Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Investopedia / Ellen Lindner A captive agent is an insurance professional who exclusively ...

Amy Young, formerly of Microsoft, speaks on Tuesday, Oct. 28, at the ADVISE AI conference at the Wynn Las Vegas. Now, agentic AI can take on multiple layers of complexity, not just to perform a single ...

Advisor CRM, an all-in-one AI-native CRM platform built exclusively for the financial services industry, announced today the launch of Ember, an AI-powered client experience solution designed to help ...

LOS ANGELES, June 23, 2026 /PRNewswire/ -- As digital marketplaces obscure the personal value of risk management, a new educational documentary project highlights how independent advisors protect ...

Historic new offering features many valuable benefits, including full coverage for preventive services, open access to a nationwide provider network and concierge-level support DALLAS, May 27, 2026 ...