In|Vest West 2018 Direct

While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.

With over 20 years of leadership in the insurance industry, including roles at Lloyd's of London, AIG, and Zurich, Jane Veeder is a seasoned expert in underwriting, marketing, and client relationship management. As Director of insurance Solutions at CYGNVS, she partners closely with clients to tailor solutions that meet their policyholders' unique needs.

Investment management firm Vanguard has cut the investment minimum to access its robo advisor from $3,000 to $100 in assets.

Stephanie Low is a Commercial Lines P&C Marketing Specialist for Acrisure Great Lakes. She is a dedicated insurance industry professional passionate about making a difference for Acrisure's clients and helping her team succeed. Stephanie has been in the insurance industry for nearly a decade and is specialized in market knowledge and connection to write Small and Middle Market Business. She is licensed in P&C, Life and is Flood Certified.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

Citigroup finds 31% of the changes needed for the move to faster settlement cycles still have to be completed.

LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.

The Trump campaign is proposing a grab bag of tax cut proposals that could collectively cost as much as $10.5 trillion over a decade.

The figure would mark a 73% jump from the current $5.5 trillion controlled by people represented by family offices, according to the report.

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.