Brokers, MGAs, software providers and TPAs set to evolve
Plus, new financial planning software gains ground and insurer starts using small language model
Expertise in small-cap trades, loans to software companies pays off for alts firms
Software glitches the most common causes of trading failures, regulators find
Most trading outages are traced back to software problems, it finds
Factors that drove higher interest coverage appear to be in reverse
AdviceSuite to be incorporated into CGI Wealth360
My Financial Benchmark and Financial Calculators will be in one hub
Initiative aims to streamline compliance, facilitate automation
Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software