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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.

AI & Finance™ | News for the Week Ending 4/26/24

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...
news brief 1

Successor Membership Program Expanded At Householder Group

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Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

AI & Finance™ | News for the Week Ending 4/5/24

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Advisor Tech Talk (Week of 4/1/24)

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Binah Begins: Merger Creates New Public Wealth Management Firm

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Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...

AI & Finance™ | News for the Week Ending 3/15/24

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...