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SIMPLICITY FINANCIAL MARKETING
Simplicity Continues Expansion Strategy with the Acquisition of ATS Wealth Management, Welcoming Sandeep Varma, Nisha Varma, and Phylip Simmons to the Partnership
May 6, 2026
Simplicity Expands its National Footprint with the Acquisition of Insurance Planners and Advisors Group, Welcoming Jim Tucker and Mike Tucker to the Partnership
May 5, 2026
Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors
March 11, 2026
Simplicity Acquires LeSourd Partners, Welcoming Three New Partners: Jake LeSourd, Diane Covin, and Kim Roberts
March 10, 2026
Simplicity Continues its Momentum with the Acquisition of Wholehan Marketing, Adding Chris Wholehan and Jessica Hernandez as the Group’s Newest Partners
March 9, 2026
Simplicity Group Acquires Source Brokerage, Expanding Collective Disability Insurance Resources and Specialized Institutional Expertise
February 2, 2026
Simplicity’s Protected Tomorrows® and Angelman Syndrome Foundation Partner to Support Families with Compassionate Planning
January 14, 2026