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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.

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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."

Equitable Study Reveals that Relationship Status Influences Financial Behaviors and Mindsets for Women

Retrieved on:

Wednesday, December 6, 2023

Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.

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Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.
Importantly, a change in relationship status is often a catalyst for women to seek help from a financial professional.
The study found that women who work with a financial professional, regardless of relationship status, report improvements in their financial well-being.
However, despite the benefits of working with a financial professional and regardless of relationship status, only one in five women overall (20%) engage with a financial professional.

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.

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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.

FSP Names Troy Branch 2023-2024 National Secretary

Retrieved on:

Thursday, October 26, 2023

RICP, CFP, Chfc, University of Nebraska–Lincoln, CLU, Lincoln, JD, CPCU, MBA, Texas Tech University, AEP, CPC, FSP, FPA, Risk management, CEBS, University, Society, Service provider, CMS, Nursing, Management, Ameritas

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.

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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.

The Society of Financial Service Professionals Elects 2023-2024 Executive Committee

Retrieved on:

Thursday, October 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors. Serving on the executive committee of FSP's board are:

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The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors.
ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors.
The new executive committee's term began on September 1.
They are:
Jacqueline A. Baldwin, CLTC, a financial advisor with B & L Financial Architect in South Windsor, CT
Nick Elbert, CLU, LTCP, vice president of sales for OCI Insurance and Financial Services in Elkhorn, NE
John Rousos, CLU, a partner with Financial Strategies Group, LLP, Raleigh, NC

The Society of Financial Service Professionals Elects John Rousos to National Board of Directors

Retrieved on:

Thursday, October 12, 2023

FSP, MBA, Chfc, Saint, LLP, RICP, Methodism, SunTrust Banks, CLU, JD, CMS, AEP, Society, CFP, All, CPCU, CPC, CEBS, Service provider, Wood drying, Management

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected John Rousos to its national Board of Directors. Mr. Rousos joined the board on September 1.

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Mr. Rousos first became a member of FSP in 2011, and has been a member of the board of directors of FSP's Southeastern North Carolina Chapter since that time.
ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected John Rousos to its national Board of Directors.
Mr. Rousos first became a member of FSP in 2011, and has been a member of the board of directors of FSP's Southeastern North Carolina Chapter since that time.
Always active in the community, Mr. Rousos is past president of the Liverpool Lions Club and he served on the board of All Saints Methodist Church.

The Society of Financial Service Professionals Elects Nick Elbert to National Board of Directors

Retrieved on:

Thursday, October 12, 2023

Health, FSP, MBA, Chfc, RICP, CLU, Financial services, JD, Child, LTCP, CMS, AEP, Society, New Life, CFP, Long-term care, Marketing, CPCU, CPC, Disability, CEBS, Life, Service provider, Insurance, Cryptocurrency, Financial adviser

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Nick Elbert, CLU, LTCP, to its national Board of Directors. Mr. Elbert joined the board on September 1.

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A member of FSP since 2017, Mr. Elbert has been active in FSP's Kansas City Chapter and served as chapter president from 2019-2021.
ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Nick Elbert, CLU, LTCP, to its national Board of Directors.
Mr. Elbert joined the board on September 1.
A member of FSP since 2017, Mr. Elbert has been active in FSP's Kansas City Chapter and served as chapter president from 2019-2021.

The Society of Financial Service Professionals Elects Jacqueline Baldwin to National Board of Directors

Retrieved on:

Thursday, October 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Jacqueline A. Baldwin, CLTC, to its Board of Directors. Jacqueline joined the board on September 1.

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ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Jacqueline A. Baldwin, CLTC, to its Board of Directors.
Ms. Baldwin is a financial advisor with B & L Financial Architect in South Windsor, Connecticut, where she uses a comprehensive strategy to preserve a quality of life for her clients.
She also works with entrepreneurs and small-business owners to design and implement retirement plans, succession plans, and key employee financial plans.
Ms. Baldwin has more than 36 years of experience in the financial services arena.

The Society of Financial Service Professionals Names Troy Branch 2023-2024 National Secretary

Retrieved on:

Wednesday, October 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024. He assumed office on September 1.

Key Points:

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.
ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.
Troy Branch is the 2nd Vice President, Advanced Planning with Ameritas Life Insurance Company, where he consults with client advisors and insurance professionals.
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.

FSP Names Andrew Rinn 2023-2024 National President-Elect

Retrieved on:

Wednesday, October 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024. He assumed office on September 1.

Key Points:

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024.
Mr. Rinn is a frequent speaker at industry meetings, including Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting, and LIMRA Advanced Sales Forum.
Mr. Rinn is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
Mr. Rinn has been an active member of FSP since 2000; prior to being elected to FSP's national board in 2022 he served as a past president of FSP's Des Moines chapter.