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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 29, 2013 at 10:16 AM
Bank broker-dealer INVEST Financial Corp. will add Equity Bank to its roster.
The Jackson National Life-owned firm announced Monday that it would provide brokerage and investment services for Equity, based in Andover, Kan. Founded in 2002, Equity Bank has $1.2 billion in assets and 29 branches across Kansas and Missouri.
INVEST currently supports 150 banks and credit unions and 1,100 representatives nationwide.
“Equity Bank’s mission to create a positive experience with their customers, shareholders, associates and peers really resonates with INVEST,” Steve Dowden, president and CEO of INVEST, said in a statement. “Through our customer service, technology solutions and operations support, we aim to build a lasting relationship with this organization. Together, we can increase back-office productivity and efficiency, providing a first-rate experience for everyone involved.”
The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings, a division of Jackson. INVEST claims to be first broker-dealer to conduct a securities trade in a bank lobby and “has remained an industry leader in providing brokerage services for financial institutions for 30 years.”
“As Equity continues to grow, it’s vital that we enlist the support of a broker-dealer that has similar core values, and can offer the tools and technology we need to be successful,” added Brad Elliott, CEO of Equity. “We are excited to work with this experienced organization, and we believe that INVEST’s technical and marketing resources will be invaluable.”
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