Portfolio Management

TIAA Sues Former Wealth Advisor Over Client Solicitation
Insurance TIAA Sues Former Wealth Advisor Over Client Solicitation

The high-stakes world of wealth management often hinges on the delicate trust between an advisor and their firm, a bond that is frequently tested when top-tier professionals decide to transition to competing financial institutions. In a recent legal development, the Teachers Insurance and Annuity

How Is Guinea Insurance Navigating a Surge in Recent Claims?
Risk Management How Is Guinea Insurance Navigating a Surge in Recent Claims?

The financial trajectory of a modern insurance firm often resembles a high-stakes balancing act where record-breaking asset growth competes against a volatile wave of sudden liabilities. For Guinea Insurance, the current fiscal period has become a profound test of this equilibrium. While the

Mortgages Drive Life Insurance Needs for Canadians
Risk Management Mortgages Drive Life Insurance Needs for Canadians

The transition from a tenant to a property owner represents a fundamental shift in a person’s financial identity, moving from a position of relative flexibility to one characterized by substantial long-term debt and the heavy weight of financial responsibility. For most Canadians, the acquisition

Global Cyber Insurance Market Faces Critical Pricing Shift
Risk Management Global Cyber Insurance Market Faces Critical Pricing Shift

The global cyber insurance landscape is currently grappling with a paradoxical environment where rapidly decreasing premium rates are colliding with a surge in sophisticated digital threats. As 2026 progresses, the industry is witnessing a significant transition toward what experts describe as a

Holmes Murphy Modernizes Brokerage with New Tech Strategy
Technology & Trends Holmes Murphy Modernizes Brokerage with New Tech Strategy

The digital landscape of the insurance brokerage industry is undergoing a seismic shift, moving away from fragmented legacy systems toward integrated, agile ecosystems. Simon Glairy, a distinguished authority in Insurtech and risk management, provides a deep look into how firms are navigating the

Ninth Circuit: No General Aggregate for Property Damage
Insurance Ninth Circuit: No General Aggregate for Property Damage

Abigail Kai sits down with Simon Glairy, a veteran of insurance coverage and Insurtech who has spent decades untangling legacy umbrella forms, aggregate limits, and environmental liabilities. In this conversation, Simon unpacks what the Ninth Circuit’s April 23, 2026 decision really does to

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