INN Weekly Newsletter INN Insider Only

Alan Moore started his career as a financial services professional working under the traditional, face-to-face model, but he continued to feel tied down with that conventional structure. He wanted to have more time with his family, freedom to go where his passions might take him, and the ability to use his down time throughout the workday to ditch the office and…

Charles Augustus Banks called San Antonio Spurs player Tim Duncan’s claims against him “naïve and immature” last year. Now the former RIA is under indictment by a federal grand jury and faces SEC charges.

By the end of this year, Capgemini and RBC Wealth Management anticipate that the wealth of high-net-worth North Americans will have grown by 7 percent. While many have taken the necessary precautions to protect their families, assets and livelihoods, an emerging crop of unfamiliar property and casualty exposures– from vulnerabilities related to the…

It’s not too late to help clients improve their tax situation for 2016 and beyond.

Every new year brings fresh challenges and opportunities for insurers. The fast pace of development in consumer technology is a particularly tricky area with potentially serious ramifications. Even fewer could have predicted Samsung’ s recall of 2.5 million of its Galaxy Note 7 phone for similar reasons.

Nearly every industry has encountered disruptive start-ups that ultimately become action verbs– Uber, Airbnb, Amazon– and the list goes on. However, the list of tech-startups gaining a foothold in the industry is expanding, including Oscar, Metromile, and SimplyInsured. USAA has taken a different approach using virtual agents, and artificial intelligence to…

Critics say the regulation’s costs and hurdles will hurt advisers. But there’s another side to the story.

Women are increasingly lagging behind men in acquiring the coverage, LIMRA study shows.

An Obamacare program to impose financial penalties on hospitals with high 30-day readmission rates has helped dramatically reduce readmissions.

—State authorities say a former insurance agent assumed the identities of former clients to fraudulently apply for new life insurance policies in their names. Marta Cristina Cunha is charged with insurance fraud, identity theft and theft by deception. Authorities say the 36- year-old Union Township resident earned more than $6,000 in illegal commissions…

RIAs are finding that the biggest competition for clients is right in their own backyard.

Charles J. Dushek allegedly made trades without designating in advance whether he was trading personal money or client assets.

The industry’s trajectory is being permanently altered. Here’s why.

A sense of loyalty obliges Mission Valley insurance broker Michael Dysart to continue serving his longtime clients in the individual health benefits market. Agents say that because of the reductions they now earn as little as $50 or $100 per year for taking someone through a complex enrollment process that can take up to 10 hours, not including customer…

—New York state has a new rule prohibiting insurance companies from denying coverage to businesses that hire former inmates. The new rules are intended to remove that barrier and encourage more New York companies to hire former inmates. The governor’s office says New York is the first state in the nation to adopt such a regulation.

The American Taxpayer Relief Act of 2012 solidified the irrelevance of the federal estate tax for all but a tiny percentage of the American population by setting the federal estate tax exemption at $5 million, indexed for inflation. 1“ Portability,” which allows a surviving spouse to use any unused portion of his last deceased spouse’ s federal estate tax…

—Congress has approved $87 million more in federal funds to help West Virginia recover from deadly flooding over the summer, according to state lawmakers. Shelley Moore Capito and Joe Manchin, along with U.S. Reps. In another program, the Federal Emergency Management Agency said earlier this month that it was shifting its focus in West Virginia to long-term…

Margins are down and expenses are up, Fidelity’s new benchmarking study finds. Pricing models need to be re-visited.

—A former official with the commission that provides insurance for Massachusetts’ public workers has been sentenced to three years of probation after admitting he stole more than $120,000 from the agency. Attorney General Maura Healey says 52- year-old Ennio Manto, of Braintree, pleaded guilty on Monday to larceny over $250 and conflict of interest.