Templeton’s proprietary Goals Optimization Engine (GOE) methodology with Vestwell’s recordkeeping infrastructure to create an entirely digital, open-... Read More
BY NAPA Net Staff | 1/5/2021
PCS Retirement, LLC has announced the acquisition of Alliance Benefit Group–Rocky Mountain (ABGRM).
PCS Retirement partners with financial advisors and TPAs to provide recordkeeping services... Read More
BY NAPA Net Staff | 12/15/2020
There’s a new platform designed to help advisors conduct RFPs, negotiate services, conduct pricing discussions, and evaluate changes in products and investments—and it’s free to NAPA members.
The... Read More
BY NAPA Net Staff | 12/15/2020
Maintaining multiple retirement plans can be a time-consuming and confusing process, but OneAmerica’s ComboPlan solution allows plan sponsors of tax-exempt organizations to administer multiple plans... Read More
BY NAPA Net Staff | 12/14/2020
The firm, known for its LeafHouse Financial investment fiduciary business, has launched investGrade—a new technology platform it says is “capable of aggregating all things data.”
According to a... Read More
BY NAPA Net Staff | 12/11/2020
Franklin Templeton has partnered with Bambu and Apex Clearing to launch a new, turnkey robo-advisor dubbed Tango, designed to empower advisors to provide personalized, goals-based wealth management... Read More
BY NAPA Net Staff | 12/9/2020
The Lincoln Financial Group is aligning its Retirement Plan Services and Group Benefits business lines to form a broader Workplace Solutions group to serve the employer market, according to a Dec. 8... Read More
BY NAPA Net Staff | 12/8/2020
Nationwide has introduced Nationwide Indexed Principal Protection, an in-plan group fixed indexed annuity, the first of a planned suite of in-plan annuities that will be launched over the course of... Read More
BY NAPA Net Staff | 12/7/2020
Fidelity Institutional has updated its Wealthscape advisor technology platform, including enhancements to its digital onboarding capabilities and more digital service functionality, according to an... Read More
BY NAPA Net Staff | 11/23/2020
A firm that calls itself “the first licensed Registered Investment Advisor for Bitcoin and Digital Assets”[i] has launched what it says is the “first ERISA compliant employer-sponsored 401(k)... Read More
BY NAPA Net Staff | 11/20/2020
The Mesirow Retirement Advisory Services (RAS) group is partnering with Newport Group to offer a new Pooled Employer Plan (PEP) in 2021.
According to the announcement, Mesirow’s RAS professionals... Read More
BY NAPA Net Staff | 11/19/2020
Commonwealth Financial Network has launched its first digital platform focused exclusively on fostering connections among advisors affiliated with the firm.
According to the... Read More
BY NAPA Net Staff | 11/18/2020
In gearing up for the SECURE Act’s pooled employer plans (PEPs) to become available next year, Principal Financial Group is teaming up with other service providers to offer a PEP that aims to... Read More
BY NAPA Net Staff | 11/17/2020
Retirement plan and fiduciary outsourcing provider Pentegra announced Nov. 16 that Bruce D. Harrington has joined the organization as Vice President, Strategic Development.
Harrington will direct... Read More
BY NAPA Net Staff | 11/16/2020
With assets in managed accounts expected to reach $11 trillion by 2023, Fidelity Institutional announced the launch of a comprehensive wealth management platform to help firms and their... Read More
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