Wealth

Startup Simplisure Launches Digital Platform for Shopping for Time period Life Insurance coverage

Simplisure, a startup launched by life insurance coverage trade veterans, has unveiled its flagship digital platform. Two of the agency’s three principals have lengthy labored with finish purchasers and monetary advisors…

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Lasted Wealth

Startup Simplisure Launches Digital Platform for Shopping for Time period Life Insurance coverage

Simplisure, a startup launched by life insurance coverage trade veterans, has unveiled its flagship digital platform. Two of the agency’s three…

The Phrase on WealthTech for November 2024

This month’s headlines showcase a number of companies which might be taking motion to ship for the wealth administration trade.…

J.P. Morgan to Pay $150M to Settle Slew of SEC Fees

J.P. Morgan can pay greater than $150 million between its funding administration and securities arms to settle a myriad of…

$95B Colony Proclaims First Exterior Deal Since Buckingham Merger

Focus Monetary Companions has agreed to amass Homan Wealth Advisors, an Omaha, Neb.-based registered funding advisor. Homan Wealth Advisors will be…

FINRA Orders RBC To Pay $9.7M In Age Discrimination Case

RBC pays practically $9.7 million after FINRA arbitrators dominated in favor of a Minnesota-based advisor who claimed the agency discriminated…

Franklin Templeton Rent Doubles Down on Wealth Channel

In a transfer that reaffirms its guess on providing alts to the wealth channel, asset supervisor Franklin Templeton has appointed…

$95B Colony Declares First Deal Since Buckingham Merger

Focus Monetary Companions has agreed to accumulate Homan Wealth Advisors, an Omaha, Neb.-based registered funding advisor. Homan Wealth Advisors will be…

WealthStack Roundup: Pete Hess Joins PureFacts as President 

Pete Hess, the previous CEO of Creation Software program and former chief income officer at InvestCloud, has joined Canadian-based PureFacts, a…