The Financial Services Group at lobbying firm Ballard Partners is approaching its two-year anniversary, and just like the industries it specializes in, it’s growing at a rapid pace. Ballard Partners launched the practice in August 2020 and brought on former Florida Chief Financial Officer Jeff Atwater to run the show. Though many know Atwater for
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SUMMIT, N.J., July 7, 2022 /PRNewswire/ — The Simplicity Group (“Simplicity”) today announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint PHOENIX, June 22, 2022 /PRNewswire/ — Advisor Group, one of the nation’s largest networks of independent wealth management firms, today announced a definitive agreement to acquire