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Whether it's a watchdog or up-and-coming advisor, claims and counterclaims are plentiful across the industry.

David Kuhn is deployment strategist at Socotra, where he helps carriers and insurtech MGAs adopt modern core technology. Previously, he worked as Insurance Solutions Director at Mendix and Chief Architect at Erie Insurance Group. David is an insurance technology and digital business strategy expert who has been working with companies for more than 20 years to ensure they achieve strategic goals

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

Mark Elsaesser is a senior tax consultant with The Bonadio Group.

Nathan Pensgen is a principal tax consultant with The Bonadio Group. 

How the financial planner blended personal passions and years of industry experience to find fulfillment.

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

Zurich-based bank's wealth management results came in weaker than expected in Q1, and trading revenue suffered a big hit.

Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.

After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.