Dropbox Alum Joins GRPAA Home Office
Submitted by GRP Advisor Alliance on March 22nd, 2018Much like their network of retirement-focused advisors, the GRP Advisor Alliance home office continues to expand.
Much like their network of retirement-focused advisors, the GRP Advisor Alliance home office continues to expand.
An 11-year-old Cascadia RIA with more than $400 million in retirement plan assets and about 130 plans recently joined Bill Chetney's alliance of 401(k) plan advisors (KPAs).
A KPA shop in southern Virginia recently aligned with the GRP Advisor Alliance (GRPAA). Craig Stanley, head of the Summit Group 401(k) Consulting division of Summit Group of Virginia, confirms that the three-person division linked in with GRPAA last month. Summit, based in Virginia Beach, continues to align with Ameritas Investment Corp as its B-D and RIA.
A Midwestern employee benefits firm's 401(k) plan advisor (KPA) arm recently aligned with Global Retirement Partners (GRP).
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Together we have opened a whole new avenue for native Spanish speakers, representing more than 40 million people in the US today, to better their lives and their personal finances with the Spanish translation work we’ve completed in partnership with Financial Finesse.
Jim Miley is the newest member of Global Retirement Partners (GRP) and its retirement plan-focused advisor network. Jim will be joining his lifelong friend and former colleague Brian Whinnery at Hays Financial Group to create a retirement plan consulting dream team.
By way of strategic partnership, John Beh, president of the Iowa firm Beh Company, joins Global Retirement Partners (GRP) and Peete & Associates. Beh has found a great deal of success providing clients personalized and innovative investment options.
Global Retirement Partners (GRP) has added another new member to its retirement plan-focused advisor network, announcing Raffa Retirement Services as the newest edition to the group.