Portfolio Management

AI Transforms Retirement Planning with Efficiency and Risks
Risk Management AI Transforms Retirement Planning with Efficiency and Risks

Imagine a world where retirement plan advisers can shave hours off their weekly workload, dedicating more time to meaningful client conversations, all thanks to a technological revolution that’s sweeping through the financial services industry. Artificial intelligence (AI) is no longer a distant

AmTrust and Blackstone Launch ANV Group as New MGA Platform
Regulatory & Compliance AmTrust and Blackstone Launch ANV Group as New MGA Platform

I'm thrilled to sit down with Simon Glairy, a trailblazer in the insurance and Insurtech space, whose expertise in risk management and AI-driven risk assessment has reshaped how specialty insurance products are developed and scaled. With a career spanning decades, Simon has been instrumental in

North Carolina Court Upholds Contempt in Lindberg Asset Case
Regulatory & Compliance North Carolina Court Upholds Contempt in Lindberg Asset Case

Imagine a web of financial dealings so tangled that it takes forensic experts years to unravel the threads, only to reveal millions of dollars slipping through legal safeguards meant to protect vulnerable companies. That’s the reality in the high-stakes legal battle involving Greg E. Lindberg and

Can AI Mimic the Mind of an Expert Insurance Underwriter?
Technology & Trends Can AI Mimic the Mind of an Expert Insurance Underwriter?

Imagine a world where an insurance underwriter’s decades of hard-earned intuition and expertise could be distilled into a single, powerful tool capable of assessing risks with uncanny precision. This isn’t the stuff of science fiction but a tantalizing possibility within reach thanks to

What Happens When an Exclusion Isn't in Writing?
Regulatory & Compliance What Happens When an Exclusion Isn't in Writing?

When a catastrophic event strikes, businesses expect their insurance policies to respond as promised, yet the fine print of these complex documents can become a battleground where verbal understandings clash with written terms. This analysis delves into the critical legal principle that the

Is Invesco KBW Property & Casualty ETF Worth Your Investment?
Insurance Is Invesco KBW Property & Casualty ETF Worth Your Investment?

Imagine a financial landscape where sector-specific investments can offer both stability and growth, even amidst market volatility—a space where the insurance industry stands tall as a beacon of resilience. For investors hunting for targeted exposure to such a sector, the Invesco KBW Property &

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