trending Market Intelligence /marketintelligence/en/news-insights/trending/kzcvbtbwbss0srvtum9cwq2 content
Log in to other products

Login to Market Intelligence Platform


Looking for more?

Contact Us
In This List

Qualified Plan Advisors expands into Texas, hires retirement team

Banking Essentials Newsletter - November Edition

University Essentials | COVID-19 Economic Outlook in Banking: Rates and Long-Term Expectations: Q&A with the Experts

Estimating Credit Losses Under COVID-19 and the Post-Crisis Recovery

StreetTalk – Episode 70: Banks' Liquidity Conundrum Could Fuel M&A Activity

Qualified Plan Advisors expands into Texas, hires retirement team

Qualified Plan Advisors expanded into Houston and appointed Robert Massa to serve as managing director and head of Houston operations.

Additionally, the company entered into a strategic partnership with the retirement plan practice of Ascende Wealth Advisers Inc., a division of EPIC Insurance Brokers and Consultants.

Under this agreement, Qualified Plan Advisors will provide services to Ascende Wealth retirement clients and the former hired the latter's retirement practice employees as of Jan. 1.

The agreement will add approximately $4 billion in assets under advisement to Qualified Plan Advisors, as well as a West Coast and Northern California presence.