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REGISTER NOW Intelliflo, a new technology company created by asset manager Invesco, has landed a significant new customer. Insurance giant State Farm announced plans to migrate its brokerage business onto Intelliflo’s platform in an effort to boost agents’ ability to offer investment management and financial planning. Agents will get a single program to recommend products across brokerage and advisory accounts, and Intelliflo will provide risk mapping, goals-based planning, and some client self-service tools. In 2018, Invesco acquired Intelliflo, which provides wealth management software ...

Is This A Truce In The Distribution Demographic War? A common observation during the pandemic is that it was no place for older people, at least not in the province of life insurance sales. But we saw some glimmers of a truce in the war of the demographics. It is true that younger agents tend to have a greater facility for tech, however they also did not have a book of clients to fall back on. Although older agents might not have the same facility for tech, they also have experience that help guide younger colleagues, said John Carroll, corporate vice president, member relations and sales, LI...

Financial services company Northwestern Mutual is expanding its New York footprint, leasing two new offices in Harlem and Cedarhurst. In Harlem, the company leased 4,000 s/f of office space at 1825 Park Avenue (pictured top) in a deal brokered by JLL. 1825 Park Avenue, AKA The Lee Building And at 425 Central Avenue in Cedarhurst, Northwestern took 5,000 s/f of office space in a five-year deal brokered with The Andrews Organization. According to TRD, Savanna recently listed the 135,000 s/f Lee Building for sale at $75 million. Savanna, investment firm, headed by Christopher Schlank and Nichola...

Northwestern Mutual is opening new officers in Harlem and Long Island, NY. Image: Twitter/@turnstyle Northwestern Mutual, a national financial services company, has announced it will open two new offices in Long Island and Harlem. Financial Advisor Anthony Williams will oversee the Harlem office working with financial professionals who grew up in Harlem and the Bronx and have experience doing business in the community. Williams and his staff will use their community connections to identify opportunities for financial education and support for businesses owned by Black, Latinx, and other under...

Share this article Share this article DENVER, Feb. 17, 2021 /PRNewswire/ -- Sparks Financial, a Denver-based wealth management firm associated with the Northwestern Mutual Private Client Group, announced today Founder and CEO Scott Sparks has been named by Forbes as one of the Best-in-State Wealth Management Advisors for 2021. "Sparks Financial is a shining example of our exceptional advisor teams that provide unmatched service to help clients realize their financial goals and dreams through comprehensive planning," said Tim Gerend, chief distribution officer, Northwestern Mutual. "Congrat...