Browsing Tag
retirement planning
12 posts
Institutional crypto adoption widens as Delaware Life Insurance Company rolls out Bitcoin-exposed fixed indexed annuity
Discover how Delaware Life Insurance Company is redefining retirement products with the first fixed indexed annuity offering Bitcoin-linked upside and capital protection.
Sequoia Financial to acquire Carlson Capital Management, adding $3.8bn in client assets
Sequoia Financial Group, LLC is set to acquire Carlson Capital Management, LLC in a landmark deal that will…
WealthCreate accelerates national growth with multi-state financial firm acquisitions
In a bold move signaling significant growth, WealthCreate, a leading financial planning practice headquartered in Houston, has announced…
Georgia Safe Retirement Planners launches new office in Roswell, Georgia
Georgia Safe Retirement Planners is celebrating the grand opening of its new office located at 1124 Canton St.,…
Soltis Investment Advisors secures strategic investment from Estancia Capital Partners and LLR Partners to accelerate growth
In a pivotal development for the wealth management industry, Soltis Investment Advisors, a distinguished Registered Investment Adviser managing…
Allianz Life unveils new accumulation-focused annuities to enhance retirement savings
Allianz Life Insurance Company of North America (Allianz Life) has expanded its portfolio with the introduction of the…
WealthWise Financial Services expands in Texas with strategic acquisition
WealthWise Financial Services, renowned for its integrative wealth management approach tailored to business owners, executives, and female investors,…
PensionBox, Pocket HRMS forge partnership to transform pension management in India
PensionBox, a trailblazing online pension solutions platform, is thrilled to announce a strategic partnership with Pocket HRMS, a…
Aon Plc announces $13.4bn acquisition of NFP to expand market reach
Aon plc (NYSE: AON), a global leader in professional services, has made a strategic move to acquire NFP,…
Hub International expands in Florida with acquisition of AM Insurance Services of Miami
Find out how Hub International is strengthening its Florida footprint with the acquisition of AM Insurance Services of Miami.