Mission Wealth Management, LP, has announced a significant merger with JLFranklin Wealth Planning, a premier financial advisory firm in the San Francisco Bay Area. This strategic alliance enhances Mission Wealth’s foothold in the region and introduces Joyce L. Franklin, CPA, CFP, as their 39th equity partner, enriching the firm’s capabilities with her 25+ years of […]
EverBank, N.A., has announced a significant acquisition agreement with Primis Bank to acquire its Life Premium Finance division, a specialized provider of premium financing solutions tailored for high-net-worth individuals and entities. With a focus on loans for life insurance premium financing, this division helps clients fund annual premiums on permanent life insurance policies, leveraging a […]
