Browsing Tag
strategic partners
5 posts
Lincoln Financial, Bain Capital Launch New Private Market Fund
The Lincoln Bain Capital Total Credit Fund will provide individual investors access to private credit
September 12, 2025
401GO Expands Service Offerings with Apex Fintech Solutions Collaboration
Strategic partnership announced today paves way for expansion of retirement and investment services
April 29, 2025
Creative Planning Inks Strategic Custody Deal with Goldman Sachs Advisor Solutions
New custody relationship means independent wealth management firm gets access to Goldman Sachs’ expansive range of capabilities
July 24, 2023
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera
July 20, 2023
BlackRock Invests in Human Interest
Infusion will help the SMB-focused 401(k) provider expand access to retirement plans for working Americans
January 13, 2023