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Press Release 4

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

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-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.
Press Release 4

Nationwide Expands Insurtech VC Fund to $350M USD

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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
Press Release 1

Dosh Takes Black-owned Business Initiative Nationwide

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Dosh, the fastest-growing automatic cash back platform that connects thousands of brands and retailers to millions of consumers, today announced a nationwide program that will offer a free advertising campaign to Black-owned businesses trying to spur sales as they reopen their brick and mortar locations throughout 2021.

Advisor Tech Talk (Week of 7/20/26)

  It’s always nice when financial advisor technology surprises us—and it certainly did so this week.  See, we’re in what we consider the...

Advisor Tech Talk (Week of 7/13/26)

  As we write this on a mid-July morning in 2026, it is clear to us that technology is redefining, not replacing,...

AI & Finance™ | News for the Week Ending 7/10/26

Maybe we need to keep our big mouth shut, before we cause real trouble.  Welcome to a surprisingly full AI & Finance—we only say that because, for a...

Advisor Tech Talk (Week of 7/6/26)

  Borrowing some notorious investor words, it’s always different this time around, but it’s never really all that different.  We say that because...

AI & Finance™ | News for the Week Ending 7/3/26

Let’s continue the birthday celebrations with an acknowledgement that we are both young and old in the best of possible ways.  Welcome to AI & Finance, where we...

Veteran Advisor Chooses Platform Over Bank

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The fight for financial advisors could be getting more intense. The latest example comes from Prudential Advisors. The wealth management business of Prudential Financial has...

Advisor Tech Talk (Week of 6/15/26)

  People! It is so good to be back!  Welcome to a full, complete, hand-written, fresher-than-the-fish-we-were-eating-last-week Advisor Tech Talk, the first one of...