More retirement plan advisers coverage » LPL and Independent Financial Partners lose $10 billion retirement group

October 23, 2018 by Greg Iacurci

Retirement Benefits Group, a multibillion-dollar advisory group focused on defined-contribution plans, is leaving LPL Financial and Independent Financial Partners early next year, according to a source familiar with the plans.

RBG — which had $10 billion and 55 retirement plan advisers as of year-end 2017, according to InvestmentNews data — is joining another registered investment adviser, Resources Investment Advisors Inc., in January 2019, said the source, who wished to remain anonymous.

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Originally Posted at InvestmentNews on October 18, 2018 by Greg Iacurci.