Principal Financial Group (PFG) is a Des Moines-based global investment management and insurance company. The firm provides retirement plans, annuities, insurance, and asset management to individuals ...

HARTFORD, Conn. & NEW YORK--(BUSINESS WIRE)--Nassau Financial Group, L.P. (“Nassau”), a leading provider of fixed annuities and asset management, and Fortress Investment Group LLC (“Fortress”), a ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial ...

AKRON, Ohio, Dec. 2, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today ...

Lincoln Financial Group (LFG) is a financial services group based in Radnor. It offers annuities, life insurance, retirement plans, and private market funds to 17 million customers. As of 2024, the ...

Stanimir Vassilev, Co-Founder at Management Financial Group (MFG), reveals that Settle is now live in Bulgaria. Vassilev confirmed that Bulgarians are now able to send and receive money “instantly for ...

CINCINNATI (Cincinnati Business Courier) - A growing Cincinnati financial planning and wealth management firm has sold an ownership stake to a New York-based company that backs investment management ...

Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the company’s headcount by 19 employees and more than $900 million in assets under management. Marshall Financial ...