by Rosie | Oct 11, 2021 | Press Releases
September 14, 2021 − Summit, N.J – Simplicity Group (“Simplicity”) today announced the acquisition of Minneapolis-based Simplicity Solutions, LLC (“Simplicity Solutions”). Simplicity Solutions is a leading provider of unified managed account investment...
by Simplicity Solutions | Jul 14, 2017 | Press Releases
July 17, 2017 − Minneapolis, MN – Simplicity Solutions (“Simplicity Solutions”), a comprehensive and flexible platform for overseeing the entire wealth management process, today announced a strategic relationship with Mercer Investments, a global leader in...
by Simplicity Solutions | Feb 28, 2017 | Press Releases
Simplicity Solutions, LLC (Simplicity Solutions) announced this week the addition of Rich Conley and Thomas J. Rozman to its Executive Team. Rich Conley joins as Executive Vice President and Head of Sales, while Thomas J. Rozman, CFA, will serve as Chief Investment...
by Simplicity Solutions | Jul 14, 2016 | Press Releases
BizEquity, the world’s leading provider of cloud based business valuation and performance big data, today announces that it has signed a strategic partnership with Simplicity Solutions (Simplicity Solutions), a technology-focused wealth management platform. The...
by Simplicity Solutions | Apr 6, 2016 | Press Releases
Topeka, Kansas, April 5, 2016 — Leading insurance marketing organization Advisors Excel has partnered with Simplicity Solutions, a technology-focused company concentrating on wealth management platforms, to help support the launch of Advisors Excel’s newest division,...
