"We have enjoyed a long and successful relationship with Gaines, Paul and JP, and are thrilled to officially welcome them as Simplicity Partners," said Bruce Donaldson, Partner and CEO of Simplicity. ...
Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Wholehan Marketing ...
Every company today wants to scale quickly, innovate fearlessly and stay ahead of the curve. The default playbook? Entering new markets, implementing the latest tech and diversifying product lines. It ...
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group ...
No matter what industry I worked in as a CMO, I always preached simplicity—to my team, to my agencies, to anyone who would sit still and listen. I always believed that simplicity was the root of all ...