Portfolio Management

Long-Term Care: The Retirement Risk You Can't Ignore
Risk Management Long-Term Care: The Retirement Risk You Can't Ignore

Most retirees meticulously plan for market cycles, inflation, and taxes, yet a more predictable and potentially larger shock often goes unaddressed: the likelihood of needing long-term care and the financial and emotional fallout that follows if planning is absent or delayed beyond the point of

How Did Colleen Finn Transform Plymouth Rock Assurance?
Insurance How Did Colleen Finn Transform Plymouth Rock Assurance?

In the ever-evolving landscape of the insurance industry, where profitability can be derailed by external pressures like economic shifts and regulatory hurdles, one leader has emerged as a beacon of strategic innovation at a prominent Boston-based company. Colleen Finn, recently promoted to Chief

How Is AI Transforming Global Insurance Personalization?
Insurance How Is AI Transforming Global Insurance Personalization?

The insurance industry is undergoing a seismic shift on a global scale, driven by the remarkable capabilities of artificial intelligence (AI) and sophisticated digital tools that are fundamentally changing how companies connect with their customers. No longer confined to the era of generic policies

Review of Agentero AI Appetite Checker
Technology & Trends Review of Agentero AI Appetite Checker

In the fast-paced world of insurance distribution, independent agents often grapple with the daunting task of matching complex risks to the right carriers, a process that can consume hours or even days of manual effort. This challenge not only hampers productivity but also risks delays in client

Can Magenta and Zurich Solve Mid-Net-Worth Insurance Gaps?
Insurance Can Magenta and Zurich Solve Mid-Net-Worth Insurance Gaps?

What happens when a cherished family heirloom, valued at tens of thousands of dollars, is damaged in a storm, only to discover that a standard home insurance policy won’t cover its full worth? This scenario is all too common for mid-net-worth (MNW) homeowners across the UK, a demographic often

DataHaven Redefines Insurance with Real-Time Data Clarity
Technology & Trends DataHaven Redefines Insurance with Real-Time Data Clarity

Today, we’re thrilled to sit down with Simon Glairy, a trailblazer in the insurance and insurtech space with deep expertise in risk management and AI-driven risk assessment. Simon has been at the forefront of transforming how data and technology can redefine the insurance industry, making it more

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