Author: awbfinancial4

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Jones DesLauriers Partners With Quebec-Based Vita Assure

Navacord’s First Benefits Partnership in the Province Mississauga, ON (Nov. 13, 2024) – Jones DesLauriers Consulting, the benefits consulting division of Jones DesLauriers Insurance, is pleased to announce their recent partnership with Vita Assure,...

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Wow Your Customers with On-demand Omnichannel Communications

by Ernie Crawford, President & CEO, Crawford Technologies — With the rise of real-time data, the relationship between insurers and their policyholders has fundamentally changed. Today’s consumers expect immediate access to information, services and...

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Mercer Adds Nearly $1.7B in Assets via Two Deals

Mercer Global Advisors has added nearly $1.7 billion in assets through two acquisitions announced this week. The RIA firm, which has $66 billion in client assets, has acquired Minneapolis-based investment advisory and financial planning...

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Kitces to Join 2025 Coaching Roster at Limitless Advisor

The advisor coaching and lifestyle consulting company Limitless Advisor is adding Michael Kitces to its faculty for 2025. Kitces will work with Limitless Advisor’s founder, Stephanie Bogan, to deliver a year-long leadership development program...