#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM, With Stacey McKinnon – Go Health Pro

#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For B Of AUM, With Stacey McKinnon – Go Health Pro

Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What’s unique about Stacey, though, is … Read more

Easing of retro market conditions bolstered 1/1 reinsurance renewal capacity: Aon – Go Health Pro

Easing of retro market conditions bolstered 1/1 reinsurance renewal capacity: Aon – Go Health Pro

An easing of conditions in the retrocession market has helped to bolster capacity in advance of the January 1st 2025 reinsurance renewals, resulting in a situation where capital was more than adequate to meet growing client demand, broker Aon has said today.Overall, reinsurance capital providers showed greater flexibility to buyers after a second year in … Read more

MGA Aqueous Secures Capacity Deal With Allied World and Sompo – Go Health Pro

MGA Aqueous Secures Capacity Deal With Allied World and Sompo – Go Health Pro

Aqueous Underwriting, the London-based MGA, has secured major new capacity in a three-year deal with A+ rated insurers Allied World and Sompo. The move to a syndicated capacity arrangement provides the MGA with the opportunity to significantly develop and enhance its product suite as it enters its next phase of growth. Following a mutual agreement … Read more

Retro market capacity could increase, but appetites not expected to change: Conduit Re CUO – Go Health Pro

Retro market capacity could increase, but appetites not expected to change: Conduit Re CUO – Go Health Pro

Given where the retrocession market is positioned and the fact retro strategies are now less exposed to lower industry-loss level events, we could see more capital coming to support that segment, but Gregory Roberts, CUO of Conduit Re does not expect capital providers risk appetites to change.Speaking during a media call today, after Bermuda-based reinsurance … Read more

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