Author: awbfinancial4

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12 Fastest-Growing RIAs in 2024

Start Slideshow RIAs today face an increasingly competitive playing field. Since just a year ago, their ranks have increased by 374 to 15,860 advisors, according to a new report from SmartAsset. Faster connections, expanded...

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CAIS Expands Alternative Strategy Offerings

CAIS, an alternative investment platform for independent financial advisors, recently announced expanded offerings of strategies from alt investment managers. Firms that have introduced strategies on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments,...

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Holmes Murphy Opens New Office in Lincoln, Nebraska

Article 0 Comments Holmes Murphy announced the opening of a new office in Lincoln, Nebraska with a focus on client growth, talent attraction and increased opportunity for innovation. Prior to this new office, Holmes...

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Clients With LLCs Need a Business Continuity Plan Check

The Connelly Ruling However, as the Connelly case illustrates, the IRS’s treatment of life insurance proceeds can have significant tax implications. The Supreme Court’s ruling in Connelly affirmed that life insurance proceeds, when used...

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Revolutionizing Insurance: It’s Time To Change Perceptions

Free Partners releases “The Re:Generation Report” London, UK (Sept. 16, 2024) – The insurance industry is teetering on the brink of a major recruitment crisis. With an ageing workforce nearing retirement, the clock is...

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Unica Insurance Announces Partnership with QuickFacts

Mississauga, ON (Sept. 19, 2024) – Unica Insurance is proud to announce a partnership with QuickFacts, a revolutionary software solution dedicated to transforming insurance brokerage operations, enhancing efficiency and elevating client services. The partnership...