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Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm.  The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.

-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.

Nationwide is announcing it is expanding its venture capital investment fund to $350 million. The funding will be directed into high-growth potential insurance and financial services startups that directly advance Nationwide's strategy and enable even greater customer value

The focus remained on the end-user experience, complemented by enhanced utility and a growing network of strategic partnerships and collaborations. Headlines to take note of: ...

Innovation pushed boundaries as the industry shifted towards automation. Direct user capabilities also showed strength, giving new impetus to utility. Headlines to take note...

Product launches took the industry by storm as cross-partnerships and integrations made headlines. Headlines to take note of: TS Imagine expanded its fixed-income expertise...

The industry shifted gears to full throttle as partnerships continued to hold sway. Headlines to take note of: Max introduced banking capacities to its...

Since we started AI & Finance, sometimes it feels like we’re talking up artificial intelligence too much, that we may be overly enthusiastic or optimistic about...

It appears that the wealth management industry’s verdict on artificial intelligence is at least partially in.  Welcome to another Advisor Tech Talk,...