iA Financial Group reported core earnings of $3.04 per diluted share in the fourth quarter of 2024, a 30% increase from a year ago. For the full year, core earnings exceeded $1 billion, reaching $1.07 billion. Core EPS was $11.16, reflecting a 20% increase from 2023. Denis Ricard (pictured), president and chief executive officer of … Read more
Fairfax Financial Holdings may face net losses between $500 million and $750 million from the wildfires that impacted the Los Angeles area, based on preliminary estimates, according to a report from AM Best. During a fourth-quarter earnings presentation, president and chief operating officer Peter Clarke stated that the fires would primarily be a reinsurance event … Read more
Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall or … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year. During his nearly two-decade tenure, Keller oversaw a near-doubling of … Read more
