Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources
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PORTLAND, Ore., May 12, 2021 /PRNewswire/ Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.
The new alliance will better align SRG and AIC goals, helping AIC financial professionals grow through acquisition and develop their succession plan. AIC also expects the alliance will create a win-win, with their firm more likely to retain financial professionals and assets through SRG s proactive consulting, resources, information, and reduced fees that are part of the alliance.
Ameritas Selects Docupace as Back Office Platform
12/17/2020 | 07:04am EDT
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LOS ANGELES, Dec. 17, 2020 /PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for its affiliated financial professionals. It s a sensational day when two companies like Ameritas and Docupace come together to improve efficiency and expand client access to much-needed financial advice, says
David Knoch, Docupace Chief Executive Officer. Ameritas mission to fulfill life aligns with ours at Docupace – to democratize the capabilities of digital financial advice.