PlanMember Acquires Remotiv to Expand Financial Wellness Suite

Remotiv will maintain its status as an independent entity while folding its suite of planning and social engagement tools into PlanMember’s broader service offerings. Bobby Dughi, incoming President of Remotiv, noted that the existing service model will remain intact, though clients will gain access to the expanded infrastructure and resources of the parent firm.

PlanMember CEO Jon Ziehl emphasized the strategic value of the deal, citing the potential to enhance educational programs across their nationwide footprint. Currently operating in 27 states, PlanMember intends to increase its presence to 80 independent Financial Centers. This acquisition marks a significant effort to scale their advisory support and retirement planning services by utilizing Remotiv’s technological expertise to drive measurable participant action.