Additionally, it is an advisor’s responsibility to immediately connect with a client’s spouse or designated “trusted contact” upon observing signs of declining mental capacity. While they might already be aware, family members often fail...
What You Need to Know The lawsuit claims that the financial services company induced three advisors to take clients upon departing. Assets under management went to $0 overnight when the advisors left, the complaint...
“We took swift, decisive action to refocus the firm’s strategy while at the same time strengthening our core businesses, and I’m proud of the progress we made,” Solomon said. “We put the firm in...
Article 0 Comments A landslide reduced a Los Angeles house under renovation to a jumble of lumber, pulled the pool and deck away from a second home, and left the pool at a third...
Partnership brings pay-per-mile auto insurance options to the VIU platform, scaling the growth of insurtech Mile Auto Chicago, IL (Mar. 12, 2024) – VIU by HUB (VIU), an omnichannel insurance brokerage platform, is pleased...
Article 0 Comments Moscowitz New COO at RT Specialty RT Specialty promoted Marissa Moscowitz to chief operating officer. Moscowitz has over 15 years of information technology, business intelligence and business operations experience and has...
Article 0 Comments Insurance broker Lockton announced a collaboration initiative with the food science company Campden BRI, a leading food science company, to support the food and drink industry and provide key risk mitigation...
Acquisition by Ives Insurance, a Navacord-owned brokerage, marks Navacord’s third deal of 2024 Essex, ON (Mar. 4, 2024) – Ives Insurance Brokers Ltd., a leading insurance provider, is pleased to announce the acquisition of...
What You Need to Know A good first step is to assess clients’ likely tax situations and what, if anything, will be different from 2023. In many cases, tax and financial planning for the...
San Francisco, CA (Mar. 12, 2023) – ClimateCheck and ClimateFirst are pleased to announce a first-of-its-kind partnership to enable commercial real estate (CRE) stakeholders to assess financial risk due to climate change. The new...
