Company news
Simplicity Holding Ltd. news in 2025
Simplicity Holding Ltd.'s news releases, calls and decks from 2025, newest first.
Simplicity Expands Fee-Based Insurance Offering with RetireOne® Acquisition and Welcomes David Stone, Jeff Cusack, and Ed Mercier as its Newest Partners
October 13, 2025
Simplicity Enhances its Point-of-Sale Platform with the Acquisition of Insurance Planning Advisors, Welcoming New Partners, Michael Cianci, James Henley, Scott Meadows, and Chad Thacker
October 6, 2025
Simplicity Acquires Professional Planning Services, Welcoming Chris Lester, Keith Lester, and Katelyn Erchick as Newest Partners
September 17, 2025
Simplicity Acquires Aptus Wealth, Welcoming Josh Pick as the Newest Simplicity Partner
August 21, 2025
Simplicity Continues Growth with the Acquisition of Northeast Brokerage and Adds Three New Partners
August 19, 2025
Simplicity Expands its Strategic Offering with the Acquisition of Planscope360™ and Welcomes New Partners, Al Otto and Robert McLean
July 23, 2025
Simplicity Acquires Verity Asset Management and Welcomes Gordon Wegwart, Sean McGill, Amy Simonson, and Jeff Munsey as New Partners
July 15, 2025
Simplicity Welcomes Three New Partners with the Acquisition of DuVall Financial Group
July 8, 2025