WealthCreate accelerates national growth with multi-state financial firm acquisitions

Pallavi Madhiraju- August 30, 2024 0

In a bold move signaling significant growth, WealthCreate, a leading financial planning practice headquartered in Houston, has announced the successful acquisition of several financial firms ... Read More

Georgia Safe Retirement Planners launches new office in Roswell, Georgia

Pallavi Madhiraju- June 17, 2024 0

Georgia Safe Retirement Planners is celebrating the grand opening of its new office located at 1124 Canton St., Roswell, Georgia. As a prominent retirement planning ... Read More

Soltis Investment Advisors secures strategic investment from Estancia Capital Partners and LLR Partners to accelerate growth

Pallavi Madhiraju- June 8, 2024 0

In a pivotal development for the wealth management industry, Soltis Investment Advisors, a distinguished Registered Investment Adviser managing over $9 billion in client assets, has ... Read More

Allianz Life unveils new accumulation-focused annuities to enhance retirement savings

Pallavi Madhiraju- March 19, 2024 0

Allianz Life Insurance Company of North America (Allianz Life) has expanded its portfolio with the introduction of the Allianz Accumulation Advantage+ Annuity, a new product ... Read More

WealthWise Financial Services expands in Texas with strategic acquisition

Pallavi Madhiraju- March 18, 2024 0

WealthWise Financial Services, renowned for its integrative wealth management approach tailored to business owners, executives, and female investors, has recently made headlines with the acquisition ... Read More

PensionBox, Pocket HRMS forge partnership to transform pension management in India

Pallavi Madhiraju- January 10, 2024 0

PensionBox, a trailblazing online pension solutions platform, is thrilled to announce a strategic partnership with Pocket HRMS, a leading provider of Human Resource Management Systems ... Read More

Aon Plc announces $13.4bn acquisition of NFP to expand market reach

Pallavi Madhiraju- December 22, 2023 0

Aon plc (NYSE: AON), a global leader in professional services, has made a strategic move to acquire NFP, a prominent middle market property and casualty ... Read More

AM Insurance Services of Miami acquired by Hub International

Pallavi Madhiraju- December 10, 2022 0

Hub International, an American insurance brokerage and financial services firm, said that it has acquired the assets of AM Insurance Services of Miami for an ... Read More

Hub acquires Florida-based Leading Edge and affiliates

Pallavi Madhiraju- November 9, 2020 0

Global insurance brokerage Hub International has acquired the assets of Leading Edge Benefit Advisors, Raimey, Leading Edge Human Resource Services, Leading Edge Companies, Leading Edge ... Read More

Hub International acquires Perennial Pension and Wealth

Pallavi Madhiraju- September 23, 2019 0

Global insurance brokerage Hub International has acquired the assets of Perennial Pension and Wealth, an independent financial services company, for an undisclosed price, as per ... Read More