Nice to meet you
Submitted by GRP Advisor Alliance on September 21st, 2018
Greetings,
Blog
A Not So Passive Way of Looking at Fixed Income Investing
Submitted by GRP Advisor Alliance on August 21st, 2018
Industry Vet, Jeff Kayajanian, Joins GRP Management Team
Submitted by GRP Advisor Alliance on July 31st, 2018
Financial Wellness Has Become a “Must Have” Employee Benefit
Submitted by GRP Advisor Alliance on July 25th, 2018
Collective Investment Trusts (CITs): What They Are and How They Can Benefit Your Retirement Savings.
Submitted by GRP Advisor Alliance on July 10th, 2018CITs* are pooled investment vehicles sponsored and maintained by a trust company who also serves as the trustee. While mutual funds are commingled investment vehicles maintained by an asset management company and are made available to retirement plans as well as individual investors, CITs are only offered to qualified retirement plans.
GRPAA Retirement Advisors Edge Crosses the $100M-Mark After Q1 Launch
Submitted by GRP Advisor Alliance on April 30th, 2018It’s only taken 90 days for GRP Advisor Alliance’s newest retirement plan solution, the Retirement Advisors Edge program, to aggregate over $100M in plan assets since its launch back in January.
GRP Financial Adds Another Seasoned Vet
Submitted by GRP Advisor Alliance on April 13th, 2018GRP Financials’ home office continues to expand, this time adding an industry veteran as their new Director of Risk Management. Sal Zambito, Chief Operations Office at the San Rafael, CA-based firm has confirmed that Don German, MBA has officially joined the retirement plan-focused RIA.
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.
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.
