Thrivent

DALBAR’s Universal Life Web Review Identifies Providers Achieving Self-Service Excellence

Retrieved on: 
Wednesday, March 6, 2024
Finance, Consulting, Accounting, Professional Services, Insurance, Universal life insurance, Lincoln National Corporation, Thrivent, Universal Life, History, Government, Nationwide, Function

DALBAR has completed their annual review of website experiences offered to potential and existing Universal Life Insurance customers, and is recognizing providers whose websites earned high scores in 2023.

Key Points: 
  • DALBAR has completed their annual review of website experiences offered to potential and existing Universal Life Insurance customers, and is recognizing providers whose websites earned high scores in 2023.
  • Life insurance is an important consideration and these firms excel in supporting both the search for products and service to policyholders.
  • John Hancock's Universal Life experience excels holistically, ranking within the top 5 across all evaluation areas.
  • For more information, or to find out if your firm was included in DALBAR’s Universal Life website review, email [email protected] .

Nepsis® Welcomes Veteran Financial Advisor Ed Stober

Retrieved on: 
Tuesday, February 6, 2024
Professional Services, Technology, Finance, Software, Fintech, Consulting, Thrivent, Acquisition, Growth, Knowledge, Charles Schwab, CPA

Nepsis, Inc ., (“Nepsis®”) a national financial advisor and investment management firm, is strengthening its executive team by welcoming industry veteran Ed Stober as senior wealth advisor.

Key Points: 
  • Nepsis, Inc ., (“Nepsis®”) a national financial advisor and investment management firm, is strengthening its executive team by welcoming industry veteran Ed Stober as senior wealth advisor.
  • Stober will focus on further integrating the firm's family office framework and nurturing certified public accountant (CPA) relationships.
  • Further, Stober will contribute to the ongoing improvement of advisor training programs, further solidifying Nepsis' commitment to providing financial clarity.
  • "Ed joins our team with a wealth of experience in collaborating with CPAs as a financial advisor,” said Nepsis® founder and CEO, Mark Pearson .

Penny Forward Receives $20,000 Donation from Thrivent to Drive Financial Inclusion

Retrieved on: 
Monday, February 5, 2024
Partnership, Growth, Thrivent, Employment, Social Security, Knowledge, Software, Entrepreneurship, Social, Auction

MINNEAPOLIS, Feb. 5, 2024 /PRNewswire/ -- Penny Forward, a nonprofit organization that offers accessible and affordable financial education to individuals who are blind or visually impaired, announced today that it received a $20,000 donation from Thrivent, a Fortune 500 diversified financial services organization. This generous grant will enhance Penny Forward's commitment to helping people navigate important financial topics, like investing, budgeting, saving and more.

Key Points: 
  • Having been blind since birth, Peterson founded Penny Forward with the belief that financial confidence empowers individuals to have a greater impact on the world, whether through employment or entrepreneurship.
  • The collaboration between Penny Forward and Thrivent signifies a shared dedication to fostering financial confidence within the blind community.
  • With the goal in sight, Penny Forward plans to expand its course catalog and bolster its team of blind financial counselors.
  • Penny Forward offers $9 monthly and $99 annual memberships, providing members with self-paced, online financial education courses, virtual workshops, and one-on-one financial counseling services – all designed to enhance their financial health.

KBRA Assigns a Rating to the Class A Notes Issued by White Rose CFO 2023 Holdings, LLC

Retrieved on: 
Thursday, December 28, 2023
Professional Services, Finance, Thrivent, Partnership, Jules Kroll, Acquisition, Note, KBRA, LP, European, Transaction, Net asset value, Asset, Loan, ESG, Disclosure, Insurance, Policy, Security (finance)

KBRA assigns a rating to the Class A Notes issued by White Rose CFO 2023 Holdings, LLC.

