The high net worth (HNW) and ultra high net worth (UHNW) population continues to grow, with a global UHNW population at a record high of 211,275, according to The Wealth-X and UBS World Ultra Wealth ...

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 ...

There are a number of factors to consider when choosing the appropriate risk insurance contract for clients. Col Fullagar explains the details. When assessing the appropriateness of a particular risk ...

Risk management remains crucial for insurers as they navigate selective relief and persistent pressure in 2026.

As an RIA or hybrid advisor, you likely know plenty about your clients. Still, you're probably overestimating how familiar you are with how they view risk. That's because many of you likely rely on ...

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 ...

The financial services equivalent was in the 1970s when Homus Agentus similarly made the position clear when it came to a product recommendation: “A client can have any policy they want so long as it ...

Alliant Insurance Services, the nation's leading specialty broker, has released its Insurance Marketplace Insights and Observations Report. The report highlights trends that are prevalent in each ...

Business insurance is critical – and complex. Learn how to vet a reputable broker who can help you decide which risks to insure against and for how much.