Author: awbfinancial4

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10 Best Stocks to Buy Now: Morningstar

Start Slideshow In a new blog post, Margaret Giles, a Morningstar content development editor, names 10 companies that investors may want to own as February begins. Selected from Morningstar’s list of Best Companies to...

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Texas Men Indicted in $70M University Athletic Billing Scheme

Article 0 Comments Four individuals, including two physicians, have been indicted in the Eastern District of Texas charged with federal violations involving a university athletic billing scheme, announced U.S. Attorney Damien M. Diggs. Mouzon...

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CAIS Hires David Canter as Strategic Advisor

CAIS, an alternative-investment platform for independent financial advisors, has tapped Fidelity Investments veteran David Canter as a strategic advisor to support its work with the RIA community. “We are excited to have David join...

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Wisedocs Closes $12.7M Oversubscribed Series A Round

Technology Market Leader for the Insurance Industry Closes $12.7M Oversubscribed Series A as It More Than Doubles Customer Base Toronto ON (Jan. 30, 2024) – Wisedocs, machine learning software-as-a-service (SaaS) for medical record review,...

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11 Reasons Clients Stay With Their Advisors: Morningstar

Start Slideshow New research from Morningstar looks at why clients keep their financial advisors, a topic that sometimes receives less attention than taking on a new client or losing one. Morningstar noted that its...

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Arthur J. Gallagher & Co. Acquires Iowa’s Horak Insurance

Article 0 Comments Arthur J. Gallagher & Co. announced the acquisition of Washington, Iowa-based Horak Insurance, Inc. Terms of the transaction were not disclosed. Horak Insurance is a retail property/casualty insurance agency serving commercial...