Definiti Launches Exclusive Program for Advisor Success
Definiti announces the launch of an exclusive advocacy program to give financial advisors access to proprietary plan resources, insightful activity reports and expert service solutions.
Definiti announces the launch of an exclusive advocacy program to give financial advisors access to proprietary plan resources, insightful activity reports and expert service solutions.
Definiti, a national retirement services firm, today announced the appointment of Kristin Andreski as Chief Executive Officer,
Definiti, a national leader in retirement services, announced the appointment of Richard Frink as Head of Sales and Betsy Schaaf as ERISA Counsel.
Definiti, a national retirement services firm, today announced the acquisition of Retirement LLC.
Definiti is pleased to announce the appointment of Russell Polin as Chief Financial Officer and Magda Farren, CPA, as Chief Accounting Officer.
Definiti, a national retirement services firm, today announced the acquisition of Werntz & Associates of Little Rock, Arkansas.
Former U.S. Senator Pat Toomey and AssetMark CEO Ron Cordes to have been named to the Definiti Board of Managers bringing decades of retirement policy and financial services experience.
Wisconsin-based TPA, National Administration, Inc., adds staff and Solo(k) scale to Definiti
Lovell Minnick Partners investment enables Definiti to scale client services, strengthen organic growth initiatives and pursue strategic acquisitions.
Missouri-based firm finds a new home with Definiti