Portfolio Management

Sun Life Q2 2025 Earnings: Asia Shines, U.S. Struggles
Risk Management Sun Life Q2 2025 Earnings: Asia Shines, U.S. Struggles

In the dynamic arena of global insurance and financial services, Sun Life Financial (SLF) has recently disclosed its Q2 earnings report on August 7, revealing a landscape of striking contrasts and strategic maneuvering. As a leading force in the industry, the company operates across pivotal

DataHaven Solves Insurance's Costly Data Fragmentation Issue
Technology & Trends DataHaven Solves Insurance's Costly Data Fragmentation Issue

I'm thrilled to sit down with Simon Glairy, a renowned expert in insurance and Insurtech, particularly in the realms of risk management and AI-driven risk assessment. With years of experience navigating the complex data challenges in the insurance industry, Simon offers a unique perspective on how

How Can Cash-Value Life Insurance Secure Generational Wealth?
Technology & Trends How Can Cash-Value Life Insurance Secure Generational Wealth?

In an age where economic uncertainties, evolving tax policies, and shifting market dynamics challenge traditional wealth-building strategies, families face a pressing need to safeguard their financial legacies for future generations. Amid the Great Wealth Transfer—projected to move a staggering

Oaktree Appoints Phil Joubert to Lead Apac Insurance Growth
Risk Management Oaktree Appoints Phil Joubert to Lead Apac Insurance Growth

In a rapidly evolving global financial landscape, the insurance sector in the Asia-Pacific (Apac) region stands out as a hotspot for transformative growth, driven by shifting asset allocation strategies and a growing appetite for alternative investments. Oaktree Capital Management, a heavyweight in

How Does Corebridge's Reinsurance Deal Reshape Insurance?
Insurance How Does Corebridge's Reinsurance Deal Reshape Insurance?

In a landscape where insurance companies are constantly navigating complex financial strategies to optimize their portfolios, a groundbreaking transaction has emerged that could redefine industry standards. Corebridge Financial, a key player in the insurance and financial services arena, has

How Can Life Insurance Agents Thrive Post-OBBBA?
Risk Management How Can Life Insurance Agents Thrive Post-OBBBA?

In the ever-evolving landscape of financial planning, life insurance agents are grappling with a seismic shift brought about by the One Big Beautiful Bill Act (OBBBA), a legislative change that has reshaped the high-net-worth market. This act, with its generous estate and gift tax exemptions, has

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