NFP Offices Named to NAPA's List of Top Defined Contribution Multi-Office Firms
New York, NY (PRWEB) April 28, 2021 -- NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits,
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New York, NY (PRWEB) April 28, 2021 -- NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits,
LPL Financial Welcomes Financial Advisor Kip Adams and Team CHARLOTTE, N.C., April 14, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Kip Adams and his team have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with HUB Retirement and Wealth Management. Adams reported having served approximately $800 million in retirement plan, advisory and brokerage assets*. He joins LPL from Kestra Financial. Based in Fort Worth, Texas, Adams is the Retirement and Private Wealth practice lea...
Inside NAPA The National Association of Plan Advisors welcomed Alex Assaley, AIF, as its 2020-2021 President on April 9. Assaley is the Managing Principal and the Lead Advisor for Retirement Plans at AFS Retirement Services in Bethesda, MD. A second-generation financial advisor, he has been a plan advisor since 2005. Assaley has been named as one on NAPA’s Top Retirement Plan Advisors Under 40 since the list was launched in 2014. In 2012 he was named Employee Benefit Adviser magazine’s Retirement Advisor of the Year and 401kWire’s Top Retirement Plan Advisor of the Ye...
Grinkmeyer Leonard Financial Named as Top DC Advisor Teams by the National Association of Plan Advisors Share Article Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Association of Plan Advisors (NAPA) 2020 Top DC Advisor Teams list. BIRMINGHAM, Ala. (PRWEB) April 09, 2021 Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Associ...
NAPA Names Nation's Top DC Advisor Teams News provided by Share this article Share this article ARLINGTON, Va., April 6, 2021 /PRNewswire/ -- The National Association of Plan Advisors has named Spectrum Investment Advisors, located in Mequon, Wisconsin, to its list of top defined contribution (DC) advisor teams. For more information about Spectrum Investment Advisors, visit www.spectruminvestor.com. "Since their inception, NAPA's various industry lists have been a valuable Who's Who of who matters in the world of retirement plans and retirement plan advisors," noted Nevin Adams, Chief Conte...