Displaying 5 results
New DC aggregator appeals to independent RPAs
More RPAs are choosing to sell, in part to get referrals, especially if they are part of a benefits firm. But being part of a larger firm as an employee is not appealing to all.
Large advisory shops build custom target-date funds
The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.
NFP Securities casting wider net to bring in RIAs, hybrid advisers
NFP Securities Inc., which in the past has targeted its brokerage services to the insurance agencies and financial planning firms owned by its parent, National Financial Partners Corp., is re-branding itself to attract a broader base of hybrid advisers and registered investment advisers.
National Financial Partners acquires Fusion Advisor Network
National Financial Partners, a consolidator of insurance-brokerage and financial-planning firms, has acquired Fusion Advisor.
Fusion Advisor Network adds Medallion to roster of member firms
The Medallion Group of five independent investment advisory firms has joined the Fusion Advisor Network's partnership with NFP Securities Inc.
