NFP, an insurance broker and retirement consultant, has acquired Pension Solutions Inc., a Cleveland, Ohio-based a registered investment adviser that advises on about $1.1 billion in assets for 150 retirement plans. Terms of the acquisition, which closed Dec. 31, were not disclosed.
Pension Solutions, which was founded in 1999, is the parent of AdviseMe National Advisors.
David Krasnow and Beth Krasnow, principals of Pension Advisors, will join NFP as senior vice presidents in its central region.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
