Monthly Archive: September 2024

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People Moves: JM Wilson Promotes Underwriters

Article 0 Comments JM Wilson, headquartered in Portage, Michigan, promoted several team members in its home office. Kristin Bolhuis Kristin Bolhuis was promoted to property and casualty manager. She works with carrier underwriters and...

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SEC Charges Pastor-Turned-Advisor With $2.4M Fraud

What You Need to Know The advisor allegedly sold phony notes in an effort to buy a faith-based marketing company. A former pastor in Tennessee who promoted a “faith-based” investment approach to Christian clients through...

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People Moves: Lockton Names Young SVP

Article 0 Comments Chad Young Lockton, based in Kansas City, Missouri, hired benefits consultant Chad Young as senior vice president based in its Houston office. Young previously served as an account executive at Aetna...

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FP Alpha Adds Automation Features to Estate Lab Platform

FP Alpha, the wealth management technology firm, has made a series of enhancements to its Estate Lab offering, a central component of its estate planning module for financial advisors. The updates deliver new estate...

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TSLA Unveils New Website and Management System

Article 0 Comments Kimmi Cantwell, President of the Texas Surplus Lines Association, Inc., announced that TSLA unveiled its new website and management system. This upgrade simplifies event registration, member updates, and membership applications. Key...