The acquisition expands Abacus' ABL Wealth offerings.
Sandbox wants to provide RIAs and Family Offices access to deposits, lending, and analytics through its open architecture banking platform.
Sullivan will succeed Charles F. Lowrey.
Truckstop RMIS customers can benefit from "preferred insurance rates" through Reliance Partners.
The transaction is expected to be completed by the first half of 2025.
The Prudential Regulation Authority has granted Fortegra approval to establish its subsidiary in the United Kingdom.
More than 5,500 RIA firms have access to DPL's insurance marketplace, either directly or through integrations with wealth management platforms.
The product will be offered on a surplus lines basis.
StretchDollar leverages an IRS rule that formed Individual Coverage Health Reimbursement Arrangements.
The company will focus initially on identifying agencies in the Southwest region of Michigan.
These changes align with Ageas’s strategy to strengthen its technical insurance capabilities.
American Integrity provides residential property insurance to nearly 360,000 Florida homeowners.
Allianz will underwrite all general insurance products (excluding travel), and manage claims, under the RAA brand.
Aviva participated in the round.
Assurant Ventures participated in the round.
