Polynesian Leaders Group

Simplicity and The Leaders Group Unite to Bring an Unrivaled Service Offering to the Independent Financial Product Distribution Channel

Retrieved on: 
Wednesday, February 15, 2023
CO, Motto, Insurance, Downtown Manhattan Heliport, Trust, Polynesian Leaders Group, Broker-dealer, Simplicity, IBD, Partnership, History, Financial adviser

Founded by Dave Wickersham in 1994, The Leaders Group is a leading broker-dealer for brokerage general agencies and independent financial advisors.

Key Points: 
  • Founded by Dave Wickersham in 1994, The Leaders Group is a leading broker-dealer for brokerage general agencies and independent financial advisors.
  • “With our new partnership, Simplicity meaningfully enhances its ability to provide institutional-quality support and services for our independent distribution partners.
  • The Leaders Group, Inc. has been recognized as a top independent broker-dealer in the nation several years running by InvestmentNews.
  • Now, in partnership together, Simplicity and Leaders will deliver an unrivaled suite of resources to help grow the independent distribution channel.”

Simplicity and The Leaders Group Unite to Bring an Unrivaled Service Offering to the Independent Financial Product Distribution Channel

Retrieved on: 
Wednesday, February 15, 2023
CO, Insurance, Downtown Manhattan Heliport, Trust, Polynesian Leaders Group, Broker-dealer, IBD, Partnership, History, Financial adviser, Simplicity

SUMMIT, N.J., Feb. 15, 2023 /PRNewswire/ -- Simplicity Group Holdings, Inc. ("Simplicity") today announced that it has entered into a definitive agreement to acquire The Leaders Group, Inc. ("The Leaders Group"), a national, independent broker-dealer (IBD) located in Littleton, CO.

Key Points: 
  • SUMMIT, N.J., Feb. 15, 2023 /PRNewswire/ -- Simplicity Group Holdings, Inc. ("Simplicity") today announced that it has entered into a definitive agreement to acquire The Leaders Group, Inc. ("The Leaders Group"), a national, independent broker-dealer (IBD) located in Littleton, CO.
  • Founded by Dave Wickersham in 1994, The Leaders Group is a leading broker-dealer for brokerage general agencies and independent financial advisors.
  • "With our new partnership, Simplicity meaningfully enhances its ability to provide institutional-quality support and services for our independent distribution partners.
  • Now, in partnership together, Simplicity and Leaders will deliver an unrivalled suite of resources to help grow the independent distribution channel."

TruChoice Adds 3 RILA Carriers to Product Shelf

Retrieved on: 
Wednesday, December 14, 2022
Financial Industry Regulatory Authority, Rila, Marketing, Suite, Polynesian Leaders Group, CUNA Mutual Group, FINRA, TruChoice Federal Credit Union, RILA, Lincoln National Corporation, SPD, Risk, Brighthouse Financial, Financial adviser

The additions give TruChoice's financial professionals expanded product offerings with seven RILA carriers to choose from.

Key Points: 
  • The additions give TruChoice's financial professionals expanded product offerings with seven RILA carriers to choose from.
  • "We're committed to staying at the forefront of this marketplace, and we're excited to almost double the number of RILA carriers we have available for our financial professionals.
  • TruChoice's recently added RILA carriers are Athene, Global Atlantic Financial Group, and Lincoln Financial Group.
  • They join TruChoice's existing RILA carriers, Allianz Life Insurance Company of North America, Brighthouse Financial, CUNA Mutual Group, and MassMutual Ascend.

Jane Riley wins National Society of Compliance Professionals’ JH Award

Retrieved on: 
Thursday, November 10, 2022
DOL, Publication, GLOBE, IARS, Broker-dealer, Polynesian Leaders Group, IBD, NASAA, Research, Education, Knowledge, Organization, Technology, Board, Conference, Mentorship, CRM, SEC, Compliance, Attitude, Freedom, Leadership, TLG, FINRA, Government Accountability Office, Growth, Industry, Monaco Heliport, National Society, Financial adviser, Audit, Financial services

Littleton, Colorado, Nov. 10, 2022 (GLOBE NEWSWIRE) -- In October, the National Society of Compliance Professionals (NSCP) presented Jane Riley, chief compliance officer of The Leaders Group, Inc. and TLG Advisors, Inc., with the JH Award.

Key Points: 
  • Littleton, Colorado, Nov. 10, 2022 (GLOBE NEWSWIRE) -- In October, the National Society of Compliance Professionals (NSCP) presented Jane Riley, chief compliance officer of The Leaders Group, Inc. and TLG Advisors, Inc., with the JH Award.
  • I am honored to be recognized by my compliance peers with the JH Award, said Jane Riley.
  • Through years of volunteer work with NSCP, Jane has become a friend, confidant, and mentor to countless professionals within the financial services industry.
  • The National Society of Compliance Professionals is a nonprofit, membership organization dedicated to serving and supporting the compliance professional in the financial services industry.

