NFP announced the acquisition of Fiduciary Investment Advisors LLC. Morgan Stanley won U.S. antitrust approval for its acquisition of E*Trade Financial Corp. Birmingham is joining LPL Financial. Docupace is announcing the availability of a suite of Digital Adoption Bundles that lower the cost of and barriers to digitizing operations. Chalice Network™ is waiving its annual membership fee to provide immediate access to discounted, affordable healthcare insurance options. AdvisorPeak announced Operation Rebalance platform free of charge through the end of the 2nd Quarter 2020. Envestnet’s board has named William Crager CEO.
Chalice Network™, an online member-based digital marketplace for independent, small and midsized business owners, is waiving its annual membership fee to provide immediate access to discounted, affordable healthcare insurance options.
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NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits, institutional investment consulting, retirement, and individual solutions, announced the acquisition of Fiduciary Investment Advisors LLC (FIA), in a transaction that closed on April 1, 2020.
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Envestnet’s board has named William Crager CEO, some six months after the platform provider’s co-founder and leader Jud Bergman was killed in a car accident. Crager, who became interim CEO in October, first worked with Bergman to start the Chicago-based company in 1999 and has been its president since 2002.
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Morgan Stanley won U.S. antitrust approval for its $13 billion acquisition of discount brokerage E*Trade Financial Corp., according to a person familiar with the matter.
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A Birmingham, Ala.-based team with about $375 million in brokerage, advisory and retirement plan assets is joining LPL Financial, which marks another recruitment for the nation’s largest independent broker/dealer in the midst of the spread of COVID-19.
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Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower the cost of and barriers to digitizing operations.
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AdvisorPeak announced Operation Rebalance, a platform experience designed to provide investment advisors full use of AdvisorPeak’s trading and rebalancing platform free of charge through the end of the 2nd Quarter 2020.
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