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 the successful acquisition of several financial firms ... Read More
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., 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
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
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
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
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
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
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
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
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