Portfolio Management

Young Consumers Skip Life Insurance Amid Delayed Milestones
Technology & Trends Young Consumers Skip Life Insurance Amid Delayed Milestones

A noticeable shift has been unfolding among adults under 40, where a growing number are opting out of life insurance despite understanding its role in securing financial stability. Insights from the World Life Insurance Report 2026 , compiled by Capgemini Research Institute and LIMRA, reveal a

How Will Lincoln's Acquisition of Marshberry Shape Finance?
Risk Management How Will Lincoln's Acquisition of Marshberry Shape Finance?

In a landscape where financial advisory firms are increasingly joining forces to expand their reach and capabilities, a significant development has emerged with Lincoln International, a Chicago-based investment bank, acquiring MarshBerry, an Ohio-based mergers and acquisitions consultancy. This

Leveraging Data to Benchmark Insurance Reserve Adequacy
Regulatory & Compliance Leveraging Data to Benchmark Insurance Reserve Adequacy

In the intricate landscape of the insurance industry, reserves—those crucial funds earmarked for future claims—serve as the foundation of financial stability and operational success. For carriers, the art of managing these reserves goes far beyond mere compliance; it’s about navigating a delicate

How Is Asia's HNW Insurance Market Evolving for the Wealthy?
Risk Management How Is Asia's HNW Insurance Market Evolving for the Wealthy?

In the heart of Asia’s bustling financial hubs, a quiet revolution is reshaping the way high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals safeguard and grow their wealth. As the region emerges as a powerhouse of global affluence, the insurance market catering to these elite clients

What’s Next for Nexus Underwriting After CEO’s Exit?
Insurance What’s Next for Nexus Underwriting After CEO’s Exit?

Overview of a Shifting Landscape in the Specialty MGA Sector Imagine a cornerstone of an industry, a leader who has steered a company through a decade of transformation, suddenly stepping away at a pivotal moment, leaving many to wonder about the future. This is the reality for Nexus Underwriting,

How Can Fixed Annuities Boost HNW Portfolios in Asia?
Insurance How Can Fixed Annuities Boost HNW Portfolios in Asia?

In the ever-evolving landscape of wealth management, high-net-worth (HNW) individuals in Asia face a pressing challenge: how to secure stable, predictable returns amidst economic uncertainties and persistently low interest rates. Fixed annuities, a financial product often overlooked in this region,

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