Key Points: 
  • KBRA assigns a rating to the Class A Notes issued by White Rose CFO 2023 Holdings, LLC.
  • The Notes are indirectly backed by limited partnership (LP) interests in five different White Rose Funds of Funds (the "White Rose Funds"), which in turn hold a diversified pool of interests in private funds.
  • In aggregate, the White Rose Funds hold LP interests in 70 unique seasoned funds managed by 58 unique general partners (GP).
  • The allocable portion of the White Rose Funds that support the repayment of the Notes has a Net Asset Value of approximately $800 million and unfunded capital commitments of approximately $127 million as of October 31, 2023.

Nikki Sorum, John Uribe Join Board of Directors for Alerus Financial Corporation

Retrieved on: 
Wednesday, December 13, 2023
Banking, Asset Management, Professional Services, Finance, Alerus, RedBrick Health, Economics, NCR Corporation, Harvard Business School, Organization, Blue Cross, McKinsey & Company, Financial system, Blue Shield, GE Commercial Finance, The Bakken, MBA, University, Indiana University Bloomington, Learn to Live, Indiana University, Knowledge, General Mills, Bakken Formation, Royal Bank of Canada, Management, Thrivent

Alerus Financial Corporation (Nasdaq: ALRS) is pleased to announce the addition of Nikki Sorum and John Uribe to its board of directors.

Key Points: 
  • Alerus Financial Corporation (Nasdaq: ALRS) is pleased to announce the addition of Nikki Sorum and John Uribe to its board of directors.
  • “We are honored to welcome these accomplished financial leaders to our board,” said Alerus CEO and President Katie Lorenson.
  • “Nikki and John have incredible depth of knowledge to contribute as we continue building on our company’s strong foundation.
  • Mr. Uribe brings more than 30 years of financial and strategic leadership experience with expertise in mergers and acquisitions, financial planning and analysis, and general management.

KBRA Assigns a Preliminary Rating to the Class A Notes issued by White Rose CFO 2023 Holdings, LLC

Retrieved on: 
Friday, December 8, 2023
Professional Services, Finance, Disclosure, KBRA, Acquisition, Transaction, Thrivent, Jules Kroll, Insurance, European, Note, Partnership, ESG, LP, Loan, Net asset value, Policy, Security (finance), Telescopic sight, Asset

KBRA assigns a preliminary rating to the Class A Notes issued by White Rose CFO 2023 Holdings, LLC.

Key Points: 
  • KBRA assigns a preliminary rating to the Class A Notes issued by White Rose CFO 2023 Holdings, LLC.
  • The Notes are indirectly backed by limited partnership (LP) interests in five different White Rose Funds of Funds (the "White Rose Funds"), which in turn hold a diversified pool of interests in private funds.
  • In aggregate, the White Rose Funds hold LP interests in 70 unique seasoned funds managed by 58 unique general partners (GP).
  • KBRA’s preliminary rating also considers the ability of Thrivent to fulfill its servicing and financial obligations for this transaction.

Tennant Company Appoints Brock Christianson as Senior Vice President, Chief Human Resources Officer

Retrieved on: 
Thursday, November 16, 2023
Retail, Chemicals, Plastics, Environment, Manufacturing, Specialty, Other Manufacturing, Concordia University, Attention, Tennant Company, Medtronic, NYSE, TNC, Thrivent, Honeywell, Investment, Emerson Electric, Marketing, Future map (organizational planning), University, Operation, Management

Tennant Company (“Tennant”) (NYSE: TNC), a world leader in the design, manufacture and marketing of solutions that help create a cleaner, safer, healthier world, today announced it has appointed Brock Christianson as the Company’s Senior Vice President, Chief Human Resources Officer, effective November 27.

Key Points: 
  • Tennant Company (“Tennant”) (NYSE: TNC), a world leader in the design, manufacture and marketing of solutions that help create a cleaner, safer, healthier world, today announced it has appointed Brock Christianson as the Company’s Senior Vice President, Chief Human Resources Officer, effective November 27.
  • “Brock is an accomplished HR leader with extensive experience in global business and transformation leadership, acquisitions and divestures, establishing high-performing global teams and building world-class human resources solutions,” said Dave Huml, Tennant Company’s President and Chief Executive Officer.
  • “He joins Tennant Company as we embark on a new enterprise strategy focused on growth ambitions for the organization.
  • The Tennant Company logo and other trademarks designated with the symbol “®” are trademarks of Tennant Company registered in the United States and/or other countries.

