InvestmentNews: “RetireOne insurance platform buys EF Legacy Securities”

Reporting on the purchase of EF Legacy Securities by Aria/RetireOne, InvestmentNews writes, “the acquisition allows RetireOne to expand its insurance and annuity back-office services for RIA firms, and better assist registered representatives moving their practices to a fee-based model, Aria said in a release.”

InvestmentNews also reports that Chief Compliance Officer Rainey Gray has agreed to stay on in that roll with the broker-dealer, now based in Louisville, Kentucky.

Read more →

Download your Complimentary eBook:

Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.

Get the eBook