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Brooke Zrno Grisham joins M Financial Group

PRNewswireApril 19, 20243 min
Brooke Zrno Grisham has joined M Financial Group as Vice President of M Member Firm Development. Brooke is responsible for facilitating the success of M’s growth objectives and overseeing all aspects of Member Firm development, including producer development through M’s award-winning Magnet Program, Member Firm training, and the development of back-office support services for M firms. Brooke joined M following more than 24 years of successful service at New York Life, including in her most recent...
Insurance

Hakkƍda 2024 Financial Services & Insurance State of Data Report

PRNewswireApril 17, 20247 min
Hakkoda, a cloud data engineering consultancy specializing in Snowflake, released its 2024 Financial Services & Insurance State of Data Report, surveying 145 director to CEO level data leaders from large financial services and insurance (FSI) organizations. Artificial intelligence is poised to disrupt the financial services and insurance industry in a significant way in the next three years, with 97% of FSI organizations indicating that they believe generative AI will be important to their success within...
Insurance

LifeWallet FY & Q4 2023 Financial Results Released

GlobeNewswireApril 15, 202414 min
MSP Recovery, Inc. d/b/a LifeWallet (“LifeWallet,” or the “Company”), a Medicare, Medicaid, commercial, and secondary payer reimbursement recovery and technology leader, announced financial results for the fiscal year and fourth quarter ended December 31, 2023. Highlights The Company announced a comprehensive settlement with 28 affiliated property and casualty insurers (“P&C Insurers”) that, in addition to settling existing claims, establishes a going-forward process to collaboratively and timely resolve future claims. The Company furthered its litigation and...
Compliance & Scoring

Pineapple Financial Inc. introduces Doc Genius for PineappleONE

PRNewswireApril 12, 20245 min
Pineapple Financial Inc., a tech-focused mortgage brokerage with an integrated network of partner brokerages and agents across Canada, announced the launch of Doc Genius, an intuitive, end-to-end document management system that seamlessly connects the highly-secured client portal to the deal conditions in the PineappleONE mortgage application, thereby streamlining the entire process. “Doc Genius unlocks game-changing efficiency by automatically selecting the right conditions and lender requirements, saving time for Mortgage Brokers and clients,” said Kendall Marin, Pineapple...
Investments

Fortis Capital Advisors acquires ClearPath Financial, LLC

PRNewswireApril 10, 20243 min
Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...
API/ConnectivityRisk Management

Brighthouse Financial announced two new appointments to BOD

BusinessWireApril 10, 20244 min
Brighthouse Financial, Inc. (“Brighthouse Financial” or the “Company”) (Nasdaq: BHF) announced that its Board of Directors (the “Board”) appointed Michael J. (“Mike”) Inserra and Lizabeth H. Zlatkus as independent members of the Board. Mr. Inserra and Ms. Zlatkus were also each designated by the Board as an “audit committee financial expert” under applicable U.S. Securities and Exchange Commission rules and appointed to serve on the Audit Committee. In addition, Mr. Inserra was appointed to serve...

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