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SIMPLICITY FINANCIAL MARKETING
Posted Date:
April 21, 2026
Simplicity Securities Expands Leadership with the Addition of Michael Colón and Dan O’Toole
SIMPLICITY FINANCIAL MARKETING
April 21, 2026
Simplicity Strengthens its National Footprint with the Acquisition of CPS Horizon Financial Group, Welcoming Mike Smith to the Partnership
SIMPLICITY FINANCIAL MARKETING
April 14, 2026
Simplicity Continues Expansion Strategy with the Acquisition of ATS Wealth Management, Welcoming Sandeep Varma, Nisha Varma, and Phylip Simmons to the Partnership
SIMPLICITY FINANCIAL MARKETING
April 13, 2026
Simplicity Expands its National Footprint with the Acquisition of Insurance Planners and Advisors Group, Welcoming Jim Tucker and Mike Tucker to the Partnership
SIMPLICITY FINANCIAL MARKETING
April 8, 2026
Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors
SIMPLICITY FINANCIAL MARKETING
February 18, 2026
Simplicity Acquires LeSourd Partners, Welcoming Three New Partners: Jake LeSourd, Diane Covin, and Kim Roberts
SIMPLICITY FINANCIAL MARKETING
February 12, 2026
Simplicity Continues its Momentum with the Acquisition of Wholehan Marketing, Adding Chris Wholehan and Jessica Hernandez as the Group’s Newest Partners
SIMPLICITY FINANCIAL MARKETING
February 12, 2026
Simplicity Group Acquires Source Brokerage, Expanding Collective Disability Insurance Resources and Specialized Institutional Expertise
SIMPLICITY FINANCIAL MARKETING
February 2, 2026
