Wink Intel

APRIL 2, 2024

.–( BUSINESS WIRE )–Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge Industries business and leading life and annuity insurance technology services company, and Ebix, Inc. About Zinnia Zinnia, an Eldridge Industries business, simplifies insurance.

Travel 40

Travel Banking Retail Globalization 40

Alpha Sense BI

APRIL 16, 2024

Across the investment industry, asset managers have felt the effects of lingering economic uncertainty. To competitively position portfolios in lingering downtrends, portfolio managers need streamlined intelligence and information in order to strategically pivot.

Competitive 52

Competitive Management Due Diligence Competitive Positioning 52

Wink Intel

FEBRUARY 13, 2024

Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Ares distribution capabilities are embedded.

Competitive Landscape 40

Competitive Landscape Education Knowledge Travel 40

Wink Intel

DECEMBER 18, 2023

Osaic), one of the nation’s largest providers of wealth management solutions, announced a definitive agreement to acquire Lincoln Financial Advisors Corporation (LFA) and Lincoln Financial Securities Corporation (LFS), the wealth management firms that make up “Lincoln Wealth” from Lincoln National Corporation.

Security 40

Security Security Capital Management 40

Wink Intel

MARCH 5, 2024

In addition to maintaining its position as an industry-leading provider of whole life insurance and reporting record annuity sales and capital, the company reached a major milestone as it topped $1 trillion of protection for its life insurance policyowners. Key highlights included: Enhancing and expanding solutions and experiences.

Capital 40

Capital Innovation Sales Finance 40

Wink Intel

APRIL 22, 2024

.–( BUSINESS WIRE )–Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced that Protective Life Insurance Company (Protective), a subsidiary of Dai-ichi Life Holdings, Inc.

Sales 40

Sales Innovation Security Security 40

Wink Intel

OCTOBER 17, 2023

Sanchez, a high-performing leader with extensive life and health insurance experience, will drive Integrity’s growth in the life and long-term care markets, working closely with Integrity’s executive leadership and partner group of industry trailblazers and experts. DALLAS , Oct. Adams , Co-Founder and CEO of Integrity.

Innovation 40

Innovation Gaming Technology Technology 40

Wink Intel

OCTOBER 10, 2023

From the beginning, the firm has embraced technology solutions to help improve the insurance experience — a focus that will be greatly enhanced by partnering with Integrity. Additionally, I’m excited to partner with and learn from top leaders in the industry through Integrity’s partner network. DALLAS , Oct.

IT 40

IT Innovation Gaming Technology 40

Wink Intel

JULY 18, 2023

Since 2020, ARS has been on a mission to help more people become retirement ready by providing solutions that address the ever-growing retirement income crisis. “We at Annexus Retirement Solutions knew we could do better. . “We at Annexus Retirement Solutions knew we could do better.

Innovation 40

Innovation Value Chain Retail Knowledge 40

Wink Intel

JANUARY 17, 2023

This transformative acquisition of Gladstone, which was one of the largest transactions in Integrity’s history, brings Integrity’s total assets under management and advisement to approximately $40 billion. DALLAS , Jan. Financial terms of the acquisition were not disclosed. Adams , Co-Founder and CEO of Integrity.

Management 40

Management Innovation Technology Technology 40

Wink Intel

NOVEMBER 13, 2023

“She is ready to broaden her influence by embracing Integrity’s vision of serving families more holistically with the life, health and wealth products they need most. DALLAS , Nov. Financial details of the partnership were not disclosed. Adams , Co-Founder and CEO of Integrity.

Alliance 40

Alliance Innovation Knowledge Advantage 40

Wink Intel

FEBRUARY 5, 2024

New Benefits & Financial Services will be an amazing asset to the Integrity family and we welcome Everett and his team!” Financial details of the partnership were not disclosed. Treating seniors and veterans with respect and compassion is paramount for New Benefits & Financial Services. Adams, Co-Founder and CEO of Integrity.

Innovation 40

Innovation Education Technology Technology 40

Wink Intel

MARCH 25, 2024

–( BUSINESS WIRE )–Empower today announced a comprehensive suite of new partnerships with asset management and insurance providers to offer a market-leading range of in-plan and out-of-plan guaranteed retirement income solutions for investors saving through workplace plans. GREENWOOD VILLAGE, Colo.–(

Security 40

Security Security Management Learning 40

Wink Intel

JULY 18, 2023

By utilizing our cutting-edge technology platform, their agents will increase efficiencies that will empower them to reach even more families, providing the solutions they need to prepare for the good days ahead. Founder and CEO. Financial details of the partnership were not disclosed. Adams , Co-Founder and CEO of Integrity.

