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<title>Simplicity Holding Ltd. — News on 6ix</title>
<link>https://6ix.com/company/simplicity-holdings-limited</link>
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<title>Simplicity Holding Ltd.</title>
<link>https://6ix.com/company/simplicity-holdings-limited</link>
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<title>Simplicity Securities Expands Leadership with the Addition of Michael Colón and Dan O'Toole</title>
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<pubDate>Tue, 21 Apr 2026 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, welcomes two new senior members of its Securities division, Michael Colón and Dan O'Toole, each of whom become Partners in Simplicity. Mr. Colón joins as CFO for Simplicity Securities and Mr. O'Toole joins as Senior Vice President of Business Development for Simplicity Securities.</description>
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<title>Simplicity Strengthens its National Footprint with the Acquisition of CPS Horizon Financial Group, Welcoming Mike Smith to the Partnership</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-strengthens-its-national-footprint-with-the-acquisition-of-cps-horizon-financial-group-welcoming-mike-smith-to-the-partnership</link>
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<pubDate>Tue, 14 Apr 2026 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of CPS Horizon Financial Group ("Horizon"), a Milwaukee based premier brokerage general agency specializing in life insurance, annuities, disability insurance, and long-term care solutions. Following the transaction, Mike Smith becomes the firm's newest partner.</description>
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<title>Simplicity Continues Expansion Strategy with the Acquisition of ATS Wealth Management, Welcoming Sandeep Varma, Nisha Varma, and Phylip Simmons to the Partnership</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-continues-expansion-strategy-with-the-acquisition-of-ats-wealth-management-welcoming-sandeep-varma-nisha-varma-and-phylip-simmons-to-the-partnership</link>
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<pubDate>Mon, 13 Apr 2026 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of ATS Wealth Management ("ATS"), an investment management firm based in San Diego and Palo Alto. With this acquisition, Simplicity welcomes Sandeep Varma, Nisha Varma, and Phylip Simmons as the group's newest partners.</description>
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<title>Simplicity Expands its National Footprint with the Acquisition of Insurance Planners and Advisors Group, Welcoming Jim Tucker and Mike Tucker to the Partnership</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-expands-its-national-footprint-with-the-acquisition-of-insurance-planners-and-advisors-group-welcoming-jim-tucker-and-mike-tucker-to-the-partnership</link>
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<pubDate>Wed, 08 Apr 2026 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, has acquired Insurance Planners and Advisors Group ("IPAG"), a Texas-based brokerage general agency and a financial planning firm targeting mass affluent clientele. Jim Tucker and Mike Tucker will become Simplicity's newest Partners, and their office will rebrand as Simplicity Fort Worth.</description>
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<title>Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-group-and-lpl-financial-form-strategic-relationship-to-deliver-insurance-products-operational-support-and-training-to-lpl-advisors-1</link>
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<pubDate>Wed, 18 Feb 2026 14:00:00 GMT</pubDate>
<description>LPL Financial Holdings Inc. (Nasdaq: LPLA) ("LPL Financial" or "LPL"), a leading wealth management firm, and Simplicity Group ("Simplicity"), a leading insurance partner for advisors, financial institutions, and consumers, today announced a strategic agreement that will expand insurance capabilities and support for LPL advisors.</description>
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<title>Simplicity Acquires LeSourd Partners, Welcoming Three New Partners: Jake LeSourd, Diane Covin, and Kim Roberts</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-acquires-lesourd-partners-welcoming-three-new-partners-jake-lesourd-diane-covin-and-kim-roberts</link>
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<pubDate>Thu, 12 Feb 2026 14:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of LeSourd Partners ("LeSourd"), a premier brokerage general agency based in Birmingham, AL. This strategic move expands Simplicity's national footprint and welcomes industry veterans Jake LeSourd, Diane Covin, and Kim Roberts as the Group's newest Partners.</description>
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<title>Simplicity Continues its Momentum with the Acquisition of Wholehan Marketing, Adding Chris Wholehan and Jessica Hernandez as the Group's Newest Partners</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-continues-its-momentum-with-the-acquisition-of-wholehan-marketing-adding-chris-wholehan-and-jessica-hernandez-as-the-groups-newest-partners</link>
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<pubDate>Tue, 10 Feb 2026 14:00:00 GMT</pubDate>
<description>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 ("Wholehan"), a brokerage general agency offering a diverse suite of financial products across life, annuity, DI, LTC and advanced market support with offices in Tampa, FL and Toledo, OH. This acquisition continues Simplicity's momentum and adds Chris Wholehan and Jessica Hernandez as new Partners. It</description>
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<title>Simplicity Group Acquires Source Brokerage, Expanding Collective Disability Insurance Resources and Specialized Institutional Expertise</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-group-acquires-source-brokerage-expanding-collective-disability-insurance-resources-and-specialized-institutional-expertise</link>
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<pubDate>Mon, 02 Feb 2026 14:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Indianapolis-based Source Brokerage, LLC ("Source Brokerage"), a DI-specialist BGA. With this transaction, Simplicity welcomes Steve Crowe as its newest partner, further strengthening Simplicity's national disability insurance (DI) platform.</description>
