Browsing Tag
401(k) Client Acquisition
217 posts
Cetera Buys $1.4 Billion RIA Firm
The acquisition of The Retirement Planning Group signals a serious move into the RIA space from Cetera
CAPTRUST Acquires Omega Wealth Partners
The deal with the Texas-based firm marks CAPTRUST's fourth acquisition in 2023
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)
401(k) Business Growth: Understanding Generational Shifts
Rebecca Hourihan explains why understanding the communication preferences and content consumption habits of each generation is essential for retirement plan advisors
Corporate Roundup: Franklin Templeton Moves; PSCA Signature Awards
Franklin Templeton brings in two new hires, Strongpoint Partners announces collaboration with RPA, and PSCA honors signature awards and lifetime achievement recipients.
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego
OneDigital Acquires Huntington 401(k) Advisory and Retirement Plan Servicing Business
The transaction brings $5.6 billion in retirement plan AUM and 1,300 employers to the OneDigital platform
Carlson Brothers of Retireholics Fame Launch Design Studio
Seventy5 Studios debuts as a new creative force in the financial services industry
OneDigital Expands to Arizona
Acquisition of 401K Resources and The Clear Group marks a milestone in firm’s planned national expansion