Monthly Archive: January 2024

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Wisedocs Closes $12.7M Oversubscribed Series A Round

Technology Market Leader for the Insurance Industry Closes $12.7M Oversubscribed Series A as It More Than Doubles Customer Base Toronto ON (Jan. 30, 2024) – Wisedocs, machine learning software-as-a-service (SaaS) for medical record review,...

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11 Reasons Clients Stay With Their Advisors: Morningstar

Start Slideshow New research from Morningstar looks at why clients keep their financial advisors, a topic that sometimes receives less attention than taking on a new client or losing one. Morningstar noted that its...

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Arthur J. Gallagher & Co. Acquires Iowa’s Horak Insurance

Article 0 Comments Arthur J. Gallagher & Co. announced the acquisition of Washington, Iowa-based Horak Insurance, Inc. Terms of the transaction were not disclosed. Horak Insurance is a retail property/casualty insurance agency serving commercial...

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IBC commends National Summit on Combatting Auto Theft

Ottawa, ON (Jan. 22, 2024) – Following the Government of Canada’s announcement of a National Summit on Combatting Auto Theft, Craig Stewart, Vice President, Climate Change and Federal Issues, Insurance Bureau of Canada (IBC),...

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Raymond James Revamps Independence Plus Platform

Raymond James says it has updated its Independence Plus platform for newly autonomous advisors by expanding consulting services for transitioning advisors, who can now pick and choose more options for how they set up,...

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Early U.S. Mortality Stays High

The first reasonably complete death data for December 2023 seems to show that total U.S. mortality, for people of all ages from all causes, was considerably higher than the pre-pandemic norm. The U.S. Centers...