5 Top Trends From Merrill Q2 Results
“Lindsay and I continue to see this commitment to clients and growth firsthand,” he told reporters. “We’re seeing it firsthand as we’re out on the road meeting with our teammates, our advisors, our client...
Tagged: News
Westland Insurance acquires Sigurdson Financial Benefits Inc.
Westland continues growing across Canada with an acquisition in Manitoba Toronto, ON (July 6, 2023) – Westland Insurance, one of Canada’s largest independently-owned brokerages, is pleased to announce that it has acquired Sigurdson Financial...
Heavy Rains Swamp Northeast Again; Floods Claims 5 Lives; Others, Including 2 Children, Missing
Article 0 Comments New You can now listen to Insurance Journal articles! Heavy rains pounded an already saturated Northeast on Sunday for the second time in a week, spurring another round of flash flooding,...
How to Name (or Rename) Your Advisory Firm
“Professionals hired to come up with [company] names typically [present] a thousand ideas. It’s not just an afternoon of brainstorming and leaving the room with 10 good ideas. It’s … scratching beneath the surface,”...
Tantallon wildfire causes over $165 million in insured damage
Wildfires in Atlantic Canada serve as a reminder of the financial vulnerability that many Canadians face due to natural catastrophes Toronto, ON (July 5, 2023) – The wildfire in Tantallon, Nova Scotia, that lasted...
Schwab to Close, Downsize Offices in 10 Cities
Charles Schwab is giving thousands of employees a reprieve from a recently announced return-to-office mandate as it moves instead to to shut U.S. offices in five cities and downsize in six others. A Schwab spokesperson confirmed Friday...
Supreme Court to Decide Fund Manager’s 10-Year SEC Fight — SEC Roundup
Welcome to SEC Roundup, a bimonthly video series by former Securities and Exchange Commission senior trial counsels Nick Morgan and Tom Zaccaro, founders of the nonprofit advocacy group Investor Choice Advocates Network. The Supreme...
Dimensional Seeks ETF Share Classes Pioneered by Vanguard
Dimensional Fund Advisors has asked the Securities and Exchange Commission to allow its mutual funds to offer exchange-traded fund share classes — a structure that the Vanguard Group has offered exclusively for more than...
Jaguar Land Rover and Allianz Partners launch Simply Drive
Jaguar Land Rover (JLR) and Allianz Partners launch a new embedded insurance programme, Simply Drive, to give clients instant and complimentary insurance cover for first month Embedded insurance programme, Simply Drive, will offer clients...
National Adaptation Strategy & Action Plan a Critical Step Toward Improving Canada’s Climate Defence
Investments urgently needed to address the impacts of climate change on families and communities Toronto, ON (July 3, 2023) – The Government of Canada has officially released its first-ever National Adaptation Strategy and Action...