New partnership results in an onboarding technology platform which also allows independent advisors to digitally pull tr
Users will have the ability to build customized financial plans for their clients based on the data residing in Croesus.
The insurer’s investment in AI is paying off, the insurer says.
Fintech Wealthsimple is part of the Power Corporation of Canada group, parent company of Great-West Lifeco and IGM Finan
Tech provider Equisoft commissioned a Celent study that finds that life insurers’ past will impact their digital future.
A panel of regional practice leaders from McKinsey & Company discussed the insurance industry’s future, including distri
Dealer and fintech collaborating on robust wealthtech solutions for advisors.