Browsing Tag
401(k) Client Acquisition
217 posts
Corporate Roundup: NFP Acquires Divergent, T. Rowe Price Names CTO
NFP acquired Utah-based Divergent Wealth Advisors, T. Rowe Price welcomes new CTO, and more
Corporate Roundup: Toland Opens Annuity Practice; OneDigital Acquires $900M Firm
An annuity veteran announces new consulting practice while OneDigital acquires Triad Financial Advisors, and more
Cetera to Purchase Avantax for $1.2B
As a part of the acquisition, Fidelity will serve as a custodial partner for Cetera
Corporate Roundup: PASI Joins USRBP, Mercer Appoints CIO
U.S. Retirement & Benefits Partners announced its acquisition of Pension Administrative Services, Mercer appointed its latest chief investment officer, and more
Corporate Roundup: eMoney Adds Latest Features, The Standard Hires
eMoney Advisor announces enhancements to its plan summary report, The Standard brings in new directors to its retirement plan sales team, and more
Incentives Highlight Return of Transamerica ‘401(k)ares’ Campaign
Focused on middle market retirement business, renewed promotion to provide financial incentives through remainder of 2023
Goldman Sachs Sells Wealth Advisory Unit to Creative Planning
Goldman Sachs' executives say the sale will help the firm carry out its ultra-high net-worth wealth management and workplace growth strategy
Prudential, PGIM Serving Up Retirement Planning at US Open
Prudential Financial announces sponsorship deal with rookie pro Ethan Quinn, making his pro debut in the main draw at the tennis major starting Monday
Creative Planning Buys CTB Financial
The acquisition will help Creative Planning to provide tax-efficient investment strategies to its clients
Corporate Roundup: Cetera and Securian Financial Acquisition, Latest Products at The Standard
Cetera acquires the retail wealth and trust business of Securian Financial, The Standard announces new products to its recordkeeping platform, and more