Portfolio Management

Why Is E&O Insurance Crucial for Registered Advisors?
Risk Management Why Is E&O Insurance Crucial for Registered Advisors?

Imagine a scenario where a Registered Investment Advisor (RIA) provides advice on a complex insurance product, only to face a lawsuit from a client claiming that the recommendation was unsuitable and led to significant financial loss, highlighting the critical need for protection. Such situations,

How Is Optalitix Quote Transforming Reinsurance Pricing?
Technology & Trends How Is Optalitix Quote Transforming Reinsurance Pricing?

In an era where the reinsurance industry grapples with increasingly complex risk landscapes and pricing challenges, a groundbreaking solution has emerged to streamline operations and enhance precision. Optalitix, a prominent player in the insurtech space, has recently expanded its flagship

OAK Global Launches OAK Enterprise for Retrocession Growth
Insurance OAK Global Launches OAK Enterprise for Retrocession Growth

I'm thrilled to sit down with Simon Glairy, a renowned expert in insurance and Insurtech, whose deep knowledge of risk management and AI-driven risk assessment has shaped innovative approaches in the industry. Today, we’re diving into OAK Global's latest venture, OAK Enterprise, and exploring the

What Drives Bain Capital's Acquisition of Jensten Group?
Insurance What Drives Bain Capital's Acquisition of Jensten Group?

In the fast-evolving landscape of the UK insurance sector, a staggering trend emerges: over 60% of independent brokers have been absorbed into larger platforms in the past decade, driven by private equity powerhouses seeking scale and innovation. Among these transformative deals, Bain Capital's

MassMutual and Orion Unveil New Wealthtech Platform for Advisors
Risk Management MassMutual and Orion Unveil New Wealthtech Platform for Advisors

In a landscape where financial advisors face mounting pressure to balance operational demands with personalized client service, a groundbreaking partnership has emerged to redefine the wealth management space. MassMutual, a stalwart in life insurance and financial services, has joined forces with

Jackson Unveils New Fixed Index Annuities for Retirees
Insurance Jackson Unveils New Fixed Index Annuities for Retirees

As the landscape of retirement planning continues to evolve, a staggering number of Americans are grappling with the uncertainty of securing a stable income after leaving the workforce, with many fearing they may outlive their savings, a concern that has pushed financial institutions to innovate.

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