We use the following factors in our health insurance ratings. Complaints made to state insurance departments: We used complaint data from the National Association of Insurance Commissioners. The NAIC ...

Artificial intelligence has been a hot topic recently. You may be familiar with ChatGPT, a sophisticated language model created by OpenAI. It is intended to provide conversational text responses that ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

As financial advisors increasingly use informal communication channels such as text or social media to contact clients, legal experts have outlined best practices for avoiding liabilities and other ...

The Financial Services Regulatory Authority of Ontario began implementing the new labour mobility licensing process on January 1, 2026. FSRA oversees licensing for mortgage brokers and agents, life ...

VestGen Wealth Partners, a wealth management firm launched late last year with 10 financial advisory practices and $5.3 billion in assets, has hired Rob Bondiman as national head of advisors and Matt ...