insurance

Building a financial advisery practice isn’t easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there are so many time-consuming, ad hoc tasks that take up the time of an adviser which could be better spent dealing with clients. The solution? Streamline and automate manual, time consuming processes. And this…

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during COVID-19. Given the instability of the global economy, this significant investment is being viewed by the market as further endorsement of the importance of Integrity’s digital-led positioning. The…

This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially aimed at Australia’s insurance market. The company is looking at an ASX listing towards the end of the year. After speaking with Daniel, it was immediately apparent that Gefen Technologies has built what looks…

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.

With July coming to a close, it’s time for reporting season – and this year, it’s not going to be pretty.