Biostarks Designated As Official Biomarker Testing Kit of the Global Ironman Triathlon Series and Title Partner of the 2022 Ironman Arizona Triathlon, Part of the Vinfast Ironman U.S. Series

Retrieved on: 
Wednesday, October 19, 2022
Rock 'n' Roll Virginia Beach Half Marathon, Standard, IRONMAN, Education, Haute Route, Pop, Global, Rock, Partnership, Technology, Cape Epic, Goal, Longevity, Health, Polynesian Leaders Group, Charter Communications, Athlete, Amazon, VinFast, Online shopping, Entertainment, Reddit, Series, Turnitin, Advance

SOUTH JORDAN, Utah, Oct. 19, 2022 /PRNewswire/ -- Biostarks, a preventative health and wellness company, recently announced a multi-year partnership as the Official Biomarker Testing Kit of the Global IRONMAN Triathlon Series.

Key Points: 
  • SOUTH JORDAN, Utah, Oct. 19, 2022 /PRNewswire/ -- Biostarks, a preventative health and wellness company, recently announced a multi-year partnership as the Official Biomarker Testing Kit of the Global IRONMAN Triathlon Series.
  • The partnership kicked off Oct. 6 & 8, 2022 at the 2022 VinFast IRONMAN World Championship, in Kailua-Kona, Hawai`i.
  • "Biostarks is excited to partner as IRONMAN's official biomarker test kit provider," says Mark Baker, Chief Executive Officer of Biostarks Labs US.
  • "We are thrilled to have Biostarks join us as an exclusive home test kit global partner," says Matt Wikstrom, Chief Partnerships Officer for The IRONMAN Group.

Countable Partnership with Subtext Increases Brand Engagement to Underserved Digital Communities

Retrieved on: 
Wednesday, October 12, 2022
Environmental Defense Fund, Communication, IRONMAN, Software as a service, Organization, Levis, Albertsons, POP, Stage Entertainment, Partnership, Condé Nast, Inter-Alpha Group of Banks, Technology, Discovery, Starbucks, CEO, Polynesian Leaders Group, Causes (company), Charter Communications, Alpha Group, Countable set, GLOBE, List of assets owned by Gannett, Internet, Sony Music, SMS, Leadership, Mobile phone, USAFacts, BuzzFeed, Subtext, Turnitin

NEW YORK, Oct. 12, 2022 (GLOBE NEWSWIRE) -- Subtext , an award-winning texting platform connecting brands and their audiences, today announced its partnership with Countable , the leading SaaS platform for community management and engagement.

Key Points: 
  • NEW YORK, Oct. 12, 2022 (GLOBE NEWSWIRE) -- Subtext , an award-winning texting platform connecting brands and their audiences, today announced its partnership with Countable , the leading SaaS platform for community management and engagement.
  • Through this partnership, Countables platform will offer Subtexts SMS services to enable communication avenues to underserved digital communities that may not have direct or consistent access to broadband internet.
  • Countables partnership with Subtext not only enables Countable to integrate best-in-class SMS services but accommodates the need for brands and organizations to engage whole communities often left out of communication strategies most commonly consisting of low-income families, essential workers, and remote-access households.
  • "Countable is changing the way brands and organizations engage with their communities, and we couldn't be more excited to help them continue to drive meaningful impact, said Mike Donoghue, co-founder and CEO of Subtext.

VINFAST BECOMES THE NAMING RIGHTS PARTNER FOR THE IRONMAN® NORTH AMERICA SERIES FROM 2023

Retrieved on: 
Tuesday, October 4, 2022
News, Movement, Technology, Standard, IRONMAN, Haute Route, Education, Pop, Multimedia, SUV, Rock, Partnership, Social enterprise, Automation, Cape Epic, EVS, Perseverance, Sport utility vehicle, Polynesian Leaders Group, UTMB, Charter Communications, VinFast, Athlete, Vingroup, World championship, Video game, Entertainment, Reddit, Industry, Turnitin, Advance

KONA, Hawaii, Oct. 4, 2022 /PRNewswire/ -- In the midst of race week for the 2022 VinFast IRONMAN World Championship, taking place on Oct 6 and 8 in Kailua-Kona, Hawai`i, VinFast joined IRONMAN in announcing they have become the Naming Rights Partner for the IRONMAN North America Series from 2023, expanding their partnership that previously covered the United States.

Key Points: 
  • KONA, Hawaii, Oct. 4, 2022 /PRNewswire/ -- In the midst of race week for the 2022 VinFast IRONMAN World Championship, taking place on Oct 6 and 8 in Kailua-Kona, Hawai`i, VinFast joined IRONMAN in announcing they have become the Naming Rights Partner for the IRONMAN North America Series from 2023, expanding their partnership that previously covered the United States.
  • Earlier this year, VinFast was announced as the first-ever naming rights partner of the IRONMAN U.S. Series from 2022 and with the expansion to Canada beginning in 2023, the series will now be titled the VinFast IRONMAN North America Series.
  • "This is the perfect opportunity for VinFast to expand its partnership with IRONMAN, as 2023 will be the year that VinFast expands its footprint across North America."
  • "When the athletes start their race at the VinFast IRONMAN World Championship, it will also signify VinFast's race in rolling our premium EVs out to our customers.

