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Jun 09, 2025, 08:01 ET HUB INTERNATIONAL STRENGTHENS WEALTH MANAGEMENT SERVICES WITH ACQUISITION OF VERIPAX WEALTH MANAGEMENT, INC. IN CALIFORNIA
of Hub Retirement and Private Wealth (RPW). "The VWM team enhances our ability to deliver integrated retirement and wealth strategies that support individuals and families, helping them work toward their financial goals with confidence." The move continues to strengthen Hub's Retirement & Private
More news about: Hub International Limited
Jun 09, 2025, 06:55 ET HarbourView Closes on $500 Million in Additional Debt Financing from KKR to Expand Entertainment, Media, and Sports Investment Opportunities
funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities
More news about: HarbourView Equity Partners
Jun 06, 2025, 11:32 ET ThriveRight Financial Champions Holistic Planning for Modern Households
weaving together retirement readiness, investment management, insurance protection, tax efficiency, estate planning, and lifestyle considerations. By doing so, clients receive a living roadmap—not just a set of disconnected recommendations. "Whether you're preparing for retirement, sending kids to
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Jun 06, 2025, 11:25 ET How ThriveRight Financial Helps Americans Decode Their "Big Beautiful Bill"
and retirement liabilities through ThriveRight's signature bill analysis. HOUSTON, June 6, 2025 /PRNewswire/ -- Across kitchen tables and retirement meetings
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Jun 06, 2025, 10:00 ET BizEquity Launches New Exit Valuation Module to Help Advisors Guide Business Owners Toward More Strategic Exits
rate. This enhancement equips advisors to model personalized, goal-based outcomes that align with their clients' long-term objectives, including retirement, succession, and estate planning. "For years, our platform has helped advisors understand what a business is worth today," said James
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Jun 06, 2025, 08:34 ET She's 96 But Looks and Lives Like a 75-year-old
deterioration. Barbara courageously defies the established norm that suggests women should embrace a leisurely and decline-oriented 'senior culture' upon retirement. This acceptance of an outdated custom has unfortunately led many women into premature dependent and elderly behaviors. But with the right information
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Jun 05, 2025, 14:43 ET Ameritas names Anthony DiPaola to Hall of Fame
products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through Ameritas Investment Company, LLC, member FINRA/SIPC, and investment
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Jun 05, 2025, 13:30 ET AEP Closes on Transmission Investment Strategic Partnership with KKR and PSP Investments
funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities
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Jun 05, 2025, 10:00 ET Newsweek Names Integrity One of America's Greatest Workplaces
2025 /PRNewswire/ -- Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has been named one of America's Greatest Workplaces by Newsweek and Plant-A Insights Group. Integrity ranked
More news about: Integrity Marketing Group, LLC
Jun 05, 2025, 09:01 ET Transamerica, SWBC Launch Pooled Plan Exchange to Simplify Access for Growing Businesses Across the Country
leader in retirement solutions and support hundreds of thousands of small business employees in achieving financial freedom. With our collaboration with SWBC, we are removing barriers that have kept smaller companies from offering robust retirement benefits," said Darren Zino, head of retirement distribution
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Jun 05, 2025, 09:00 ET Lipton Hard Iced Tea Says "Don't Retire the Party" for National Iced Tea Day and Rallies Generations to Celebrate Together
with a party loving twist of Lipton Hard Iced Tea." To show how it's done, Lipton Hard Iced Tea is teaming up with content creators from the Retirement House - the "grandfluencers" who've taken over social by challenging conceptions of what senior living looks like - and comedian Cruz
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Jun 05, 2025, 08:39 ET Offerd Launches New Brokerage Model, Empowering Commercial Brokers with Unmatched Earnings and Ownership
future." The Right Time for Top TalentAs the CRE market rebounds, brokers want more than high splits—they want equity, a path to retirement, and real independence. Offerd is the first to offer that at scale. Brokers, it's time to stop building someone else's business.
