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,...
Toronto, ON (Sept. 19, 2024) – BrokerLink is pleased to announce the opening of a brand-new branch in Kingston, Ontario – its first location in this historic city. The Kingston branch, located in the...
Article 0 Comments Registration for the next round of Louisiana Fortify Homes Program (LFHP) grants is currently underway and will close at 5 p.m. on Friday, September 20, the Louisiana Department of Insurance announced....
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...
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...
Article 0 Comments A suburban Madison, Wisconsin contractor with a history of federal safety failures – including violations that led to an employee’s fatal injuries in 2022 – has again been found exposing workers...
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...
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...
Capital will accelerate growth and build upon Roots Automation’s made-for-insurance AI, enabling carriers, TPAs, brokers, and agents to drive significant improvements in overall business performance New York, NY (Sept. 17, 2024) – Roots Automation,...
What You Need to Know A lack of product access has been cited as a critical source of attrition. Access to internal resources and products can give advisors greater trust in the solutions they...
