Jon Upham News Today

/PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nations leading independent RIA firms, announced it has acquired Palmer Retirement...

/PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nations leading independent RIA firms, today announced the commencement of the next phase of...

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and more.

/PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nations leading independent RIA firms, announced Sarah Parker has joined as a Retirement Plan...

SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern states; and more.

/PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nations leading independent RIA and retirement advisory firms, announced today it has hired...

/PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nations leading independent RIA firms, announced today that kPlans Investment Services Inc....

Los Angeles-area investment firm becomes fifth group to join SageView since launch of new M&A growth strategy.

Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.

Aquiline Capital Partners Takes Majority Control of SageView Advisory Group Posted on 01/05/2021 Aquiline Capital Partners LLC, founded in 2005, is a private investment firm based in New York and London investing in businesses across the financial services sector in financial technology, insurance, investment management, business services, credit and healthcare. Aquiline Capital Partners made a strategic investment in SageView Advisory Group, a retirement planning and wealth management firm, fo...