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DES MOINES, Iowa, May 17, 2021 /PRNewswire/ Sammons Financial Group and the Principal Charity Classic have partnered to launch a new program called the Legacy Project, which will donate to organizations with defined goals, strategies, and measurable outcomes to address the issues of diversity, equity, and inclusion. Sammons Financial Group seeded the project with a donation of $50,000 with this first-year funding provided to The Directors Council (TDC). Business leaders need to better understand the challenges facing people of color and take action to create positive change. Sammons Financial Group is committed to our strategic D&I initiatives, said Esfand Dinshaw, chief executive officer, Sammons Financial Group. Our D&I journey focuses on actions with impact, both internally and externally. The Legacy Project will expand upon our already significant commitment to community outreach and involvement.
Sammons Financial Group Co-Founds the Legacy Project
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Sammons Financial Group Advances Digital Transformation Initiatives With iPipeline
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Sammons Financial Group Advances Digital Transformation Initiatives with iPipeline
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Sammons Financial Group Acquires Beacon Capital Management
Transaction expands company s position in registered investment advisor marketplace
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WEST DES MOINES, Iowa, April 1, 2021 /PRNewswire/ Sammons Financial Group announced it has closed on its acquisition of Beacon Capital Management – a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP). Announced in January, Sammons Financial Group acquired Beacon to expand into the growing advisor marketplace. Beacon is based in Dayton, Ohio. We look forward to the addition of Beacon Capital Management as we build our RIA strategy and expand outreach to this important financial services channel, said Esfand Dinshaw, chief executive officer, Sammons Financial Group. We welcome Beacon president Chris Cook and the entire Beacon team to Sammons Financial Group.