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 across the United States. This expansion includes Texas-based Studemont Group Planning and Steadfast Wealth Strategies, Arizona-based McConnell Financial, California-based FMC Financial Group, and a segment of Ohio-based OneSeven’s book of […]
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 and financial advisory firm, Georgia Safe Retirement Planners brings a rich experience of 15 years to the residents of Roswell and surrounding areas. Offering a wide array of free services, […]
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 entered into a strategic partnership with Estancia Capital Partners and LLR Partners. This collaboration is set to inject a significant amount of growth capital into Soltis, further empowering their comprehensive […]
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 aimed at bolstering retirement savings. This fixed index annuity blends impressive accumulation potential with a premium bonus, showcasing Allianz’s commitment to innovative and flexible financial solutions. Additionally, the recent launch […]
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 of a Houston-based firm specializing in securities and investment. This move signifies WealthWise’s continued commitment to expansion within Texas, following the opening of its Dallas office—a strategic effort to capitalize […]
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 (HRMS) in India. This collaboration, featuring PensionBox’s innovative investment schemes, highlighted on Amazon Prime Video’s reality TV series ‘Mission Start Ab’, signifies a transformative moment in the landscape of pension […]
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 broker, benefits consultant, wealth manager, and retirement plan advisor. The deal, valued at an estimated $13.4 billion, will be funded through $7 billion in cash and $6.4 billion in Aon […]
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 undisclosed price. Based in Miami, AM Insurance Services is an insurance brokerage firm that caters to small to medium-size employers with employee benefit products. Its benefit packages include health, vision, […]
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 Financial Group, Leading Edge Retirement Plan Advisors, and Leading Edge Wealth Advisors (collectively, Leading Edge). The financial terms of the deal were not revealed. Leading Edge, which is based in […]
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 the latest insurance acquisition news. Based in New York, Perennial Pension & Wealth offers pension, retirement planning, wealth management services, and consultation to organizations and individuals. Bob Krieger – founder […]
