CB Insights has noted in a recent research report that the insurance industry is consolidating, and agencies need a proper ...

NEW YORK - AUGUST 9: A sign on the office building of New York Life Insurance Company is seen August 9, 2002 in New York City. Protesters claim the company benefited from slave labor and wants ...

This is the ninth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

Insurance tech major InsuranceDekho has raised $70 Mn (around INR 611 Cr) in an undisclosed funding round co-led by existing investors, including Beams Fintech Fund, Mitsubishi UFJ Financial Group ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client ...

Coming off the heels of two of the biggest insurance technology conferences in the industry (InsureTech Connect and Guidewire Connections), the excitement about AI was palpable. While 2023 was a year ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...

National Partners Adds Input 1's Technology Stack to their Roster to Streamline Operations for Insurance Agents and Carriers PR Newswire DENVER, Dec. 5, 2024 ...