F2 Strategy Bolsters Leadership Team with the Appointment of Veteran Industry Leaders

Retrieved on: 
Thursday, October 12, 2023
Professional Services, Other Professional Services, Finance, Fintech, Consulting, Banking, Multimedia, Engineering, Acquisition, Thrivent, Organization, Advice, System, Boston Consulting Group, Principal, BCG, Growth, Benchmarking, CRM, Associate, Vanguard, EIR, Boston, Research, Financial services, Management, Residence

These appointments come on the heels of the strategic addition of industry veteran Laura Korbel as President earlier this year as F2 Strategy positions for further growth.

Key Points: 
  • These appointments come on the heels of the strategic addition of industry veteran Laura Korbel as President earlier this year as F2 Strategy positions for further growth.
  • “We are delighted to add these rockstars to our growing team,” said Doug Fritz , CEO and co-founder of F2 Strategy.
  • In addition to F2 Strategy’s deep bench of industry expertise, the firm also operates the largest confidential group of industry CTOs/COOs in North America.
  • Meeting at regular intervals to discuss important industry trends, this forum allows F2 Strategy to bring benchmarking and best practices from over 130 wealth firms into all client engagements.

New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities

Retrieved on: 
Tuesday, September 26, 2023
Heart, Life, Education, Attention, Thought, Outline, Integration, Child, Love, Growth, Health, Environment, Family, Risk management, Online shopping, Management, Thrivent

MINNEAPOLIS, Sept. 26, 2023 /PRNewswire/ -- According to a new survey by diversified financial services leader Thrivent, the current environment – including mounting concerns over the economy, fear of recession and high levels of personal debt – has many Americans feeling like they must prioritize certain financial needs and make difficult choices. This potentially comes at the expense of their personal values and how they may otherwise prefer to use their money. Many Americans believe drastically increasing their income is a way to bring their financial decisions in closer alignment to their values: 42% of Americans said they'd need 21-60% more income to bring their financial decisions closer to their values, and 22% said they'd need 61-100% more. 

Key Points: 
  • New survey by Thrivent finds many Americans are at a crossroads with their financial priorities.
  • The survey found Americans would like to bring financial decisions closer to their values if they could.
  • Thrivent believes the financial advice journey should begin early to connect financial decisions to values.
  • While today's economic environment presents many challenges, a financial advisor can help people take meaningful steps to connect their financial decisions to their values.

Lincoln Financial Network appoints Adam Wilson as new vice president of strategic partnerships

Retrieved on: 
Monday, September 11, 2023
Finance, Banking, Accounting, Professional Services, Insurance, LFN, Wilson, Lenoir–Rhyne University, Life, Williams v Natural Life Health Foods Ltd, LPL, Wealth management, Lincoln National Corporation, LPL Financial, Thrivent, Management, Health

Lincoln Financial Network (LFN) announced that Adam Wilson has joined as vice president of strategic partnerships, vendor and platform management.

Key Points: 
  • Lincoln Financial Network (LFN) announced that Adam Wilson has joined as vice president of strategic partnerships, vendor and platform management.
  • Reporting to John DiMonda, senior vice president, head of Lincoln Financial Advisors, Wilson is responsible for overseeing the strategic product partners, platform integration and strategic vendor management as well as tracking and creating new areas of opportunity for LFN.
  • Adam will help ensure we remain at the forefront of the industry with product, platform and technology partnerships we forge in support of our financial professionals and clients.”
    Wilson joins Lincoln Financial from LPL Financial, where he most recently served as vice president of strategic partnerships, technology and advisor solutions.
  • Prior to LPL, Wilson was a financial associate at Thrivent Financial.