When an advice, as distinct from a no-advice, sale is being made, the need for some form of fact-finding is not in dispute. A series of questions should be asked of the client so the adviser can ...

As a kid, I watched my father work many long days building his business from scratch. He had to wear many hats addressing the myriad of challenges his business faced. I often wonder if he would have ...

In an evolving insurance landscape, risk managers face an uphill battle when discussing rising premiums with high net worth clients. The fear of initiating these conversations is not unfounded, as ...

An important part of the estate planning process is having proper asset protection in place. When considering proper asset protection planning, the first line of defense is transferring risk, that is, ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...

In bull markets, conversations about risk tend to take a backseat. When portfolios are climbing, it’s easy for clients to assume everything is fine. But recent volatility reminds us that risk ...

In this week’s Thought Leadership, NFP Managing Director of Property & Casualty John Dillon discusses how climate change is shifting the insurance landscape and the importance of having an advisor to ...

The risk insurance industry is fraught with complexities. Angela Faherty takes a look at the challenges facing the sector, and how it can work to better educate consumers about the need for insurance.

LOS ANGELES & DALLAS--(BUSINESS WIRE)--Resecurity, a Los Angeles-based global cybersecurity and threat intelligence company, today announced a strategic partnership with Braly Insurance Group, a Texas ...

JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS ® (NYSE: FIS), a global leader in financial technology, today announced the launch of its Climate Risk Financial Modeler. The new SaaS risk offering aims to ...