Tag: Wealth Management

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.

AI-Driven Digital Transformation in Financial Services Customer Engagement

Explore how AI-driven relationship intelligence is shaping the digital transformation of customer engagement in financial services, with insights from Ronak Amin of Aidentified.

Alera Group COO Jenny Bures Exits Wealth and Retirement Leadership

Private equity-backed Alera Group removes COO Jenny Bures from wealth and retirement roles, reflecting leadership changes in its insurance business.

DPL Financial Partners Expands RIA Focus with New Sales Leader Appointment

DPL Financial Partners appoints Tom McCarthy to lead sales amid expansion of insurance and annuity solutions for registered investment advisors.

DPL Financial Partners Names Tom McCarthy Chief Distribution Officer

DPL Financial Partners appoints Tom McCarthy as Chief Distribution Officer to drive growth in advisory insurance and annuity solutions for RIAs and wealth management firms.

Key Tax Insights for Advisors on Social Security, Annuities, and Investments

Stay updated on critical tax rules for Social Security, annuities, and investment products with expert insights designed for financial advisors and wealth managers.