Wealth management

With 350 firms on its client roster, the acquisition of Flourish gives the insurer a springboard into the independent advisor market.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

More than half of Americans' financial health has been negatively impacted by the effects of the pandemic.

Our third monthly survey found almost six out of 10 employers report that their plans for the return to work are stymied by uncertainty — specifically, a lack of clarity on the right timing, and persistent questions about how to provide a safe environment for their employees.

Research from Digital Insurance's parent Arizent finds the pandemic has highlighted the importance of having a strong digital presence across all sectors, including insurance.

Companies that scored highest in this year’s Best Fintechs to Work For (a ranking compiled by our parent company, Arizent) go beyond the basics of strong pay packages, generous benefits and effective leadership to take a more holistic interest in their employees’ lives, according to the data.

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.

The insurer is trying to help workers better their savings habits beyond just retirement.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.