Search Results for: retirement nationwide

KKR Announces Sale of Chicago Industrial Warehouse Portfolio
Investments News

KKR Announces Sale of Chicago Industrial Warehouse Portfolio

Fintech News Desk
by Fintech News Desk0
KKR, a leading global investment firm, announced that KKR has sold a portfolio of distribution properties located in Chicago to a global investment manager. The portfolio consists of 13 assets with approximately 1.7 million square feet (SF) of warehouse space and average clear heights of 24 feet. The properties are......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
AmeriLife Announces Strategic Investment from Genstar Capital
Investments News

AmeriLife Announces Strategic Investment from Genstar Capital

Fintech News Desk
by Fintech News Desk0
Renowned private equity firm’s joint partnership with Thomas H. Lee Partners will expand AmeriLife’s suite of services and offerings, and further accelerate growth for the nation’s leading distributor of health and financial solutions AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and......
Callodine Commercial Finance Announces CFO, COO & CCO Transition
Finance News

Callodine Commercial Finance Announces CFO, COO & CCO Transition

Fintech News Desk
by Fintech News Desk0
– Current CFO, COO & CCO, Oz Street, to retire after 30 year career – Stephen Rainville to join the firm as incoming CFO, COO & CCO Callodine Commercial Finance announced that the Company’s current Chief Financial Officer, Chief Operating Officer and Chief Compliance Officer, Oz Street, will retire after 15 years......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
LGBTQ+ Community Falling Behind on Financial Security
Finance News

LGBTQ+ Community Falling Behind on Financial Security

Fintech News Desk
by Fintech News Desk0
New study: Only half of LGBTQ+ individuals report feeling confident in their ability to save for retirement LGBTQ+ Americans are less likely to be on track to meet their financial goals, have the capacity to absorb unexpected expenses, or feel confident in their ability to save for retirement compared to......
Signature Bank Launches New National Business Line With Appointment of HBF Team
Banking Finance News

Signature Bank Launches New National Business Line With Appointment of Healthcare Banking and Finance Team

Fintech News Desk
by Fintech News Desk0
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry Signature Bank, a New York-based, full-service commercial bank, announced the launch of a new business line with the appointment of a nine-person Healthcare Banking and Finance (HBF) team. The new private client banking team will provide......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors
InsurTech Investment Services News

Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors

Fintech News Desk
by Fintech News Desk0
Nationwide Advisory VUL allows for management of funds within the product without a life license Nationwide has launched a new variable universal life (VUL) insurance product built specifically for fee-based investment advisors that allows for management of funds within the product without a life license. Nationwide Advisory Variable Universal Life is a......
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