CHICAGO, Aug. 27, 2020 /PRNewswire/ — LaSalle St., a household of wealth administration companies encompassing impartial broker-dealer and registered funding adviser (RIA) platforms, right this moment introduced the recruitment of Retirement Companies Group, a Northbrook, Illinois-based agency specializing in revenue sharing and 401(ok) plans, which oversees roughly $625 million in property. The addition of Retirement Companies Group builds on a surge in fast-growing and modern monetary advisor groups becoming a member of LaSalle St. this yr.
Mark Contey, Senior Vice President of Enterprise Growth for LaSalle St., stated, “We’re thrilled that Retirement Companies Group has joined the LaSalle St. household. The group has lengthy stood out as an innovator in its subject for each plan sponsors and plan individuals. Our recruitment of Retirement Companies Group is a chief instance of how LaSalle St.’s nimble and complete residence workplace assist provides worth to a various array of practices. We’re dedicated to fostering a extremely responsive environment that enhances their long-term development potential.”
Retirement Companies Group was based in 1993 by Peter Kearney, who has greater than 25 years of expertise in wealth and funding administration and likewise serves on the American Funds Advisory Council. He has deep experience in every thing from clarifying a agency’s retirement plan targets and targets to serving to companies handle their relationships with plan suppliers.
Mr. Kearney works intently at Retirement Companies Group along with his colleague Jeff Kinzler, a monetary advisor who has 30 years of trade expertise. Mr. Kinzler focuses on working with people and enterprise homeowners in each the pre- and post-retirement phases of their lives. The agency was additionally very excited lately with the addition of Patrick Kearney to its group. Patrick, a 2016 graduate of the College of Notre Dame, will work throughout the apply to additional develop its consumer acquisition and servicing actions.
Retirement Companies Group gives a full vary of subtle and customised options for small and medium-size firms in want of revenue sharing and 401(ok) retirement plans. These embrace plan session and strategic design, annual funding evaluate and evaluation, schooling and promotion of plans to workers, in addition to administration and recordkeeping. Retirement Companies Group is an trade chief in maximizing plan participation and contribution charges whereas minimizing charges and bills.
Peter Kearney, President of Retirement Companies Group, stated, “Our resolution to affix LaSalle St. grew to become clear once we realized how vastly we might profit from open entry to senior administration, and from the extent of professionalism amongst residence workplace employees. The most effective groups in our subject leverage such benefits into distinctive retirement plan experiences for employers and workers. With LaSalle St. as our companion, we’ll turn into even higher at doing so for our shoppers. Through the present market upheaval, that is extra essential than ever.”
Dan Schlesser, LaSalle St.’s Senior Vice President and Chief Monetary Officer, stated, “We look ahead to serving to Retirement Companies Group, and each apply that joins us, attain new heights within the years to come back. That’s the reason now we have rolled out new choices for them this yr, comparable to our Zero-Charge M&A Mortgage Program and our Fund and Annuity Direct Assist Desk. Because of our sturdy stability sheet and personal possession construction, LaSalle St. is poised to speed up each our recruitment and the event of our assist infrastructure within the months forward.”
About LaSalle St.
LaSalle St. is a household of companies comprising LaSalle St. Securities, an impartial broker-dealer; LaSalle St. Funding Advisors, a SEC-registered funding adviser; and LaSalle St. Insurance coverage Companies, a supplier of annuity and insurance coverage merchandise. It has a singular mission of supporting the expansion and success of impartial monetary advisors throughout the nation. Based in 1974 and based mostly in Chicago, Illinois, LaSalle St. helps greater than 300 monetary advisors, has roughly $10 billion in complete consumer property and is registered in all 50 states. The LaSalle St. firms provide a variety of companies, together with brokerage, advisory, funding and insurance coverage. The agency clears primarily by means of Nationwide Monetary Companies, with custodial companies by means of NFS mum or dad Constancy Investments. For extra info, go to https://www.lasallest.com/
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SOURCE LaSalle St.