FedSavvy

MARCH 25, 2024

In November 2023, Amentum and Jacobs agreed to merge Jacobs’ Critical Mission Systems (CMS) segment and the cyber and intelligence (C&I) portions of the Divergent Solutions segment with Amentum to create an independent, publicly traded company. The transaction is expected to close at the end of March 2024.

IT 130

IT Alliance Innovation Intelligence 130

Fuld

MARCH 4, 2024

BOSTON – MARCH 04, 2024 – Fuld & Company, an expanding research, analytics, and advisory consultancy, is pleased to announce a strategic partnership with Finalis, the world’s fastest-growing dealmaking platform. Through extensive use of AI tools and technologies, Fuld helps IBs execute deals faster and more efficiently.

Banking 64

Banking Capital Competitive Intelligence Research 64

CIO

FEBRUARY 22, 2023

When I landed in Europe, I was surprised to see that New Zealand was ahead of it in cashless transactions. From there he moved to Cathay Pacific Airways and then to Dubai to become VP of business technology services at Emirates. In terms of technology expertise, New Zealand has around half a dozen SAP experts.

Globalization 617

Globalization IT Airline Technology 617

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

FEBRUARY 20, 2024

Ebix”), a supplier of software solutions. The complementary nature of our solutions will enable us to better serve carriers, distributors, and consumers, expanding our reach as we build the modern rails of the insurance industry. The transaction is expected to close in early March, subject to standard closing conditions.

IT 40

IT Globalization Capital Win 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

Wink Intel

NOVEMBER 8, 2021

(TSE:8750), today announced a recent transaction that included four minority-owned investment banking firms for its funding agreement-backed notes (FABN) program. BofA Securities and Wells Fargo Securities were active bookrunners on the transaction. BofA Securities and Wells Fargo Securities were active bookrunners on the transaction.

Banking 40

Banking Capital Security Security 40

Zoominfo

OCTOBER 2, 2019

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

Banking 100

Banking Profiling Entertainment Globalization 100

Wink Intel

FEBRUARY 13, 2024

3 Assuming our same 1.17% average AUM fee is applied to the fee’d annuity, the commissioned annuity contract4 has more cash value than the advisory version from the get-go. There are bad apples in every barrel of the financial services industry. While that may be true, I have read about plenty of slimy “fiduciaries.”

Education 98

Education Market Research Marketing Research Competitive Intelligence 98

Wink Intel

MARCH 28, 2023

Adds to specialty capabilities of National Financial and Wealth Services Practice BOSTON , March 20, 2023 — Risk Strategies , a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., Terms of the deal were not disclosed.

Education 40

Education Management Security Security 40

Wink Intel

JANUARY 30, 2023

Under the agreement, Cetera will acquire certain assets related to Securian Financial Services, Inc. The transaction is expected to close in the third quarter of 2023, pending regulatory approval. PAUL, Minn. , Jan. Securian Financial). Terms of the deal are not disclosed. All firms are FINRA/SIPC members. Located at: 655 W.

Retail 40

Retail Business Banking Finance 40

Wink Intel

DECEMBER 5, 2022

This transaction brings together two respected organizations and is an important milestone in our measured growth in the retirement plan marketplace,” said Dan McMillan, president and CEO of The Standard. I’m excited to bring to market our combined expertise, comprehensive suite of retirement solutions and customer-first approach.”.

Business 40

Business Banking Win Security 40

Wink Intel

APRIL 4, 2023

The Standard and Elevance Health are leading benefits providers with deep expertise in group benefits administration and a shared commitment to customer service. The transaction will significantly accelerate The Standard’s growth and expand the scale and competitive position of the company’s employee benefits business in the U.S. “As

Business 40

Business Competitive Positioning Sales Competitive 40

Wink Intel

JANUARY 11, 2022

Founded in 1990, Hallett Financial is a full-service, multi-carrier independent brokerage agency focusing on life, annuity, disability and long-term care products. ” The transactions closed on December 31, 2021. The firm supports independent financial advisors and insurance producers to help them meet their clients’ needs.

