Chicago-based VestGen Wealth Partners has secured growth capital from Willow Tree Credit Partners to support acquisitions and ...

Simplicity Group  bought two advisory firms on consecutive days this week, adding wealth management in Denver and a tax-led planning practice in Chicago. Neither deal disclosed price, assets under ...

Founder Shield is adopting The Baldwin Group brand and becoming its Innovation Practice, five years after joining the ...

GEICO Insurance Agency has long routed pet insurance leads to Embrace Pet Insurance Agency. That appears to be changing.

Travelers’ third-quarter core income rose 4% to $1.95 billion, or $9.18 a share, as reserve releases and a record investment haul more than covered heavier storm losses. Net favorable prior-year ...

Aviva has added a 24/7 cyber safety helpline from CyberScout, part of TransUnion, for eligible UK Aviva Signature home ...

Velocity Policy Intake Agent and Velocity Policy Check Agent help agencies accelerate critical workflows while improving data ...

Current Chief Risk Officer Prateek Chhabra and Chief Data, AI and Operations Officer Jeffery Hawkins will leave the company ...

The new interactive interface is starting with allowing accounting teams to personalize matching logic, maximize auto-match ...

Progressive released its financial results for September, ending the month with a combined ratio of 90% and net income of ...

Harbor, a San Francisco-based startup helping companies measure, mitigate, and insure AI agent risk, is coming out of stealth ...

Sammons Financial Group has introduced Criterion as the new name for its wealth advisory holding company, marking its ...