Alera Group expands Midwest footprint by integrating Kansas City wealth advisory and retirement plan practice, enhancing regional capabilities and client services.

Aon sells majority of NFP's wealth business to Madison Dearborn Partners for $2.7B, sharpening focus on core insurance brokerage and risk advisory services.

ThinkAdvisor delivers weekly, detailed tax rules and regulatory updates designed to assist financial advisors and wealth managers in compliance and client guidance.

ThinkAdvisor delivers weekly updates on tax rules and regulations, supporting financial and insurance advisors with critical insights on products and compliance.

ThinkAdvisor offers financial professionals weekly updates on tax regulations and insights to assist in wealth and life decision-making.

Osaic introduces direct billing for select fee-based variable annuities, simplifying annuity management and enhancing operational efficiency for financial advisors.

The global financial services market is projected to grow to $47.35 trillion by 2029, driven by blockchain adoption, AI integration, and rising wealth management demand.

Winged Keel Group accelerates U.S. market expansion with BryanMark Group acquisition, strengthening its life insurance services for ultra-affluent clients through strategic private equity support.

New U.S. tax proposals on private foundations are driving wealthy donors toward donor-advised funds, reshaping philanthropic giving patterns and tax strategies.

Northwestern Mutual study reveals younger Americans focus more on wealth building than life and disability insurance, highlighting a gap in risk protection awareness and advisor engagement.