9 Ways to Get Noticed by Your Manager
The financial services industry is governed by numbers. If you are a producer in a local office, you get respect by the numbers you put on the scoreboard, not your skill at playing office...
Tagged: News
Coalition 2025 Cyber Claims Report Finds Ransomware Stabilized but Remains Costly for Businesses
Majority of 2024 Cyber Insurance Claims Stemmed from Business Email Compromise or Funds Transfer Fraud San Francisco, CA (May 7, 2025) — Coalition, the world’s first Active Insurance provider designed to prevent digital risk...
9 Services Ultra-Wealthy Clients Want
/ ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
Innovation in P&C Insurance? Look no further than InsurTech MGAs
By Mark Breading, Senior Partner of Transformation Services, ReSource Pro — Okay, the title of this blog may be stretching the point – innovation is certainly occurring in all segments of the P&C industry....
Colorado Committee Kills Homeowners Insurance Bill to Control Costs Through 1% Charge
Article 0 Comments A Colorado bill to impose a 1% charge on homeowners insurance policies died in a committee in state Legislature this week. The Senate Finance Committee voted 6-2 to kill House Bill...
World’s 15 Richest Women: Forbes, 2025
/ ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
World Insurance Acquires Upstate New York Agencies
Article 0 Comments Insurance broker World Insurance Associates LLC has acquired the business of Christopher Williams Agency and Barrett Millard LLC of Pittsford, New York. The Christopher Williams Agency began in 1961, and it...
Message App That Waltz Was Seen Using Is Probing Possible Breach
Article 0 Comments TeleMessage, the message-archiving app that former National Security Adviser Michael Waltz appeared to be using in a photograph of him communicating with other Trump administration officials, is investigating whether hackers exploited...
Despite Slowing Rate of Increase in Auto Insurance Pricing, Most Customers Still Shopping: J.D. Power
Erie Insurance Ranks Highest in Customer Satisfaction for Second Consecutive Year Troy, MI (Apr. 29, 2025) – The rate at which auto insurance premiums increased in 2024 declined to less than 2% at year-end...
How Top RIAs Use Peer Data to Guide Portfolio Strategy
Date: Thursday, May 29, 2025·Time: 1pm ET | 10am PT·Cost: Complimentary·Pending approval: 1 CE Credit: CFP & Investments and Wealth Institute·Sponsored by:· ·As client portfolios grow in size and complexity, so does the need...