“Affluent investors are passionate about making sure that their advisors are offering solutions customized to their needs and goals,” Scott Smith, director of advice relationships at Cerulli, said in a statement. “To align themselves...
Article 0 Comments Mind Foundry Ltd., an artificial intelligence startup vying to help insurers decide which drivers should be covered, has raised $22 million in funding, the latest sign of growing demand to deploy...
What You Need to Know The 10 biggest broker-dealers account for 58% of retail advisory assets, the research group finds. Large BDs are growing their AUM faster than smaller ones. But an increasing number...
Article 0 Comments Vehicle thefts continue to plague the nation, according to a new report released by the National Insurance Crime Bureau (NICB). The report was released to coincide with National Crime Prevention Month....
Capital One customers turned to social media Friday to report problems with mobile and online banking, including missing deposits and an inability to log into the company’s mobile app. Outage monitoring website Downdetector indicated...
Start Slideshow Morningstar’s 2023 edition of the best companies to own lists 17 firms in the financial services sector that stand out from their competitors and can be good choices for long-term investors. What...
A Difficult Policy Fix The Senior Citizens League advocates for adjusting these income thresholds to today’s dollars and continuing to do so annually — as is done for the rest of the tax code....
Customer apathy toward annuities and life insurance is a perennial challenge for providers. Satisfaction is rising as more clients engage with digital tools and start using life insurance and annuities for financial planning, in...
Whitby, ON (Oct. 10, 2023) – Quotey is delighted to announce that it has expanded its commercial insurer marketplace to include Peace Hills General Insurance Company for its commercial lines products. Effective today, Peace...
Palo Alto, CA (Oct. 5, 2023) — SkyWatch, a leader in digital insurance for the aviation industry, is proud to announce the strategic acquisition of Droneinsurance.com’s assets. This collaboration brings together two innovative platforms,...
