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The ratings agency said the firm's leverage, which is poised to spike from the acquisition, will ultimately decrease this year due to profits from rising interest rates.

As an experienced leader in the life and health insurance industries, I have dedicated my career to positively impacting people's lives. With over 20 years of experience, I have gained extensive knowledge in product development, pricing and distribution strategies, project management, process improvement, underwriting, claims, policy administration, and operations management.

My expertise extends beyond traditional insurance practices and encompasses the latest advancements in InsurTech. As an industry analyst, I have evaluated and implemented cutting-edge technology to improve customer experiences and drive operational efficiency. I am passionate about advancing the industry through digital transformation, ecosystem development, and strategic planning.At the heart of my work is a commitment to providing excellent customer experiences. By leveraging technology, talent, and best practices, I believe we can create a more accessible and equitable insurance industry. 

When I'm not working, you can find me surfing on the Florida coast or exploring the great outdoors. I'm passionate about animals, supporting our veterans, and believe in appreciating the small things in life. Whether it's through reading my favorite authors or learning new things, I'm always looking to grow and improve.

Bank seeks to hold former private banking chief liable should sex-trafficking allegations prove true.

At the Future Proof Festival, the firm's vice president of the Global Client Group discussed the $584-billion fund firm's approach to working with advisors.

A new study by FINRA and NORC offered encouraging signs that people who put money into stocks and bonds for the first time in 2020 are in it for the long run.

Adam and Daniel Kaplan kept getting jobs at RIAs despite the disturbing allegations that led to their firings at other firms.

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.

Phil Mason is the chief operating officer, institutional banking and director, healthcare services at UMB Bank.

Judges question how a spot market for crypto asset would differ from already approved futures market.