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Oct 16, 2020, 09:01 ET Simplicity Announces a New Capital Investment from Lee Equity Partners

Simplicity Group Holdings ("Simplicity"), a leading financial products distribution business, today announced that it has entered into an agreement...


Jul 01, 2020, 10:07 ET Simplicity Advances Expansion with the Addition of The Annuity Source, Inc. and Welcomes Margo Thompson and Shannon Compton as Principals

Simplicity Group Holdings ("Simplicity ") is pleased to announce that it has added The Annuity Source, Inc. ("TAS"), an independent financial...


May 20, 2020, 10:07 ET Simplicity Continues Industry-Leading Growth with the Addition of First Income Advisors and Welcomes Mike Steranka and Brian Gengler as Principals

Simplicity Group Holdings ("Simplicity ") is pleased to announce that it has added First Income Advisors, LLC ("FIA"), an independent financial...


Apr 14, 2020, 10:07 ET Simplicity Acquires Fidelity Financial Group and Welcomes Terry Feuchtinger and Reid Juul as Principal Partners

Simplicity Group Holdings ("Simplicity ") is pleased to announce that it has acquired Houston-based Fidelity Financial Group ("FFG"), an independent...


Mar 16, 2020, 13:05 ET Simplicity Group hires Emily Cramer as Business Development Lead

Simplicity Group Holdings ("Simplicity") is pleased to announce that Emily Cramer has joined the group as Vice President of Business Development. At...


Oct 31, 2019, 14:14 ET Simplicity Group Acquires PFG Marketing Group, Inc. and Partners with Mike Ford

Simplicity Group Holdings ("Simplicity") is pleased to announce that it has acquired PFG Marketing Group, Inc. ("PFG"), an independent insurance...


Sep 23, 2019, 15:47 ET Simplicity Group Acquires Executive Brokerage Services, Inc. and Partners with Bernie Vukelich and Brian Lipinski

Simplicity Group Holdings ("Simplicity") is pleased to announce that it has acquired Executive Brokerage Services, Inc. ("EBS"), an independent...


Jan 24, 2019, 12:16 ET Simplicity Group Holdings Acquires America's First Financial Corporation and Partners with Don Quante

To help advisors and their clients address the financial challenge presented by the escalating cost of long-term care, Simplicity Group Holdings...


Jan 09, 2019, 10:07 ET Simplicity Group Holdings Acquires Davis Life & Annuity and Partners with Jon and Trent Davis

Simplicity Group Holdings (Simplicity) is pleased to announce that it has acquired Davis Life & Annuity, one of the longest-standing and most...


Sep 13, 2018, 14:27 ET Simplicity Acquires AssetLock® and Welcomes Jason Jenkins as Partner and Executive Vice President of Marketing

Simplicity Group Holdings (Simplicity) announced today that it has acquired investment and retirement account communication technology, AssetLock,...