Behavioral finance is one of the fast-growing fields in our industry. TPG's John Woolley and Stuart Robertson examine one of the more important topics as it relates to people’s finances: confirmation bias.
Official press release from Assurex Global: Established by Bruce Kerr as Kerr Insurance in 1981, Kerr partnered with Rod Cruickshank in 1994 to form Kerr-Cruickshank,…
BrokerTech Ventures (BTV), the industry’s first broker-led convening platform and accelerator program, has partnered with leading insurtech venture capital investor…
BrokerTech Ventures (BTV), the industry’s first broker-led convening platform and accelerator program, today announced the addition of its newest industry-leading insurance wholesaler partner,…
Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
