Last year, catastrophe data aggregator and industry loss estimate provider PERILS revealed an extension to its services, with a new methodology that combines its standard data methodology with that of CRESTA CLIX, which the firm’s CEO Christoph Oehy has said will simplify the process for risk transfer use-cases including catastrophe bonds and ILW’s.Back in November, … Read more
Data reporting in Microsoft Dynamics 365 Business Central gives businesses the ability to capture meaningful insights, allowing them to make well-informed, strategic decisions. To understand how Business Central’s reporting capabilities can benefit your business, it’s helpful first to explore why data reporting is crucial for small businesses. Why is Data Reporting Essential in Business? Businesses … Read more
Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. The rules around gifting are nuanced and can create confusion for clients, but advisors with a clear understanding of gifting strategies … Read more
