CLU

Nym Named Among Top 25 Companies in Healthcare Software for 2024 by The Healthcare Technology Report

Retrieved on: 
Thursday, March 21, 2024
Health, Technology, Hospitals, Practice Management, Health Technology, Software, Radiology, Emergency medicine, Risk, CLU, Organization, Creativity, Research, News

Nym, the leader in autonomous medical coding, today announced that it has been named among the Top 25 Healthcare Software Companies of 2024 by The Healthcare Technology Report .

Key Points: 
  • Nym, the leader in autonomous medical coding, today announced that it has been named among the Top 25 Healthcare Software Companies of 2024 by The Healthcare Technology Report .
  • A leader in healthcare sector news, The Healthcare Technology Report delivers insights to over 60,000 executives and aspiring professionals in the industry.
  • “This award recognizes leaders in the software space who are driving meaningful change via innovation and bolstering the efforts of healthcare organizations across the industry,” said Or Peles, Nym’s CEO.
  • Additional information about The Healthcare Technology Report’s Top 25 Healthcare Software Companies of 2024, including the full list of winners, can be found here .

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Retrieved on: 
Monday, March 11, 2024
Culture, Organization, Growth, Partnership, Ameriprise Financial, Acquisition, Business development, CRPC, MSFS, CLU, RICP, CFP, Marketing, Family, CLTC, Chfc, Financial adviser

PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York. Latitude serves hundreds of families and businesses, representing $210 million in total client assets. The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.

Key Points: 
  • Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
    PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York.
  • The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.
  • With the addition of Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing more than $4 billion in client assets.
  • We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform."

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

Retrieved on: 
Wednesday, March 6, 2024
Professional Services, Data Management, Other Professional Services, Technology, Finance, Asset Management, Fintech, Acquisition, Head, Chfc, RIA, CLU, Retirement, LPL Financial, Benchmarking, Financial adviser

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.

The Exceptional Women Alliance (EWA) announces selection of Lindsey Carnett, CEO & President, Marketing Maven

Retrieved on: 
Tuesday, March 5, 2024
National Association, Growth, Commerce, Female, University, Continuing education, University of California, CBS, Student, NPR, Advisory board, LOS, Marketing, PRWeek, Culture, PDMI, NBC, Electronic, Spirit, ABC, Life, Volition (psychology), NAWBO, Business, Generosity, Folio, USA Today, ERA, Friends, CLU, Conejo Valley

The Exceptional Women Alliance (EWA) announces that after an expansive search and in-depth interview process, Lindsey Carnett, CEO & President, Marketing Maven, was selected into EWA as a 2023 exceptional woman leader.

Key Points: 
  • The Exceptional Women Alliance (EWA) announces that after an expansive search and in-depth interview process, Lindsey Carnett, CEO & President, Marketing Maven, was selected into EWA as a 2023 exceptional woman leader.
  • LOS ANGELES, March 5, 2024 The Exceptional Women Alliance (EWA) announces the selection of Lindsey Carnett , CEO & President, Marketing Maven, as a 2023 exceptional woman leader.
  • Since the inception of Marketing Maven , Ms. Carnett has worked to develop The Marketing Maven Method .
  • "The Exceptional Women Alliance has been on my radar for several years as I've noticed women I admire and respect with this noted on their LinkedIn profiles.

David Eisenhauer and Team Launch Greykasell Wealth Strategies, Inc.

Retrieved on: 
Friday, February 16, 2024
CPA, PwC, Certified Public Accountant, Fidelity, Office management, Certified Financial Planner, RIA, Fidelity Investments, Dream, San Jose State University, CLU, Growth, Family, Business administration, Tax, Publication, Financial adviser

DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners. The newly-formed RIA is a multi-custodial firm that utilizes Fidelity as its largest custodian. Working with Fidelity Investments gives Greykasell access to a wide range of products and services that can help them serve the needs of their clients.

Key Points: 
  • DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners.
  • Mr. Eisenhauer, who will serve as the firm's Chief Wealth Strategist, has more than 14 years of investment experience.
  • Joining Mr. Eisenhauer at Greykasell is his entire team, including Cynthia Alyssa Pammett (Director of Operations) and Michael Kimbrough (Director of Investments) and his wife, Teri Eisenhauer, who serves as Office Manager.
  • "We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients," said Mr. Eisenhauer.

Nym Named to New York Digital Health 100 for Third Consecutive Year

Retrieved on: 
Thursday, February 8, 2024
Health Technology, Health, Practice Management, Emergency medicine, CLU, Digital, Radiology, Risk, Hospital

Nym , the leader in autonomous medical coding, today announced that, for the third year in a row, it has been named to Digital Health New York’s (DHNY) Digital Health 100, which celebrates the most innovative and exciting health startups in New York.

Key Points: 
  • Nym , the leader in autonomous medical coding, today announced that, for the third year in a row, it has been named to Digital Health New York’s (DHNY) Digital Health 100, which celebrates the most innovative and exciting health startups in New York.
  • DHNY recognized Nym for its multi-specialty autonomous medical coding solution and the impact it’s had on reducing costly administrative burdens associated with medical coding and billing.
  • “It’s an honor to be named to the Digital Health 100 list for the third time and to be among such innovative, disruptive companies that are transforming healthcare,” said Julien Dubuis, Chief Commercial Officer at Nym.
  • “2024 marks the fifth year of the New York Digital Health 100 and, in that time, the digital health ecosystem in New York has significantly grown and evolved,” said Bunny Ellerin, co-founder and CEO, DHNY.

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

Retrieved on: 
Tuesday, January 30, 2024
Health, Consumer, Technology, Health Technology, Seniors, Health Insurance, Software, Partnership, GuideWell, Causality, CLU, Advisory board, Growth, MD, Lundquist, Golden Rule, MMM, Entrepreneurship, Principle, UnitedHealth Group, Chfc, Learning, Health equity, FAAP, Gavras, Medicare, Management

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
Chfc, Teacher, CLU, CASL, Cetera Financial Group, Retirement, Financial adviser

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
JD, CAE, RICP, RF, Pacific Bridge Company, Business marketing, CPC, State, National Association, CFBS, CFP, Conference, LACP, Life Happens, Organization, Service provider, FSS, CIS, Financial services, CFS, FSP, AEP, CASL, CLTC, CEBS, Adviser, Chfc, Veritas, Sammons, RFC, Associate, Ken Cuccinelli, CLCS, Tony L. Cothron, MD, CLU, Society, Financial adviser, Management, Trustee

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
Ministry of Labour, Holz, White, Oklahoma Insurance Commissioner, Labour, CASL, National Association, Conference, LACP, Adviser, Chfc, Retirement, Congress, Hearing, Interest, CLU, Financial adviser, Insurance

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.