(Intelligent Insurer) - A new research collaboration between Swiss Re and Waymo aims to study autonomous vehicles (AVs) to understand their behaviours and develop new risk assessment methodologies for the insurance industry.
September 28, 2022
Direct indexing offers powerful capabilities—tax-loss harvesting, values-based screening, concentrated position management. But Zach Conway, CEO and Founder of Seeds, argues the conversation often stops at the advisor level. The client gets a pitch deck without clarity about how the solution fits their situation. Seeds aims to flip the script by starting with deep client understanding before determining which product solutions make sense. The framework helps advisors answer a simpler question: who should get direct indexing, and why?
Layoff announcements ballooned in January, hitting the highest level for the month since 2009.