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...
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...
A quarter (25%) of US business executives feel unprepared to deal with cyber risk. Over a fifth (22%) of US business leaders cited cyber risk as the number one threat they face this year,...
Cork, Ireland (Sept. 10, 2024) – WTW, a leading global advisory, broking and solutions company today announced a partnership between its Affinity Insurance business and Kayna, the award-winning insurance infrastructure platform. The partnership has...
frequency for repairable battery electric vehicles has jumped 45% in the U.S. and 39% in Canada year-over-year while increasing more gradually for hybrids San Diego, CA (Sept. 10, 2024) – Mitchell, an Enlyte company...
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...
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...
Insurance industry addressing 228,000 claims, a 406% increase compared to previous 20-year average Toronto, ON (Sept. 4, 2024) – Canada’s home, auto and business insurers are reporting the most challenging summer on record for...
What You Need to Know More than 1.3 million client households have been served by the MoneyGuide planning platform. Expanding use of Salesforce delivers artificial intelligence-derived planning insights at scale. Advisory offerings need to...
Two financial advisors with a $700 million book of business at Bank of America Private Bank have moved to LPL Financial’s high-net-worth-focused employee affiliation channel to start a firm called BrookBridge Private Wealth. The...
