Ameritas Announces New PEO Retirement Plans Team
Ameritas announces new members of the retirement plans pooled employer sales and relationship management team. Brad Andelt has been named business development specialist. In this role,...
Tag : financial advisors
Zocks Launches AI Assistant for Life Insurance
Zocks helps turn first meetings into complete case packets, eliminating operational bottlenecks and accelerating time to issue Zocks, the privacy-first AI assistant for financial advisors,...
Concorde Relocates Headquarters to Boca Raton, Florida
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today plans to relocate its corporate headquarters from Ann...
BX Partners Debuts 12 Open-Architecture Portfolios on Nitrogen
BX Partners Launches 12 Open-Architecture Portfolio Models on Nitrogen Partner Store Stock-and-ETF blended portfolios deliver risk-adjusted performance through a nonproprietary structure BX Partners announced the...
Merit Financial Advisors Partners with TL Financial Group, Opens in Michigan
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating...
Prizm Partners with Holistiplan for Insurance Reviews
Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables...
First Rate Ventures Invests in bQuest to Transform Aging Care
First Rate Ventures, the corporate venture arm of First Rate, Inc., today announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for...
Sowell Management Partners with Capital Connect for M&A Services
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors Sowell Management, a leading Registered Investment Advisor (RIA) serving financial advisors...
First Command Supports Clients with Pay During Government Shutdown
First Command Financial Services, Inc. will provide direct deposit federal pay for clients as part of a comprehensive assistance program during the government shutdown. “First...
Advisor with $100M Assets Joins Ameriprise for Client Growth
Roy LeBlanc joins Azalea Wealth Management, an established Ameriprise practice led by Private Wealth Advisor David McKean Jr. Financial advisor Roy LeBlanc recently joined the independent channel...
IFA Partners with FutureVault to Launch Client Life Management Vaults
Through the CARES Process, IFA introduces a transformative digital vault experience to strengthen relationships between clients, advisors, and resource companies — Making Life Better For...
I Squared Capital Launches ISQ OpenInfra for Private Wealth Investors
I Squared Capital, a leading independent global infrastructure investment manager and the largest specialist mid-market infrastructure investor, today announced the launch of ISQ OpenInfra, a...
Former Ameriprise Advisors Launch Laurel Oak Wealth Mgmt
A team of five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new...
RISR, The College Partner to Upskill Advisors on Succession Planning
New partnership equips advisors with financial education and free access to RISR’s business insights, helping business owners plan successful exits and legacies RISR, a leading...
Patrick Funke & Associates Selects Commonwealth for Efficiency
The Phoenix-based practice lays the foundation for its next phase of growth, with a focus on retirement plans. Commonwealth Financial Network®, a national RIA dedicated...