Capital 40

Capital Alliance Security Security 40

Wink Intel

OCTOBER 31, 2022

As part of the transaction, Pacific Life will receive a minority interest in Aristotle. As part of the transaction, Pacific Life will receive a minority interest in Aristotle. The transaction represents $20.7 The transaction is expected to close during the first half of 2023. Hollander, Chairman of Aristotle. “We

Management 40

Management Capital Retail Innovation 40

Wink Intel

MAY 2, 2022

The transaction is expected to close during the third quarter of 2022, subject to customary closing conditions, including regulatory approval. ” Merger & Acquisition Services, Inc., ” Merger & Acquisition Services, Inc., Propel Advisory Group, Inc., About Mutual of America Financial Group .

Innovation 40

Innovation Security Security Competitive 40

Wink Intel

OCTOBER 24, 2022

The Standard and Securian Financial are leaders in customer-centric retirement recordkeeping administration, compliance and fiduciary services. Securian Financial’s employees, sales team and management who supported the recordkeeping business will be welcomed to The Standard following the close of the transaction. “We Paul, Minn.,

Business 40

Business Competitive Positioning Banking Security 40

Wink Intel

MAY 23, 2022

Following the completion of the transaction, which is subject to FINRA and other regulatory approvals, Infinex will become a member firm in the Advisor Group network of firms, and remain under its own distinct brand, highly successful executive leadership team and unique operating model. .” and Woodbury Financial Services, Inc.,

Alliance 40

Alliance Banking Capital Security 40

Wink Intel

JANUARY 26, 2021

Independent Group was founded by management and LKCM Headwater Investments, the private equity arm of Luther King Capital Management, an SEC-registered investment advisory firm based in Fort Worth , Texas. acted as broker to Independent Group in this transaction. acted as broker to Independent Group in this transaction.

Capital 40

Capital Market Intelligence Profiling Innovation 40

Wink Intel

JUNE 29, 2021

AIG Life & Retirement will offer its Power Index Advisory ® and Assured Edge ® Advisory annuities on Halo, enabling financial advisors to seamlessly include AIG’s retirement solutions as part of their clients’ portfolios. Sentinus-Halo Securities LLC is affiliated with Halo Investing Insurance Services.

IT 40

IT Security Security Capital 40

Wink Intel

MARCH 22, 2022

National wealth management firm with 50-year history integrates its advisory expertise with Integrity’s insurtech platform to help advisors protect clients’ legacies. Financial terms of the transaction were not disclosed. Adams , Co-Founder and CEO of Integrity.

Innovation 40

Innovation Finance Technology Technology 40

Wink Intel

AUGUST 3, 2021

Saybrus will continue to distribute Nassau’s products after this transaction. acted as legal advisor and financial advisor, respectively, to Nassau in connection with the transaction, which is expected to close later this quarter, subject to customary closing conditions. About AmeriLife.

Banking 40

Banking Retail Capital Sales 40

Wink Intel

AUGUST 2, 2021

Saybrus will continue to distribute Nassau’s products after this transaction. acted as legal advisor and financial advisor, respectively, to Nassau in connection with the transaction, which is expected to close later this quarter, subject to customary closing conditions. About AmeriLife.

Banking 40

Banking Retail Capital Sales 40

Wink Intel

OCTOBER 4, 2022

These two numbers—approaching $2 billion in no-load insurance products transacted on the platform and $20 million in new growth capital from two financial services visionaries—tell the same story,” said David Lau, DPL Founder and CEO. For Atlas Merchant Capital: Andrew Whitehouse, Copperfield Advisory. greg.joslyn@lowecom.com.

Capital 40

Capital Security Security Sales 40

Wink Intel

MARCH 29, 2022

With Halo, financial advisors can explore, transact, and manage annuities in a simple, efficient, and cost-effective manner. “We are committed to offering financial advisors a range of income-focused solutions to meet different clients’ needs and preferences. . About Halo Investing. Halo Investing is not a broker/dealer.

Win 40

Win Security Security Innovation 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.

