CAIS, an alternative-investment platform for independent financial advisors, has tapped Fidelity Investments veteran David Canter as a strategic advisor to support its work with the RIA community. “We are excited to have David join...
Technology Market Leader for the Insurance Industry Closes $12.7M Oversubscribed Series A as It More Than Doubles Customer Base Toronto ON (Jan. 30, 2024) – Wisedocs, machine learning software-as-a-service (SaaS) for medical record review,...
Article 0 Comments Aircraft leasing firms have secured settlements with Russia totaling more than $2.5 billion for over a quarter of the roughly 400 aircraft stuck in the country since Moscow’s invasion of Ukraine...
Start Slideshow New research from Morningstar looks at why clients keep their financial advisors, a topic that sometimes receives less attention than taking on a new client or losing one. Morningstar noted that its...
Article 0 Comments Arthur J. Gallagher & Co. announced the acquisition of Washington, Iowa-based Horak Insurance, Inc. Terms of the transaction were not disclosed. Horak Insurance is a retail property/casualty insurance agency serving commercial...
A slightly superior approach would involve Brenda first filing at age 60 in May 2024 for a reduced survivor benefit, which would pay $1,349 per month, and then filing for her own reduced worker...
Ottawa, ON (Jan. 22, 2024) – Following the Government of Canada’s announcement of a National Summit on Combatting Auto Theft, Craig Stewart, Vice President, Climate Change and Federal Issues, Insurance Bureau of Canada (IBC),...
Toronto, ON (Jan. 29, 2024) – Cellphone use by individuals operating a motor vehicle continues to be the largest contributor to distracted driving in the U.S., according to the latest Issues Brief from the...
Article 0 Comments Howden, the London-based global insurance group, announced an insurance facility that covers the leakage of carbon dioxide (CO2) from commercial-scale carbon capture and storage (CCS) facilities. The insurance facility, designed by...
Raymond James says it has updated its Independence Plus platform for newly autonomous advisors by expanding consulting services for transitioning advisors, who can now pick and choose more options for how they set up,...
