Forty-four percent of self-directed clients in the new study strongly agreed that they expect their wealth management firm’s websites and apps to help them meet their financial goals, up from 40% a year ago....
“Expulsion would likely put Alpine out of business, and would do so before the SEC performs a full review of Finra’s decision,” wrote Millett, a Barack Obama appointee. Maranda Fritz, a lawyer for Alpine,...
Article 0 Comments The US Supreme Court dismissed an appeal by Meta Platforms Inc., leaving it to face a lawsuit that accuses the company of misleading shareholders about the data-harvesting scandal involving political consulting...
Article 0 Comments Aqueous Underwriting, the London-based MGA, has secured major new capacity in a three-year deal with A+ rated insurers Allied World and Sompo. The move to a syndicated capacity arrangement provides the...
Global digital solutions provider successfully completes 30 major life insurance go-lives with 23 customers in six regions, made possible by their three decades of insurance and investment industry expertise Montreal, QC (Nov. 21, 2024)...
Article 0 Comments At the conclusion of its fall national meeting in Denver, the National Association of Insurance Commissioners elected new officers for 2025, with North Dakota Insurance Commissioner Jon Godfread to become president....
The IRS has made clear that no there will be no more waivers for beneficiaries under the 10-year rule — RMDs must be taken in 2025. Even though distributions have not yet been required,...
US-based vertical SaaS platform Vibrant manages third-party vendor cybersecurity oversight by tracking vendor Insurance coverage directly with Carriers. Kayna’s embedded insurance infrastructure set to enable WTW cybersecurity insurance distribution with continuous vendor coverage assessments...
Intact and Jiffy to expand access to home maintenance services across Canada Toronto, ON (Nov. 14, 2024) – Intact Financial Corporation is pleased to announce it has acquired Jiffy Inc., Canada’s number-one home maintenance...
Acquisition marks Westland’s third Ontario partnership in 2024 Surrey, BC (Nov. 8, 2024) – Westland Insurance, one of Canada’s largest insurance brokers, is pleased to announce it has acquired MSP Insurance Corp. (operating as...
