Maridea Wealth Management Expands Operations with Key Integrations in Ohio
Explore how Maridea Wealth Management's integration of Ohio firms enhances services and broadens their market presence, benefiting clients and professionals alike.
DPL Financial Partners Launches Innovative Annuity Review Platform
Discover DPL's Annuity Review platform for RIAs, enhancing annuity portfolio management and client advisory with efficient tools for better financial outcomes.
Farmers Insurance Launches Farmers Asset Management for Wealth Services
Farmers Insurance launches Farmers Asset Management, a strategic move into wealth management and financial services. Discover their innovative RIA approach.
Venerable Holdings Acquires SunAmerica and Expands Risk Management
Venerable Holdings completes acquisition of SunAmerica, enhancing risk management and compliance in the insurance industry. Discover more about this strategic move.
SEC Wins Case Against Massachusetts Investment Advisor Over Annuities Commissions
The SEC prevails in a regulatory case against a Massachusetts investment advisor accused of earning fraudulent commissions on annuities sales, affirming oversight over advisors selling insurance products.