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Modern Wealth Management Acquires $1.2 Billion Beltz Ianni & Associates, Launches Retirement Plan Advisory Business

Retrieved on: 
Wednesday, March 6, 2024

Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced the strategic acquisition of Rochester, New York-based Beltz Ianni & Associates (“Beltz Ianni”), a corporate retirement planning and individual wealth management firm with more than $1.2 billion in assets.

Key Points: 
  • Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced the strategic acquisition of Rochester, New York-based Beltz Ianni & Associates (“Beltz Ianni”), a corporate retirement planning and individual wealth management firm with more than $1.2 billion in assets.
  • “Joining Modern Wealth will enable our team to leverage its breadth of resources to broaden and scale our retirement plan advisory services,” said Michelle Cannan , CPFA™, QKA®, QKC, who joins Modern Wealth as managing director and head of company retirement plan services.
  • Beltz Ianni’s Total Retirement Plan ManagementSM solution provides comprehensive retirement plan management tailored for small-to-midsize companies.
  • As a part of Modern Wealth, the Beltz Ianni team, with nearly $500 million of client assets in its brokerage and fee-based individual wealth management business, can leverage investment management and back-office support.

DUOS Announces Appointment of Three Industry Veterans to its Inaugural Advisory Board

Retrieved on: 
Tuesday, January 30, 2024

DUOS, a digital health company empowering older adults to live independently and attain the highest level of health in partnership with health plans, today announced the formation of its inaugural Advisory Board with the appointment of three esteemed healthcare industry executives.

Key Points: 
  • DUOS, a digital health company empowering older adults to live independently and attain the highest level of health in partnership with health plans, today announced the formation of its inaugural Advisory Board with the appointment of three esteemed healthcare industry executives.
  • The introduction of the Advisory Board aligns with DUOS’ commitment to supporting growth initiatives and advancing innovative approaches to delivering solutions that are tailored to the evolving needs of health plans and their valued members.
  • Toth is a highly experienced industry leader in healthcare and financial services, holding CLU and ChFC designations since the 1990s.
  • “As we bring these distinguished leaders into DUOS as part of our newly formed Advisory Board, we all recognize the significant opportunities within our industry,” said Jenn Kerfoot , Chief Strategy & Growth Officer at DUOS.

Karen Jones joins Cetera Investors

Retrieved on: 
Tuesday, December 19, 2023

LOS ANGELES, Dec. 19, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Karen Jones, CLU, ChFC, CASL has joined the Cetera Investors** office in Tampa, Fla. Jones, a 37-year veteran in the field, provides comprehensive financial planning and investment advice to clients and had about $71 million in assets under administration* as of Oct. 31, 2023.

Key Points: 
  • LOS ANGELES, Dec. 19, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Karen Jones, CLU, ChFC, CASL has joined the Cetera Investors ** office in Tampa, Fla. Jones, a 37-year veteran in the field, provides comprehensive financial planning and investment advice to clients and had about $71 million in assets under administration* as of Oct. 31, 2023.
  • "I could not be more pleased to join the positive and collaborative culture both within the Cetera Investors' Tampa, Fla. Office as well as at Cetera Financial Group," Jones said.
  • "I made the choice to affiliate with Cetera Investors after watching several peers do the same, and I am encouraged by my experience in a short amount of time.
  • "We are pleased to welcome Karen to our growing office, and we are confident that she is a great fit at Cetera Investors," said Matt Schommer, branch manager for the Tampa, Fla. office of Cetera Investors.

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

Retrieved on: 
Wednesday, December 13, 2023

ARLINGTON, Va., Dec. 13, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

Key Points: 
  • The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens.
  • Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, will be the 2024 NAIFA Secretary.
  • "The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens," said NAIFA's 2024 President Tom Cothron.
  • Having been duly sworn in, the 2024 NAIFA Trustees will officially assume their offices on January 1, 2024.

NAIFA Shares the Real-World Impact of DOL's Fiduciary Proposal at Public Hearing

Retrieved on: 
Tuesday, December 12, 2023

ARLINGTON, Va., Dec. 12, 2023 /PRNewswire-PRWeb/ -- National Association of Insurance and Financial Advisors (NAIFA) President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, testified today along with his client, Chuck Ross, at a Department of Labor public hearing on the DOL's fiduciary proposal known as the "Retirement Security Rule: Definition of an Investment Advice Fiduciary." He is one of the only actively practicing financial advisors to testify during the hearing and the only one to testify along with a client. Together, they gave a first-hand account of how the proposal will harm consumers.

Key Points: 
  • He is one of the only actively practicing financial advisors to testify during the hearing and the only one to testify along with a client.
  • Together, they gave a first-hand account of how the proposal will harm consumers.
  • The DOL proposal would limit the ability of consumers to choose from a variety of financial service business models.
  • CEO Mayeux has said NAIFA will explore all options to preserve consumers' ability to choose from a variety of financial service models.

