Vanguard CEO to Step Down by Year-End
Vanguard says Chairman and CEO Tim Buckley will retire by the end of this year after more than three decades with the asset manager. Also, Chief Investment Officer Greg Davis has been appointed to the...
Monthly Archive: February 2024
People Moves: Braverman and Bill join Lockton Lawyers Professional Liability Practice
Article 0 Comments Lockton, headquartered in the Kansas City metropolitan area, named Eric Braverman and Eric Bill to its lawyers professional liability practice. Both are based in Chicago. Braverman joins as senior vice president,...
Ohio on Tornado Watch After Storms Sweep Midwest: Weather Watch
Article 0 Comments Eleven tornadoes were reported across the Midwest, with five coming in Illinois, four in Ohio and two in Michigan, the US Storm Prediction Center said as of 7 a.m. New York...
First Advyzon Conference Highlights Tech Updates and More
What You Need to Know On stage, Advyzon and some partner firms announced platform upgrades, integrations and related news. GMO’s Nebo Wealth will work with Advyzon Investment Management’s turnkey asset management offering. After 10...
Coalition is Now Offering Premium Credits to MDR Customers
By John Roberts, General Manager, Security, Coalition Inc. — Small businesses are at a significant disadvantage when it comes to protecting against cyber risk. They often lack the necessary resources — time, money, expertise,...
Orion Expands Access to DPL’s Commission-Free Annuity Marketplace
As Lau stressed, Orion’s advisors will gain access to a comprehensive lineup of commission-free annuities and “best-in-class” life, disability and long-term care products. Orion advisors will additionally have direct, integrated access to DPL’s proprietary...
Blink Parametric enters agreement with Buckler México for rollout of Cyber Solution to Ethics Data Analytics
Blink Cyber Security Solution to combat Online Identity Theft Product set to expand Ethics Cyber Security product suite serving Corporates and CXO level client base Cork, Ireland (Feb. 27, 2024) – Blink Parametric has...
People Moves: Markel’s Colosimo Joins CRC; Risk Strategies Consulting Names Piltch
Article 0 Comments Vince Colosimo CRC Group, headquartered in Birmingham, Alabama, hired Vince Colosimo as executive vice president in the company’s New York City downtown office. Colosimo will assume the role of office president...
Canadians warm up to their insurance providers, but across the industry, challenges remain
Ipsos releases new insights from its twelfth CSI Insurance tracker, providing a comprehensive analysis of the Canadian insurance market Toronto, ON (Feb. 20, 2024) – The Canadian insurance industry underwent a substantial shift in...
7 Emerging Challenges for Advisors, and How Custodians Want to Help
The war for market share among advisor custodians is one of the hottest conflicts in wealth management today, with trillions of dollars at stake for all parties involved — the custodians, the advisors who...