Tag: Wealth Management

Regulatory Compliance Shifts in the Insurance Industry

Stay informed on shifting regulatory compliance in the insurance sector. Learn how financial professionals can adapt to evolving requirements and guide clients effectively.

FMG Appoints Matt Newman as Chief Revenue Officer to Accelerate Growth in Insurance Sector

FMG appoints Matt Newman as Chief Revenue Officer to drive growth in insurance. Learn how AI is transforming client engagement and operational success.

Farmers Insurance Launches Farmers Asset Management for Wealth Services

Farmers Insurance launches Farmers Asset Management, a strategic move into wealth management and financial services. Discover their innovative RIA approach.

National Life Group Announces Leadership Transition at Equity Services Inc.

National Life Group announces key leadership changes at Equity Services Inc., enhancing growth strategy and advisor success in the broker-dealer sector.

OneDigital’s $7B Recapitalization Supports Growth Across Insurance Services

OneDigital secures majority investment from CPP Investments and Stone Point Capital in a $7B recapitalization, fueling growth in insurance brokerage and wealth management sectors.

Sammons Financial Group Appoints Rob TeKolste as President to Drive 2030 Growth Strategy

Sammons Financial Group names Rob TeKolste as President, advancing its 2030 growth strategy with a focus on expanding insurance and wealth management services. Key leadership changes position the company for sustainable growth and diversification.

Hub International 2026 Outlook: Affluent Families Shift Toward Proactive Risk Management

Hub International's 2026 private client outlook highlights a shift in affluent families' strategies toward proactive risk mitigation and tailored insurance solutions beyond standard policies.

AI-Driven Transformation Shaping Asia's Property & Casualty Insurance Industry

Explore how AI-first companies and alternative capital instruments are driving transformative growth and operational efficiency in Asia's property and casualty insurance sector in 2025 and beyond.

DPL Financial Partners Hires Tom McCarthy to Accelerate RIA Insurance Platform Growth

DPL Financial Partners appoints Tom McCarthy to lead sales and distribution, expanding advisory-centric insurance solutions for RIAs and boosting enterprise adoption.

Strategic Charitable Giving: Expanding Role of Donor-Advised Funds in U.S. Financial Planning

Explore how donor-advised funds are transforming charitable giving with tax-efficient strategies and advisor-led planning in the U.S. financial landscape.