CAIS Advisors to launch sports and entertainment investment fund; Magnifact introduces real-time annuity tracking; Cohen & Steers unveils new ETFs; Guardian Life updates annuity crediting strategies.
Insurance Accountants deepens EZLynx integration to streamline financial workflows, improve accuracy in billing and premium management, and support insurance agency operations.
GAO report reveals significant eligibility verification problems in Obamacare enrollments, shaping the Congressional reconciliation bill debate focused on healthcare reform and tax policies like HSA expansion and capital gains indexing.
SEDA Experts LLC enhances financial expert witness services with veteran regulatory expert Marc Steckel. His FDIC and FHFA experience strengthens the firm's U.S. financial litigation and compliance capabilities.
Explore Mark Rieder's insights on AI adoption and digital innovation shaping insurance and employee benefits administration, highlighting strategic tech integration in financial services.
The financial services M&A market rebounds in 2025 with increased deal activity and mega-deals, facing execution challenges including resource constraints and benefits integration complexities. Strategic approaches to readiness and integration are essential for success.
Progressive Insurance expands its partnership with Best Egg to offer flexible personal loan solutions to millions of customers, blending insurance and fintech services for enhanced engagement.
Vanguard partners with TIAA to introduce a 401(k) target date fund featuring fixed annuity conversion, addressing the rising demand for guaranteed retirement income in the U.S. market.
Tompkins Financial Corporation recognized as a top-performing small-cap bank by Piper Sandler, noted for strong growth, profitability, and capital strength in New York and Pennsylvania regions.
Jefferies Financial Group acquires 50% of credit manager Hildene Capital Management and supports its expansion into annuities with Hildene's $550M purchase of SILAC Insurance. The deal highlights strategic moves in asset and insurance investment space.
