It turns out that brokerage firms other than giants like LPL Financial, Osaic, and Cetera Financial Group are targeting acquisitions of firms or financial planning consultants. The competition in the investment planning industry is heating up, with Lincoln Financial Group making waves with their latest offerings.
The Lincoln Financial Group has added a new option to its suite of in-plan guaranteed lifetime income products. This move is aimed at providing more security and stability for retirees and those planning for their future. With the increasing focus on retirement planning, Lincoln Investment is staying ahead of the curve by expanding their offerings.
When Teresa Fitzgerald, a financial planning consultant and advisor, founded Affinity Planning Partners in Peachtree City last year, she had a vision of providing personalized and comprehensive financial solutions. Lincoln's independent broker-dealer and registered investment advisory firms, including a national network of financial professionals, are also dedicated to helping individuals achieve their financial goals.
Lincoln Financial Group announced Tuesday an addition to its in-plan guaranteed income investment offerings for defined contribution retirement plans. This new option will provide participants with more flexibility and security when it comes to planning for their retirement. The move is part of Lincoln's ongoing commitment to innovation and customer satisfaction.
Lincoln Financial Group is launching its FlexPEP(k) and FlexPEP(b), a pooled employer plan (PEP) solution for 401(k) and 403(b) plans. This new offering will provide employers and employees with a streamlined and cost-effective retirement planning solution. With the ever-changing landscape of retirement planning, Lincoln Investment is adapting to meet the needs of their clients.
Jim Crowley, the global head of Pershing at BNY Mellon Courtesy of Pershing, with so many firms offering technology products to advisors and brokers, the competition in the financial planning industry is fiercer than ever. Lincoln Investment Planning (Lincoln Investment) and BNY Mellon's Pershing have expanded their long-standing clearing arrangement to provide more comprehensive services to their clients.
With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. This move highlights the importance of aligning with firms that share the same vision and goals. As the industry continues to evolve, Lincoln Investment is positioning itself as a leader in the financial planning space.
