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.
Blog
A Balanced Cascadia RIA Joins GRPAA
Submitted by GRP Advisor Alliance on March 21st, 2018An 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).
In Virginia, a Three-Person Team Climbs Aboard With GRPAA
Submitted by GRP Advisor Alliance on March 1st, 2018A 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.
GRP Wins Over a 15-Person Wisconsin Team
Submitted by GRP Advisor Alliance on February 21st, 2018A Midwestern employee benefits firm's 401(k) plan advisor (KPA) arm recently aligned with Global Retirement Partners (GRP).
GRP Advisor Alliance's Announces Launch of RETIREMENT ADVISORS EDGE Program
Submitted by GRP Advisor Alliance on January 10th, 2018A new program enabling you to competitively scale down market in a fee-based capacity reducing risk for both you and your clients!
GRPAA Partners With Proven Industry Vet As ‘Demand Generation’ Partner
Submitted by GRP Advisor Alliance on January 10th, 2018MARKET INSIGHT DATA | PROSPECT DEVELOPMENT | SALES PIPELINE DEVELOPMENT
For businesses with lean resources in competitive markets, Strategy | Expediters is your one-stop demand generation partner to grow sales with customers and prospects.
GRPAA & Financial Finesse Translate the Financial Learning Center into ESPAÑOL!
Submitted by GRP Advisor Alliance on November 8th, 2017Together 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 joins GRP, Hays Financial Group; Dream Team Reconvenes
Submitted by GRP Advisor Alliance on November 1st, 2017Jim 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.
Benefits Innovator John Beh Joins GRP and Peete & Associates
Submitted by GRP Advisor Alliance on October 17th, 2017By 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.
Another $500MM Retirement Specialist Joins Global Retirement Partners
Submitted by GRP Advisor Alliance on October 9th, 2017Global 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.
