Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients
01 Marzo 2023 - 3:21PM
Business Wire
Republic Bank & Trust Company (“Republic” or the “Bank”)
announces a new partnership with Nest Egg, a digital platform that
connects the Bank’s clients with professional financial and
investment advisors through a click or a call.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20230301005216/en/
Logan Pichel, Republic Bank CEO (Photo:
Business Wire)
“Nest Egg at Republic Bank has simplified the investing and
financial planning process,” said Republic Bank CEO and President
Logan Pichel. “Our clients can set their financial goals, build a
plan to reach them and invest in a portfolio best suited for their
needs. Nest Egg advisors are just a click away to help provide a
great experience for our customers.”
“Financial literacy and sound advice are key to ensuring
long-term financial success, and Republic’s partnership with Nest
Egg seeks to make that a reality for more Americans,” said Pichel.
“Republic Bank clients can talk to a Nest Egg advisor with no
obligation, and if they decide to invest through Nest Egg, they can
open an account for as little as $1,000.”
Research shows only 17% of Americans turn to financial advisors
for guidance, according to a 2019 CNBC survey, and people who work
with financial advisors can add between 1.5 to 4% more to their
accounts each year, according to Fidelity.
The digital-based platform provides access to sound investment
advice from live investment planners and advisors through video
chat from the Nest Egg kiosks located in Republic Bank banking
centers, or through RepublicBank.com or the Republic Bank mobile
app.
“We’re thrilled to partner with Republic Bank, a large,
well-established community bank that is committed to helping its
customers thrive financially,” said Michael A. Church, CEO and
Co-Founder of Nest Egg. “We, too, bring a customer-centric approach
to our work, customizing every investment to align with the unique
needs of Bank customers.”
For more information and to connect with Nest Egg at Republic
Bank, clients can stop by any of Republic Bank’s 42 banking centers
located in Louisville and Southern Indiana, Central and Northern
Kentucky, Cincinnati, Nashville and the Tampa/St. Petersburg area,
or visit Hellonestegg.com/republicbank.
Investments made through Nest Egg at Republic Bank are not FDIC
insured, there is no Bank guarantee, investments may lose value,
and are not a Bank deposit. Investment Advisory Services are
offered through Nest Investments LLC (“Nest Egg”), a Registered
Investment Advisor. A copy of Form ADV is available on the SEC’s
website at www.adviserinfo.sec.gov. Insurance is offered through
Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned
subsidiary of Nest Egg. Securities are offered through Nest
Investments BD LLC, an SEC-registered broker-dealer and member of
FINRA/SIPC and the MSRB and a wholly-owned subsidiary of Nest Egg.
Investing in the stock market involves gains and losses and may not
be suitable for all investors. Investors have the opportunity for
losses as well as profits.
About Republic Bank
Republic Bancorp, Inc. (the “Company”) is the parent company of
Republic Bank & Trust Company (the “Bank”). The Bank currently
has 42 full-service banking centers throughout five states:
Twenty-eight banking centers in eight Kentucky communities –
Covington, Crestview Hills, Florence, Georgetown, Lexington,
Louisville, Shelbyville, and Shepherdsville; three banking centers
in southern Indiana – Floyds Knobs, Jeffersonville, and New Albany;
seven banking centers in six Florida communities (Tampa MSA) –
Largo, New Port Richey, St. Petersburg, Seminole, Tampa, and Temple
Terrace; two banking centers in two Tennessee communities
(Nashville MSA) – Cool Springs and Green Hills; and two banking
centers in two Ohio communities (Cincinnati MSA) – Norwood and West
Chester. The Bank offers internet banking at www.republicbank.com.
The Company has $5.8 billion in assets and is headquartered in
Louisville, Kentucky. The Company’s Class A Common Stock is listed
under the symbol “RBCAA” on the NASDAQ Global Select Market.
About Nest Egg
Nest Egg is an industry-leading investment advice platform which
services customers via partnerships with banks, credit unions,
registered investment advisors, broker dealers, and trust
departments across the country. Eliminating the roadblocks which
can traditionally stand between aspiring investors, Nest Egg
delivers a turn-key investment platform, access to seasoned
advisors, and best-in-class technology to accounts of all sizes.
For more information, visit Nest Egg’s website.
Republic Bank. It’s just easier here. ®
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version on businesswire.com: https://www.businesswire.com/news/home/20230301005216/en/
Jim Ensign, Senior Vice President & Chief Brand Officer
(502) 584-3600
Republic Bancorp (NASDAQ:RBCAA)
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