Adviser Product Partnerships
Summary
“It’s an absolute pleasure to partner with Asure, who shares our commitment to delivering value-add impact to their clients and users,” Aaron Schumm, founder and CEO of Vestwell, said in a statement. Insurance, retirement, and benefits consultant NFP has agreed to partner with financial operations provider Ascend on its automated billing platform. “Our engagement with NFP is a significant step towards achieving our goal of modernizing the financial infrastructure of the insurance industry,” Andrew Wynn, Co-CEO of Ascend, said in a statement. “We are committed to supporting diverse-owned alternative investment managers,” Torrence Moore, head of access to capital and DEI, U.S. Bancorp Impact Finance, said in a statement. “It’s very clear that clients expect to be having conversations about LTC with their financial advisers, but that’s not happening enough,” Jeff Levin, vice president, Care Solutions Distribution at OneAmerica, said in a statement.