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Top News In திசைகாட்டி நிதி கூட்டாளர்கள் Today - Breaking & Trending Today

The future, as elite retirement plan advisers say they see it

The Retirement Research Center surveyed retirement plan advisers, half of whom had more than $300 million in DC assets under advisement. ....

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New trustees named to the WSSU and UNCSA boards


An actor, business executives, an award-winning costume designer and several alumni are among the new members of the governing boards of Winston-Salem s two state universities.
The UNC Board of Governors on Friday appointed four members to the boards of trustees at both Winston-Salem State University and UNC School of the Arts. New and returning members will serve four-year terms starting July 1.
Here s a glance at the appointments:
Winston‐Salem State
The WSSU board got one new and three returning members.
• Bill Miller Jr. will be the lone new trustee. Miller recently retired as chief operating officer for supply chain management and procurement at the real estate services firm Jones, Lang, LaSalle. He earned his bachelor s degree in accounting from Winston-Salem State and is the chairman of the Winston‐Salem State University Foundation. He ll replace David Smith, who was appointed in 2017. ....

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Marsh & McLennan Agency Acquires Compass Financial Partners


Posted on
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Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed.
A nationally recognized leader in the sector, Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan assets exceed $14 billion. Additionally, the company provides private wealth management and financial planning services to select individuals and families.
Compass colleagues will continue to work under the leadership of founders and Managing Partners Kathleen Kelly and George Hoyle. Ms. Kelly also will join MMA’s National Retirement Strategy Team and lead the Retirement Services Practice for the Mid-Atlantic region. ....

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Marsh & McLennan Agency sets sights on Compass Financial


Marsh & McLennan Agency sets sights on Compass Financial
Getty Images/iStockphoto
Marsh & McLennan Agency, White Plains, N.Y., said Tuesday it had acquired Compass Financial Partners, a retirement consulting and investment advisory firm based in Greensboro, N.C.
Terms were not announced for the acquisition that closed Dec. 31.
The Compass acquisition adds more than $14 billion in managed retirement assets to Marsh & McLennan Agency s approximately $50 billion in retirement assets under advisement, Christine McDonough, a Marsh & McLennan Agency spokeswoman, wrote in an email.
Marsh & McLennan Agency also provides a variety of other products such as commercial insurance, casualty insurance and employee benefits to middle market businesses and individuals in North America. Marsh & McLennan Agency is a subsidiary of Marsh & McLennan Cos. ....

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