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<title>Simplicity Expands Fee-Based Insurance Offering with RetireOne® Acquisition and Welcomes David Stone, Jeff Cusack, and Ed Mercier as its Newest Partners</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-expands-fee-based-insurance-offering-with-retireoner-acquisition-and-welcomes-david-stone-jeff-cusack-and-ed-mercier-as-its-newest-partners</link>
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<pubDate>Mon, 13 Oct 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, has entered into a definitive agreement to acquire RetireOne®, the market's leading independent "out-sourced insurance desk" for fee-based insurance solutions. By adding RetireOne, which will operate as "Simplicity OID", Simplicity will be able to offer all its financial institution clients the full suite of insurance solutions, with the ability to elect</description>
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<title>Simplicity Enhances its Point-of-Sale Platform with the Acquisition of Insurance Planning Advisors, Welcoming New Partners, Michael Cianci, James Henley, Scott Meadows, and Chad Thacker</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-enhances-its-point-of-sale-platform-with-the-acquisition-of-insurance-planning-advisors-welcoming-new-partners-michael-cianci-james-henley-scott-meadows-and-chad-thacker</link>
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<pubDate>Mon, 06 Oct 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Insurance Planning Advisors ("IPA"), a leading insurance planning partner for large financial institutions across the country. IPA enhances Simplicity's leading Point-of-Sale insurance platform, which provides expert advice on the best protection strategies and products to securities-licensed advisors and the clients th</description>
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<title>Simplicity Acquires Professional Planning Services, Welcoming Chris Lester, Keith Lester, and Katelyn Erchick as Newest Partners</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-acquires-professional-planning-services-welcoming-chris-lester-keith-lester-and-katelyn-erchick-as-newest-partners</link>
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<pubDate>Wed, 17 Sep 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Professional Planning Services ("PPS"). PPS is a financial advisory business that unites wealth advisory services with protection products to address the needs and goals of families, high-income earners, and small business owners. With this new partnership, Simplicity welcomes Chris Lester, Keith Lester, and Katelyn Erc</description>
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<title>Simplicity Acquires Aptus Wealth, Welcoming Josh Pick as the Newest Simplicity Partner</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-acquires-aptus-wealth-welcoming-josh-pick-as-the-newest-simplicity-partner</link>
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<pubDate>Thu, 21 Aug 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, today announced the acquisition of Aptus Wealth, a business incubated and launched out of Aptus Marketing (a BGA now operating as Simplicity Columbus). Aptus Wealth, which is also located in the heart of Ohio, is a Registered Investment Advisor led by Josh Pick, who will become a Simplicity partner with this transaction.</description>
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<title>Simplicity Continues Growth with the Acquisition of Northeast Brokerage and Adds Three New Partners</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-continues-growth-with-the-acquisition-of-northeast-brokerage-and-adds-three-new-partners</link>
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<pubDate>Tue, 19 Aug 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, today announced the acquisition of Northeast Brokerage, a New England-based BGA with a focus on point of sale within financial institutions, P&C agencies, and other professional firms. With this deal, Simplicity welcomes Rex Cretella, Mark Gage, and Mike Costello to its partnership.</description>
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<title>Simplicity Expands its Strategic Offering with the Acquisition of Planscope360™ and Welcomes New Partners, Al Otto and Robert McLean</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-expands-its-strategic-offering-with-the-acquisition-of-planscope360tm-and-welcomes-new-partners-al-otto-and-robert-mclean</link>
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<pubDate>Wed, 23 Jul 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, today announced the acquisition of Planscope360™ (Planscope), a Durham, NC-based integrated administration platform dedicated to serving the K-12 market. Initially backed by Verity, a recent Simplicity acquisition, Planscope360 is led by Al Otto and Robert McLean, both of whom join as Simplicity Partners.</description>
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<title>Simplicity Acquires Verity Asset Management and Welcomes Gordon Wegwart, Sean McGill, Amy Simonson, and Jeff Munsey as New Partners</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-acquires-verity-asset-management-and-welcomes-gordon-wegwart-sean-mcgill-amy-simonson-and-jeff-munsey-as-new-partners</link>
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<pubDate>Tue, 15 Jul 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, today announced the acquisition of Durham, NC-based Verity Asset Management, a Registered Investment Advisor, which serves individual investment clients, employers, and financial advisors with a client-centered approach to maximizing and preserving wealth. Leveraging the Simplicity platform into which it is integrating, Verity, which was founded in 1996, will continue to be led by Gordon Wegwart, Sean McGil</description>
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<title>Simplicity Welcomes Three New Partners with the Acquisition of DuVall Financial Group</title>
<link>https://6ix.com/company/simplicity-holdings-limited/news/simplicity-welcomes-three-new-partners-with-the-acquisition-of-duvall-financial-group</link>
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<pubDate>Tue, 08 Jul 2025 13:00:00 GMT</pubDate>
<description>Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, today announced the acquisition of DuVall Financial Group ("DFG"), a brokerage general agency focused on supporting independent agents and their clients with insurance and marketing solutions. A longtime business partner of Simplicity, DuVall Financial Group will immediately re-brand to "Simplicity DFG" but will continue to be led by Gaines DuVall, Paul Hazard, and JP Penzkover, all of whom will become Simp</description>
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