Principal Financial Group (PFG) is a Des Moines-based global investment management and insurance company. The firm provides retirement plans, annuities, insurance, and asset management to individuals ...

HARTFORD, Conn. & NEW YORK--(BUSINESS WIRE)--Nassau Financial Group, L.P. (“Nassau”), a leading provider of fixed annuities and asset management, and Fortress Investment Group LLC (“Fortress”), a ...

Lincoln Financial reported strong second-quarter 2025 results that the company said reflects an increasingly diversified earnings mix. Life Insurance: Lincoln Financial Group provides a range of life ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Bleakley Financial Group (“Bleakley”), a dynamic wealth advisory and financial planning firm, today announced its official rebrand to OnePoint BFG Wealth Partners ...

AKRON, Ohio, Dec. 2, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today ...

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. About The Atrium ...

Sequoia Financial Group, an Akron, Ohio–based registered investment advisor, recently announced an agreement to acquire fellow Ohio RIA Wealthstone Advisors. Out of the six RIA acquisitions Sequoia ...

OVERLAND PARK, Kan., Dec. 9, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group ...

CINCINNATI (Cincinnati Business Courier) - A growing Cincinnati financial planning and wealth management firm has sold an ownership stake to a New York-based company that backs investment management ...

Insurance and asset management company Principal Financial reported a rise in third-quarter profit on Monday, driven by increased premiums and stronger fee income. The boom in private credit and ...

Lincoln Financial Group (LFG) is a financial services group based in Radnor. It offers annuities, life insurance, retirement plans, and private market funds to 17 million customers. As of 2024, the ...