FP Alpha, the wealth management technology firm, has made a series of enhancements to its Estate Lab offering, a central component of its estate planning module for financial advisors. The updates deliver new estate...
Article 0 Comments Kimmi Cantwell, President of the Texas Surplus Lines Association, Inc., announced that TSLA unveiled its new website and management system. This upgrade simplifies event registration, member updates, and membership applications. Key...
Insurance industry addressing 228,000 claims, a 406% increase compared to previous 20-year average Toronto, ON (Sept. 4, 2024) – Canada’s home, auto and business insurers are reporting the most challenging summer on record for...
What You Need to Know More than 1.3 million client households have been served by the MoneyGuide planning platform. Expanding use of Salesforce delivers artificial intelligence-derived planning insights at scale. Advisory offerings need to...
Two financial advisors with a $700 million book of business at Bank of America Private Bank have moved to LPL Financial’s high-net-worth-focused employee affiliation channel to start a firm called BrookBridge Private Wealth. The...
Article 0 Comments Hawkins Inc., a chemical manufacturer based in Camanche, Iowa, will pay $51,158 in civil penalties and purchase equipment for local emergency responders to resolve alleged violations of the federal Resource Conservation...
What You Need to Know An emergency fund can provide breathing room while assessing the situation. Securing health insurance on a spouse’s policy is often the cheapest and best option. Clients may consider getting...
Article 0 Comments Tropical Storm Francine strengthened as it moved north in the Gulf of Mexico, prompting oil drillers to evacuate crews and halt some offshore crude production, while the US Coast Guard warned...
Genesis ranks highest overall for tech innovation for fourth consecutive year; Hyundai ranks highest among mass market brands for fifth consecutive year Troy, MI (Aug. 29, 2024) – Are vehicle owners becoming overwhelmed with...
Coalition Re to offer Active Cyber Reinsurance via two products supported by Aspen-led capacity San Francisco, CA (Sept. 9, 2024) — Coalition, the world’s first Active Insurance provider designed to prevent digital risk before...