Healthcare Leaders Group Selects MeldRx™ to Meet Cures Act Requirements

Retrieved on: 
Wednesday, September 7, 2022
VP, Technology, Indian Radio Regulatory Service, Solution, ONC, Integrity, Ecosystem, Cure, 21st Century Cures Act, Health Research Development Information Network, LinkedIn, API, GTA MyCar, Laika (EHR testing framework), FHIR, Ophthalmology, Ockham, Luke, Patient Provider, Patient, Polynesian Leaders Group, Compliance, Certification, Twitter, Optometry, Efficiency, HLG, Name, EHI, Medical device

ST. LOUIS , Sept. 7, 2022 /PRNewswire-PRWeb/ -- MeldRx™ is a comprehensive Ecosystem developed by Darena Solutions for EHRs, providers, and their patients. This Ecosystem includes the ONC Certified FHIR® API that allows EHRs to meet all the certification mandates and future-proofs them from evolving regulatory and interoperability requirements. The ecosystem relieves practitioners from the burdens of integration, interpreting regulations, finding solutions, and staff disruption.

Key Points: 
  • Healthcare Leaders Group (HLG) selects MeldRx to meet and exceed the Cures Act requirements by enabling the bi-directional exchange of data between providers and patients.
  • This Ecosystem includes the ONC Certified FHIR API that allows EHRs to meet all the certification mandates and future-proofs them from evolving regulatory and interoperability requirements.
  • "Healthcare Leaders Group is excited to partner with Darena Solutions to implement MeldRx because they support our goal of leveraging technology so practices can put their patients ahead of their business.
  • The HLG team aligns with our goal of going above and beyond meeting the Cures Act requirements to achieve true healthcare interoperability."

Starlight Portfolios adds Portfolio Waterfall™ Income Models

Retrieved on: 
Thursday, August 25, 2022
Starlight, Partnership, IARS, RIAS, CFA Council of India, Clarity, Financial management, Time, Solution, Polynesian Leaders Group, The, SEC, GLOBE, LLC, Portfolio, Industry, Income, Financial adviser

Littleton, Colorado, Aug. 25, 2022 (GLOBE NEWSWIRE) -- Starlight Portfolios, a digital investment advisory platform owned by TLG Advisors, Inc. (TLGA), have entered a strategic partnership with Clarity Financial, LLC to offer the Portfolio Waterfall income models.

Key Points: 
  • Littleton, Colorado, Aug. 25, 2022 (GLOBE NEWSWIRE) -- Starlight Portfolios, a digital investment advisory platform owned by TLG Advisors, Inc. (TLGA), have entered a strategic partnership with Clarity Financial, LLC to offer the Portfolio Waterfall income models.
  • The Portfolio Waterfall income solution is a replenishing income strategy that offers higher potential withdrawal rates through all market cycles compared to traditional income portfolios.
  • The partnership with Starlight will allow the Portfolio Waterfall income strategy to significantly grow its distribution to independent investment advisors who are looking for unique income solutions to serve their clients who are entering the distribution phase of their lives, said Josh Curtis, creator of the Portfolio Waterfall.
  • The Portfolio Waterfall income strategy helps advisors address higher income needs of their clients due to rising interest rates, inflation, and market volatility.

VINFAST AND IRONMAN ANNOUNCE A GROUNDBREAKING AND COMPREHENSIVE GLOBAL PARTNERSHIP

Retrieved on: 
Saturday, July 23, 2022
Charter Communications, View, NHA, Cape Epic, Polynesian Leaders Group, World championship, Sport, EV, Partnership, Standard, VinFast, Electric bus, EVS, Athlete, City to Surf, Multimedia, Vingroup, Movement, Social enterprise, Technology, Rock, Sports Emmy Awards, Haute Route, Transport, UTMB, Pop, Rock 'n' Roll Virginia Beach Half Marathon, Naming rights, IRONMAN, Association, Automation, World Series, Now That's What I Call Music! 4 (U.S. series), Airline, Management, Entertainment, Series, Turnitin, Advance, Industry

Moreover, VinFast will be the Exclusive Automotive Vehicle, Electric Vehicle, Electric Scooter, and Electric Bus partner, providing electric vehicles, including scooters, cars, and buses for IRONMAN and IRONMAN 70.3 events.

Key Points: 
  • Moreover, VinFast will be the Exclusive Automotive Vehicle, Electric Vehicle, Electric Scooter, and Electric Bus partner, providing electric vehicles, including scooters, cars, and buses for IRONMAN and IRONMAN 70.3 events.
  • As Naming Rights partner for the VinFast IRONMAN U.S. Series, Title partner of the VinFast IRONMAN World Championship, and a Premier Partner, VinFast will be provided with highly visible brand association at IRONMAN events around the globe.
  • "The IRONMAN Group is delighted to have developed with VinFast a comprehensive and far-reaching partnership, inclusive of our pinnacle IRONMAN and IRONMAN 70.3 World Championship events," said Andrew Messick, President and Chief Executive Officer for The IRONMAN Group.
  • This is much like the spirit of IRONMAN and our athletes to break through and surpass preconceived boundaries."