Federal rules on the fiduciary responsibility of financial advisors to pension plans should be proposed by the U.S. Department of Labor within the next couple of months, a department official said ...

CLEVELAND, July 5, 2023 /PRNewswire/ -- CBIZ, Inc. (CBZ) ("the Company"), a leading provider of financial, insurance and advisory services, announced today that it has acquired American Pension ...

Captrust Financial Advisors has acquired Patriot Pension Advisors, a Foxborough, Massachusetts-based firm overseeing more than $900 million worth of pension plan assets. The deal, announced Wednesday, ...

FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more. FIS, a global financial services technology firm, has ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

SAN FRANCISCO--(BUSINESS WIRE)--RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the launch of Pension & Wealth Management Advisors’ (PWMA) Portfolio ...

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says. CAPTRUST Financial Advisors reported today in a statement ...

Selectapension has launched a tool to help financial advisers show clients if there is a simpler way to achieve their savings goals without transferring out their defined benefit (DB) pension. The ...

Adviser veteran Andy Kirby has created a series of videos to educate clients about pension transfers before they even see a financial adviser. Called the Final Salary Portal for Advisers, the service ...

CHICAGO, Dec. 19, 2024 (GLOBE NEWSWIRE) -- RCP Advisors, a private equity investment firm that provides access to North American small buyout fund managers through primary funds, secondary funds, and ...

Corporate pension funds are feeling the heat after the fits and starts of the Trump administration’s tariff policies sparked radical market swings, including some of the biggest one-day moves of the ...

CBIZ Inc. said it has acquired American Pension Advisors (APA) of Indianapolis in what amounts to the company's fourth acquisition so far in 2023. Financial terms of the deal, which was effective July ...