Education 40

Education Technology Technology Advantage 40

Wink Intel

NOVEMBER 21, 2023

As a partner, Jamie can now leverage Integrity’s world-class technology and constant product development, including cutting-edge AI solutions, to increase his capacity to grow his business and serve American families. Financial details of the partnership were not disclosed. Adams , Co-Founder and CEO of Integrity.

Marketing 40

Marketing Marketing Innovation Technology 40

Alpha Sense BI

NOVEMBER 13, 2023

In our 2023 State of Gen AI & Market Intelligence report —which surveyed 500-plus professionals across various industries including Corporate Development, Corporate Strategy, Competitive Intelligence—a vast majority (over 80%) of respondents plan to leverage genAI tools in their research this coming year.

Intellectual Property 116

Intellectual Property Knowledge Algorithm Brainstorming 116

Wink Intel

OCTOBER 4, 2022

29, 2022 /PRNewswire/ – RBC Wealth Management is teaming up with Transamerica and FuturePlan by Ascensus to introduce an innovative new pooled plan retirement solution for U.S. ” Open to both existing and start-up 401(k) plans, the RBC GRP will be distributed solely through RBC Wealth Management in the U.S. .

Innovation 40

Innovation Management Banking Capital 40

Wink Intel

SEPTEMBER 18, 2023

Now, Invictus is positioned to help even more Americans protect their life, health and wealth by leveraging Integrity’s world-class resources and technology. Their leadership team is right beside us, driving our growth trajectory and ensuring we have the industry-leading systems and resources to reach our full potential.

Technology 40

Technology Technology Marketing Marketing 40

Wink Intel

APRIL 10, 2023

MILWAUKEE , April 6, 2023 /PRNewswire/ — Northwestern Mutual’s wealth management business continued its ascension with another prominent third-party recognition announced this week. ” Northwestern Mutual is a leading provider of wealth management and investment solutions. .”

Retail 40

Retail Loss Banking Security 40

Wink Intel

SEPTEMBER 12, 2023

Experienced, top-tier executive will lead Integrity’s efforts to provide innovative life insurance solutions to agents and consumers as part of its holistic life, health and wealth mission DALLAS , Sept. She recognizes the vision of what we are building and is united in our dedication to revolutionize the industry.

Innovation 40

Innovation Sales Management Marketing 40

Wink Intel

DECEMBER 19, 2023

“With our market-leading technology platform, we anticipate our users will continue to enjoy a speedy approval process at a fraction of the industry’s standard turn-around time.” Consumers can also strategically position their premium between industry-leading participation rate, cap rate and fixed rate strategies.

Globalization 40

Globalization Banking Innovation Security 40

Wink Intel

JANUARY 29, 2023

Partnership with high-performance IMO with visionary approach enhances Integrity’s mission to provide holistic life, health and wealth solutions to all Americans DALLAS , Jan. As part of the acquisition, Scott DeLong , President of DeLong Sales Group, will become a Managing Partner in Integrity.

Sales 40

Sales Innovation Win Finance 40

Evalueserve

MARCH 31, 2021

In this interview, we learn about the changes wealth management has gone through, the future of data analytics in investment management, and developments in the wealth management space. . A very healthy portion of my time goes to Wealth and Investment Management. the overflow of information).

Finance 59

Finance Market Research Marketing Research Gaming 59

Wink Intel

JANUARY 24, 2023

Wealth will be led by AmeriLife’s Chief Distribution Officer Mike Vietri, reporting to AmeriLife Chairman and CEO Scott R. Additionally, the new structure provides a laser focus on our two core areas of business, affording even greater growth and profitability opportunities within Wealth and Health.”

Knowledge 40

Knowledge Management Business Technology 40

Wink Intel

MAY 4, 2023

With more than 25 years of industry experience, Steve Ruth has dedicated his efforts to ensuring the success of an impressive team of agents. Integrity’s game-changing technology will help CMG’s agents provide better, simpler and more successful solutions, while clearing hurdles for future growth.

