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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
February 22, 2007 at 12:29 PM
National Retirement Partners Inc. is in the process of acquiring Oberlin Financial Corp.
NRP, Capistrano Beach, Calif., is a company that is trying to build a large network of independent retirement advisors.
Oberlin Financial, Bryan, Calif., is a full-service broker-dealer.
The price of the deal was not available, but NRP says it hopes to close on the acquisition by March 15.
Oberlin Financial can support the sale of stocks, bonds, government bonds, options, real estate investment trusts and mutual funds as well as fixed and variable insurance products, NRP says.
Oberlin Financial also has 2 major clearing contracts along with a registered investment advisor operation that can allow the firm’s representatives to provide fee-based financial advisory and asset management services, NRP says.
NRP member firms that shift to Oberlin Financial will be able to offer fiduciary responsibility for plan sponsor investment advice, dealer concession payouts, rollover services for job changers and retirees, and retirement plan compliance supervision, NRP says.
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