Management 40

Management Innovation Technology Technology 40

Fuld

APRIL 24, 2022

Until now, financial institutions offered only traditional services, such as banking activities and trading facilities. billion real-time online transactions were made globally – 41% growth YoY, which is likely to increase to ~ $6,682,332m in 2022, and projected to reach $10,517,932m by 2025. Can modern disrupt the traditional?

Capital 52

Capital Banking Finance Globalization 52

Wink Intel

SEPTEMBER 12, 2023

PGIM and Warburg Pincus will provide asset management services to Prismic. Prismic will become a client of PGIM Portfolio Advisory, a newly established affiliate within PGIM that combines asset-liability management expertise with portfolio strategy and asset allocation to deliver integrated solutions across public and private asset classes.

Globalization 40

Globalization Capital Security Security 40

Wink Intel

MARCH 14, 2022

DALLAS , March 10, 2022 /PRNewswire/ — Integrity Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in life, health and wealth solutions, today announced it has acquired The Health Insurance Place , an independent marketing organization (“IMO”) based in Johnstown, Pennsylvania.

Retail 40

Retail Innovation Finance Knowledge 40

Wink Intel

AUGUST 23, 2021

19, 2021 /PRNewswire/ — As COVID-19 and the proliferation of digital everything profoundly changed how the world operates, Deloitte’s fourth annual “ Global Blockchain Survey ” finds that the financial services industry (FSI) must accelerate toward product modernization and distribution to achieve economic growth.

Globalization 40

Globalization Banking Capital Innovation 40

Wink Intel

OCTOBER 31, 2022

Third quarter adjusted operating earnings per diluted share excluding unlocking was $6.43, up 9 percent from the prior year period driven by strong business performance in Wealth Management and stable financial performance in Retirement & Protection Solutions. Retirement & Protection Solutions Segment Adjusted Operating Results. .

Loss 40

Loss Banking Capital Retail 40

Wink Intel

MAY 8, 2023

AUSTIN, Texas , May 8, 2023 /PRNewswire/ — National Western Life Insurance Company (National Western Life) announced the launch of NWL® Capital Solutions, a 10-year FIA that includes an optional Guaranteed Minimum Death Benefit Rider (GMDB), exclusive access to the J.P. Morgan Factor Focus SM Index.

Capital 40

Capital Loss Security Security 40

Wink Intel

MAY 10, 2022

Transformational union of industry trailblazers will empower agents and advisors to provide more holistic life, health and wealth solutions that help Americans plan for the good days ahead. Financial terms of the acquisition were not disclosed and the transaction is scheduled to close upon regulatory approval.

Innovation 40

Innovation Security Security Finance 40

Wink Intel

AUGUST 30, 2022

25, 2022 /CNW/ – Sagicor Financial Company Ltd. (“Sagicor” or the “Company”) (TSX: SFC ), a leading financial services provider in the Caribbean with a growing presence in the U.S., ivari provides individual life and critical illness insurance solutions for the Canadian middle-market.

Capital 40

Capital Marketing Marketing Finance 40

Wink Intel

FEBRUARY 24, 2021

The current competitive landscape and recent transaction activity in the life and annuity market suggest a supportive environment for a review. Beams said, “I am honored to join the Board of Principal, a company with a storied history and record of service to its customers and communities. Review of Capital Strategy.

Capital 40

Capital Finance Competitive Landscape Security 40

Wink Intel

JULY 25, 2023

“RetirePlus is a proven solution that offers our clients the potential for enhanced retirement security.” TIAA also offers a new solution for the 401(k) market – the TIAA Secure Income Account, a fixed annuity similar to the TIAA Traditional annuity. ” TIAA has offered customized defaults since 2014.

Security 40

Security Security Loss Finance 40

Wink Intel

JULY 26, 2022

Ghali El Boukfaoui, Head of Insurance Solutions at UBS Investment Bank said: “We are proud to collaborate with Global Atlantic around UBS Climate Aware Equity index which allows investors to access the theme of a low carbon and climate resilient economy, exclusively within Global Atlantic inaugural Registered Index Linked Annuity.

Banking 40

Banking Capital Globalization Security 40