Summit, N.J. – November 02, 2026 -- Simplicity Group has appointed Albert Cohen and Nandha Srinivasan as Partners and EVPs of Securities Technology, splitting technology leadership at Simplicity Securities between platform architecture and advisor experience.

The two executives will lead Simplicity Securities' technology growth, driving platform scale and elevating the advisor experience. Partner and CEO Bruce Donaldson said the split allows the firm to scale its infrastructure while keeping advisors and their clients central to what it builds.

Summit, N.J. – September 15, 2026 -- Simplicity Group has acquired Whitney and Associates, LLC, a Des Moines, Iowa-based independent marketing organization, along with its affiliated Altitude Capital Management RIA, an integrated wealth and investment management platform.