Announced
Synopsis
Lincoln Investment Planning, a full-service broker-dealer and registered investment adviser, agreed to acquire Hanlon Advisory Software, a fintech provider of personalized and open architecture technology, from Hanlon Investment Management, an asset management company. Financial terms were not disclosed. "Lincoln Investment is an exceptional financial services company with strong values and a genuine commitment to ensuring a superb advisor-client experience. This commitment reassures us that years of developing and enhancing the Hanlon Advisory Software platform will continue and accelerate as the platform meets its full potential. We have transferred our engineering expertise and software to fuel Lincoln Investment's growth, integral to the future of Lincoln," Sean Hanlon, Hanlon Investment Management CEO.
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