NAIFA-California honors Tom Michel with distinguished award

Retrieved on: 
Friday, December 8, 2023

LINCOLN, Neb., Dec. 8, 2023 /PRNewswire/ -- Tom Michel, LACP, CLTC, has been named the recipient of the 2023 Norman G. Levine Distinguished Service Award by NAIFA-California.

Key Points: 
  • LINCOLN, Neb., Dec. 8, 2023 /PRNewswire/ -- Tom Michel, LACP, CLTC, has been named the recipient of the 2023 Norman G. Levine Distinguished Service Award by NAIFA-California.
  • The award recognizes outstanding dedication, leadership and contributions to NAIFA-California and the insurance and financial services industry.
  • Tom Michel named 2023 Norman G. Levine Distinguished Service Award recipient by NAIFA-California.
  • "His contributions have left an indelible mark on our association, and we are thrilled to see NAIFA-California honor him with the Norman G. Levine Distinguished Service Award."

William Sauers joins Cetera Advisor Networks

Retrieved on: 
Monday, November 13, 2023

LOS ANGELES, Nov. 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that William Sauers** has joined Cetera Advisor Networks via Cetera Wealth Management Group. Within Cetera Wealth Management Group, Sauers joins Evershore Financial Group's Boca Raton firm location under the leadership of managing partners Robert D. Barboni, CFP®** and Daniel C. Zagata, CLU, ChFC, CFP®, AIF®** as well as Senior Vice President Steven Zborowski.** Sauers was previously affiliated with LPL Financial and provides comprehensive financial planning and investment advice to clients. He had about $39 million in assets under administration* as of Aug. 4, 2023.

Key Points: 
  • LOS ANGELES, Nov. 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that William Sauers** has joined Cetera Advisor Networks via Cetera Wealth Management Group.
  • "We welcome William to the community of talented advisors at Cetera Wealth Management Group," said Kjirsten Zellmer, president of Cetera Wealth Management Group.
  • Cetera Wealth Management Group was formed after Cetera acquired the retail wealth business of Securian Financial Group, Inc. in August 2023.
  • Click here for more information about Cetera Advisor Networks, click here for more about Cetera Wealth Management Group and click here for more information about Evershore Financial Group.

MDRT Global Services Rebrands as MDRT Center for Field Leadership

Retrieved on: 
Wednesday, November 1, 2023

HONG KONG, Nov 1, 2023 - (ACN Newswire) - MDRT Global Services announced that, as of November 1, the association will officially be known as the MDRT Center for Field Leadership (MDRT Center) (https://www.mdrtcenter.org/).

Key Points: 
  • HONG KONG, Nov 1, 2023 - (ACN Newswire) - MDRT Global Services announced that, as of November 1, the association will officially be known as the MDRT Center for Field Leadership (MDRT Center) (https://www.mdrtcenter.org/).
  • MDRT Center members are field and home office leaders who continually work to broaden their leadership skills, establish an MDRT culture of excellence within their agencies and advance themselves professionally and personally.
  • "The MDRT Center for Field Leadership creates a community of financial services leaders committed to excellence in the profession," said Gregory Gagne, ChFC, 2024 MDRT President.
  • After the rebranding, we hope to attract more financial services field and home office leaders in Hong Kong to join the MDRT Center for Field Leadership, so that we may help spur their growth potential and see them make new heights."

FSP Names Troy Branch 2023-2024 National Secretary

Retrieved on: 
Thursday, October 26, 2023

ARDMORE, Pa., Oct. 26, 2023 /PRNewswire/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.

Key Points: 
  • ARDMORE, Pa., Oct. 26, 2023 /PRNewswire/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.
  • Branch is the second vice president, advanced planning with Ameritas, where he consults with client advisors and insurance professionals.
  • Branch is a frequent speaker at industry events and his appearances include guest lecturing at the University of Nebraska–Lincoln, Texas Tech University, NAIFA/FSP Advanced Practice Symposia, and most recently, the FPA national conference.
  • An FSP member since 2017, Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.

NAIFA Sells Out Its Inaugural Apex East Regional Conference

Retrieved on: 
Tuesday, October 24, 2023

ARLINGTON, Va., Oct. 24, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is hosting its inaugural regional conference based on its national conference named Apex. Apex East will be held today, October 24, at NAIFA's association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.

Key Points: 
  • Apex East, NAIFA's signature professional development event, is being delivered in a regional format for 2023 and has attracted top producers and professionals from associated fields.
  • ARLINGTON, Va., Oct. 24, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is hosting its inaugural regional conference based on its national conference named Apex.
  • Apex East will be held today, October 24, at NAIFA's association headquarters building in Arlington, VA. Apex East is a regional spin-off of the Apex conference that was launched in August 2022 and will be held again in Arizona in September 2024.
  • We are particularly pleased this year to host Apex East in the world-class conference facilities at NAIFA's new headquarters building.