Author: awbfinancial4

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Estate Planning: 5 Seasonal Thoughts on Clients’ Minds

You may want to remind clients that including a gift under their will or revocable living trust or naming a charity as a beneficiary of their non-probate assets present alternate avenues to advance the mission...

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Best’s Review Discusses the AI Revolution

Oldwick, NJ (Nov. 10, 2023) – The November issue of Best’s Review features a joint effort with AM Best TV to explore how artificial intelligence (AI) is impacting the insurance industry: Also included in...

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Better protecting consumers against harmful IT risks: FSRA

FSRA releases final IT Risk Management Guidance Toronto, ON (Nov. 8, 2023) – The Financial Services Regulatory Authority of Ontario (FSRA) is pleased to announce it is taking active steps to further protect consumers...

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Why Firms May Reverse Course on AI Plans in 2024: Forrester

Changing investor behavior will also influence the technology that firms deliver to clients in 2024, Raghavan added. The ongoing high-interest environment has consumers looking more at fixed income investments than they have in decades,...