- CFP Board Connections Conference Offers a Wealth of Insights, Resources and Expertise for CFP® Professionals
CFP Board Connections Conference, the financial planning profession's premier annual gathering, returns October 5-7 at Aria® in Las Vegas with a program built to support CFP® professionals navigating a rapidly changing profession.
read more - National Financial Awareness Day Offers Opportunity For Advisors Seeking Gen Z Connections
WoodmenLife helping to close the financial literacy gap with special programs for members
With National Financial Awareness Day approaching on August 14, new survey data indicates financial awareness and financial literacy are not the same thing — and nowhere is this more true than with Gen Z, even though these younger consumers are more financially active than previous generations.
read more - Ascensus Expands and Enhances Small Business Retirement Strategy with Launch of Ascensus Essentials
Enhanced offering adds 3(16) administrative fiduciary services and a new 401(k) solution featuring Vanguard investments, giving small businesses and advisors expanded capabilities and greater flexibility
Ascensus, the engine at the center of America's savings ecosystem, has unveiled an enhanced version of its small business retirement offering, reintroduced as Ascensus® Essentials.
read more - MissionSquare Expands Into Personal Wealth Management With New Suite Of Investment, Advisory, And Planning Services
Reinforcing MissionSquare’s commitment to delivering comprehensive retirement planning and personal wealth management solutions
MissionSquare has announced the launch of a new personal wealth management offering, marking a strategic expansion of the firm’s services to help meet the evolving financial needs of individuals and their families.
read more - Ascensus Completes Acquisition of AmericanTCS, Expanding Platform and Capabilities
Broadens capabilities across retirement services, trust & custody, and technology solutions
Ascensus, the engine at the center of America’s savings ecosystem, has announced that it has completed its previously announced acquisition of AmericanTCS, a leading provider of innovative retirement, trust & custody, and technology automation solutions.
read more - Boston Mutual Life Expands BML Connect, Digital Enrollment and Self-Service Platform for Brokers, Employers, and Policyholders
Cloud-based policy administration platform streamlines insurance enrollment and management processes for new business of select workplace products across 49 states
Boston Mutual Life Insurance Company, a mutual insurer providing access to insurance solutions, announced expanded availability of BML Connect, its cloud-based, digital, self-service policy administration platform, across almost all the United States.
read more - Pacific Life Introduces New Era For Last Survivor Indexed Universal Life Insurance
Pacific Horizon Survivorship IUL 2 pairs robust protection with enhanced adaptability
Pacific Life Insurance Company announced today the launch of Pacific Horizon Survivorship IUL 2, a next-generation survivorship indexed universal life insurance product built for a rapidly evolving legacy-planning landscape.
read more - Simplicity Acquires Mid-Atlantic Wealth Advisory Group
Welcomes Dennis Maguire and Robert Sayre to the partnership
Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, has announced the acquisition of Mid-Atlantic Wealth Advisory Group ("Mid-Atlantic"), a Pennsylvania-based RIA that supports professionals, business owners, and pre-retirees with holistic financial planning.
read more - The Standard Expands Pooled Employer Plan Capabilities with New 403(b) PEP for Nonprofit Organizations
The Standard extends its 401(k) PEP leadership and expertise into the 403(b) market
Standard Insurance Company (The Standard) recently announced the expansion of its pooled employer plan (PEP) capabilities with the introduction of an ERISA 403(b) PEP for nonprofit organizations.
read more - MissionSquare Launches Income America 5forLife® For Retirement Plans
With 40% of public sector workers prioritizing guaranteed retirement income, eligible plans now meet demand with a new in‑plan option
MissionSquare has announced the activation of Income America 5forLife®, its retirement income solution designed to help retirement plan participants convert a portion of their hard-earned retirement savings into predictable, guaranteed lifetime income.
read more - Edward Jones Supports Wealth Building In Underserved Communities Through Financial Futures Program
Financial Futures helps bring together nonprofits, community financial institutions and Edward Jones financial advisors to open new economic pathways nationwide
By announcing its newest cohort of Main Street Initiative businesses, Edward Jones has reaffirmed its commitment to fostering financial wellness and wealth building nationwide through its Financial Futures program.
read more - Retirement Health Solutions Joins Integrity To Enhance Growth and Client Service through AI-Driven Technology
Integrity's best-in-class shared services, expansive partner network and proprietary technology platform accelerates agency's expansion into life and wealth markets
Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, has announced it has acquired Retirement Health Solutions.
read more - Corebridge Financial Enhances The Power Series of Index Annuities®
Protected Growth Benefit builds on principal protection to deliver a guaranteed increase in contract value; preset allocation options simplify diversification through ready-made strategy blends
Protected Growth Benefit builds on principal protection to deliver a guaranteed increase in contract value; preset allocation options simplify diversification through ready-made strategy blends HOUSTON--(BUSINESS WIRE)--Corebridge Financial has announced the addition of Protected Growth Benefit and preset allocation options to select versions of The Power Series of Index Annuities®, enhancing the accumulation and diversification capabilities…
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CFP Board Connections Conference, the financial planning profession's premier annual gathering, returns October 5-7 at Aria® in Las Vegas with a program built to support CFP® professionals navigating a rapidly changing profession.read more
