A $1.026B merger will form the largest majority colleague-owned publicly traded insurance broker in the U.S., driving EPS growth and deleveraging through 2028.

Personal Group Holdings announces CFO transition as Sarah Mace steps down, with Matthew Cohen named successor to support the company’s strategic growth plans and financial leadership.

Prepare for 2025 tax changes with key year-end strategies including Roth conversions, RMDs, charitable giving, and insurance reviews to optimize financial and tax outcomes.

Resolution Life appoints Jeff Davies as CFO to lead financial strategy and support growth amid integration with Nippon Life Group. Jonathan Moss shifts to CTO role overseeing underwriting.

Axis Capital appoints Matthew Kirk as CFO effective March 2026, succeeding Peter Vogt in a planned leadership transition focusing on financial stability in property & casualty insurance.

Kingstone Companies appoints Randy L. Patten as CFO, bringing extensive insurance financial leadership experience to advance growth and regulatory compliance in the Northeast P&C market.

Kingstone Companies appoints Randy L. Patten as CFO, enhancing financial leadership to drive growth in Northeast regional property and casualty insurance.

Blackstone completes $5 billion investment in Rogers' wireless backhaul infrastructure subsidiary, unlocking capital for network growth and debt reduction in Canadian telecom sector.

Explore effective retirement withdrawal strategies using the 4% rule and bucket approach to optimize portfolio longevity and manage economic uncertainties.

Learn about impending changes to estate tax exemptions and planning strategies to optimize wealth transfer before 2025.