Marketing 40

Marketing Marketing Innovation Gaming 40

Wink Intel

MAY 30, 2022

NEW YORK , May 26, 2022 /PRNewswire/ — Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers worldwide, today announced that Massachusetts Mutual Life Insurance Company (MassMutual), a leading U.S. Canada , U.K., and Australia.

Management 40

Management Capital Market Segmentation Finance 40

Wink Intel

SEPTEMBER 26, 2023

Joining the Integrity partner platform offers agency of young, dynamic leaders an opportunity to expand through access to exclusive technology and mentorship of industry leaders DALLAS , Sept. ” Integrity is innovating insurance by bringing together a growing group of industry trailblazers and legends.

Innovation 40

Innovation Technology Technology Management 40

Wink Intel

NOVEMBER 6, 2023

Our commitment to their overall wellbeing extends holistically across the crucial, interrelated areas of life, health and wealth. Learn More This nationwide recognition for Best Perks and Benefits from Comparably highlights Integrity’s industry-leading commitment to “Putting People First.” for Best Perks and Benefits. and Canada.

Education 40

Education Win Innovation Learning 40

Wink Intel

MARCH 14, 2022

MILWAUKEE , March 14, 2022 /PRNewswire/ — Northwestern Mutual announced today that 10 financial advisors affiliated with its wealth management company are among the industry’s finest, according to Barron’s annual ranking of the nation’s top wealth professionals. Smith , Atlanta, Ga.

Banking 40

Banking Retail Security Security 40

Wink Intel

JANUARY 30, 2023

25, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc. LOS ANGELES and ST. PAUL, Minn. , Jan. Securian Financial).

Retail 40

Retail Business Banking Finance 40

Wink Intel

JULY 19, 2022

DALLAS – JULY 14, 2022 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced Bryan Hunsaker will become President, Integrity Contact Centers. Adams, Co-Founder and CEO of Integrity.

Innovation 40

Innovation Management Sales Marketing 40

Wink Intel

MAY 23, 2022

PHOENIX , May 19, 2022 /PRNewswire/ — Advisor Group, one of the nation’s largest networks of independent wealth management firms, today announced a definitive agreement to acquire Infinex Financial Holdings, Inc. (“Infinex”), the holding company of a privately-held broker-dealer.

Alliance 40

Alliance Banking Capital Security 40

Wink Intel

MARCH 13, 2023

As part of the acquisition, Traci and Earle Spencer III , Managing Partners at Senior Solutions & Services, will become Managing Partners in Integrity. As part of the acquisition, Traci and Earle Spencer III , Managing Partners at Senior Solutions & Services, will become Managing Partners in Integrity.

Innovation 40

Innovation Advantage Advantage Technology 40

Wink Intel

MARCH 28, 2023

Transaction is the largest advisor practice acquisition in the history of Northwestern Mutual NEW YORK , March 22, 2023 /PRNewswire/ — Ben Feldman and Peter Tiboris , wealth management advisors and founding partners of Northwestern Mutual’s Private Client Group Park Avenue Capital, have acquired Westport, Conn.

Capital 40

Capital Banking Retail Knowledge 40

Zoominfo

OCTOBER 2, 2019

It operates telecommunications networks in the United States and, through the Global Network Services, provides an array of services, and customized solutions. All ZoomInfo products and services are fueled by a comprehensive database of companies and business professionals. Revenue: $77.1 Revenue: $170.8

Banking 100

Banking Profiling Entertainment Globalization 100

Wink Intel

AUGUST 2, 2022

As part of the transaction, Ron Shurts , Co-Founder and CEO of Annexus, will become a Managing Partner in Integrity. As part of the transaction, Ron Shurts , Co-Founder and CEO of Annexus, will become a Managing Partner in Integrity. Financial terms of the acquisition were not disclosed. Adams , Co-Founder and CEO of Integrity.

Win 40

Win Innovation Technology Technology 40

Wink Intel

JULY 6, 2022

Former Head of Transamerica Financial Network and President/CEO of World Financial Group will oversee Integrity’s rapidly growing Life, Health and Wealth sales organizations. “He is also conscious of how life, health and wealth protection must work together holistically to meet the complex needs of today’s consumers. .

Innovation 40

Innovation Sales Knowledge Security 40