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Creative Planning | June 14, 2022
Rosen Capital Management has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Rosen Capital Management has $114 million in AUM and brings 2 new employees into the Creative Planning fold, including the firm's CEO, Glenn Rosen.
Rosen Capital Management is a third-generation family business that began in 1948 as a life and health insurance agency, ultimately transitioning into a full-fledged financial pl...
Alera Group | January 15, 2020
Hot on the heels of its recent acquisition of Massachusetts-based insurer Sylvia Group, Alera Group has announced another major deal. The national insurance firm revealed that it has acquired AMCORP, a Texas-based firm that provides benefits consulting and financial planning services to clients throughout the Southwest. Alan Levitz, chief executive officer of Alera Group, said that the acquisition “continues Alera Group’s expansion of its presence in Texas.” “We look forw...
Conning, Inc. | December 29, 2021
The small commercial insurance market is riding out the COVID-19 pandemic in a determined manner positing approximately 4.2% compound growth between 2017-2020, according to a new study by Conning. Additionally, the market continues to be attractive for insurers on the national, regional, and specialty levels. The sheer number of firms and multiple dimensions to split the market—including revenue, industry, and employee count—mean almost all insurers can find at least one niche to par...
Wheelbase | January 27, 2022
The insurtech company Roamly today announced its new professional insurance product for the rapidly growing market of professional RV rental companies worldwide. Wheelbase, the professional software product for RV fleet operators, will now embed Roamly into its software to make insurance painless, simple, and economical.
New, tailored RV insurance product brings digital insurance to commercial RV operations.
The new partnership offers Roamly, the only tailored RV in...
Risk Management, Insurance Technology
Claims, Health Insurance
Core Insurance, Risk Management
Life Insurance, Insurance Technology
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