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Jun 05, 2025, 08:31 ET BAM Capital Launches Passive Multifamily Real Estate Investment Opportunity in Midwest Markets
such as depreciation and tax-deferred growthThe fund is eligible for investment through retirement accounts, offering a tax-advantaged opportunity for investors seeking to diversify their retirement portfoliosStrategic Investment Focus BAM Capital's investment
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Jun 05, 2025, 08:15 ET Second Avenue Capital Partners Announces Leadership Promotions; Founding Team Expands Roles
well-positioned to expand our reach while staying true to the principles that have guided us from the beginning." Sharing his thoughts on his retirement and the transition, Chris O'Connor said, "Leading SACP has been one of the most rewarding chapters of my career. I'm
More news about: Second Avenue Capital Partners, LLC
Jun 05, 2025, 08:01 ET HUB INTERNATIONAL BOOSTS COMMERCIAL AND PERSONAL INSURANCE CAPABILITIES WITH WYCOFF INSURANCE AGENCY, INC. IN WASHINGTON
Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America,
More news about: Hub International Limited
Jun 05, 2025, 07:30 ET Generac Promotes Jim Barnes to Executive Vice President - Global Supply Chain
Barnes's promotion follows the planned retirement of Roger Pascavis, who will step down on June 27, 2025, after a distinguished 30-year
More news about: Generac Power Systems, Inc.
Jun 05, 2025, 06:30 ET Vermilion Energy Inc. Announces Agreement to Sell United States Assets and Provides Updated 2025 Guidance
4 – 8% Asset retirement obligations settled ($MM) $60
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Jun 04, 2025, 14:00 ET FIRST BANK NAMES NEW CHIEF CREDIT OFFICER
Mike Brower for building an incredible credit culture at First Bank over the last decade and wish him the best in his well-deserved retirement later this fall." Jackson expressed his enthusiasm for his new role, stating, "I am very excited about the opportunity to work alongside this
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Jun 04, 2025, 13:00 ET Accounting Today releases new research on the advisory services surge at accounting firms
Benefit News and Digital Insurance. About ChoreoChoreo's core offerings include comprehensive wealth management and retirement plan advisory services. Integrated financial, tax and estate planning, and investment services are at the core of our wealth offering. We work with
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Jun 04, 2025, 09:25 ET GERSHMAN MORTGAGE CELEBRATES 70 YEARS OF SERVICE & EXCELLENCE
Sold their servicing department; promoted Al Will to President of the company, where he ran the company until his retirement in 2018 (after a tenure of over 56 years)2018:
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Jun 04, 2025, 09:05 ET Labaton Keller Sucharow LLP Announces Proposed Settlement Involving Purchasers of The Honest Company, Inc. Common Stock
for Honest's initial public offering ("IPO") prior to August 19, 2021, or acquired ownership of a trading account, retirement account, or any other similar investment account or portfolio containing such stock. YOU ARE HEREBY NOTIFIED, pursuant to Rule 23 of
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Jun 04, 2025, 08:35 ET Former CEO of CNL Lifestyle Properties and PwC U.S. Real Estate Practice Leader Joins CEO Coaching International as Partner and Coach
Most recently, Carlock was the U.S. Real Estate Practice Leader at PwC, one of the world's foremost professional services firms. Until his retirement in July 2023, he led the firm's national strategy and client advisory services in real estate, shaping the direction
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Jun 04, 2025, 08:22 ET OneAmerica Financial® announces 2 executive promotions
OneAmerica Financial have been advancing financial security for almost 150 years, supporting millions of customers with solutions across life insurance, retirement, employee benefits and long-term care. As a people-first mutual organization, OneAmerica Financial prioritizes customers' interests and maintains
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Jun 04, 2025, 08:01 ET HUB INTERNATIONAL ENHANCES COMMERCIAL AND PERSONAL INSURANCE CAPABILITIES WITH SCOTT HELD INSURANCE AGENCY, INC. IN CALIFORNIA
Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America,
More news about: Hub International Limited
Jun 04, 2025, 06:00 ET CAPTRUST Welcomes Michael Wunderli as Head of M&A
provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services
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