Earlier this summer, we announced our acquisition by financial investment management and insurance powerhouse Principal Financial Group®. The deal officially closed this month, and we couldn’t be more excited to kick off our partnership.
It’s fitting that we officially sealed the deal the week of Independence Day; while our capabilities will expand and grow as part of the Principal organization, we’ll continue to operate in the same RobustWealth® style you’ve grown to know and love.
As it turns out, we’re not the only ones excited about this news! Check out some of the top headlines resulting from our partnership announcement with Principal:
Shortly after our partnership was announced, The Wall Street Journal published a story outlining the details of our relationship. Our Founder and CEO Mike Kerins, CFA, FRM, explained how the Principal Financial acquisition is indicative of the mass adoption of automated wealth technology.
Mike also spoke with FinTech reporter, Ryan Neal, about how our partnership with Principal will enable us to take capabilities like Direct Indexing “to the next level”. InvestmentNews, a premier information hub for the financial industry, further outlined how advisors on the RobustWealth platform will be able to access Principal’s leading annuity products, retirement accounts, and investment products.
WealthManagement.com featured Mike Kerins and Principal’s Chief Investment Officer, Tim Dunbar, discussing how we will work in tandem to better serve financial advisors and their clients.
The high-profile acquisition garnered the attention of our hometown paper, The New Hope Free Press. Mike explained how our partnership with Principal will not only expand our national footprint but enable our team in Lambertville, NJ to grow with new talent and capabilities.
For more information on our partnership with Principal, check out this blog post.
Now, it’s time to make it official!