News - Galway Holdings

2 years ago

Galway News Article Test

We're just doing a lil test here to see if this addresses the short-term fix.

2 years ago

MAI Retirement Launched After Acquisition

FamilyWealthReport highlights the the acquisition of West Point Business Solutions, and how it bolsters their offerings in the retirement space.

2 years ago

MAI Launches Retirement Unit With West Point Deal

WealthManagement.com highlights MAI’s recent growth, the launch of MAI Retirement and the addition of J.D. Loden.

2 years ago

MAI launches retirement plan advice platform

Managing partner Rick Buoncore discusses MAI’s growth and launch of a dedicated retirement plan services division.

2 years ago

Delta General Agency Corporation Rebrands to Jencap Insurance Services Inc.

After a transitional period, Delta will now operate as part of Jencap Insurance Services Inc. (JCIS), a principal division of Jencap.

2 years ago

Despite economic uncertainty, financial planners say stick with your plan

Senior Wealth Advisor, Managing Director Jay Levin shares insight on the current economic climate, and the importance of sticking to your financial plan.

2 years ago

MAI Capital's latest acquisition enables the launch of MAI Retirement division

Crain’s Cleveland Business highlights MAI’s acquisition of West Point Business Solutions, and the launch of MAI Retirement.

2 years ago

MAI acquires Florida-based firm, launches retirement business

InvestmentNews covers the acquisition of West Point Business Solutions, and how it sets the stage for continued growth.

2 years ago

MAI Capital launches retirement plan services with latest acquisition

Cleveland Business Journal highlights MAI’s acquisition of West Point Business Solutions as its tenth deal since its partnership with Galway Holdings.

2 years ago

Jencap Group Acquires Tarheel Insurance Services, Inc.

Tarheel will operate under the auspices of the Jencap Insurance Services Inc. (JCIS) division.

2 years ago

MAI Buys Prime Investment Advisors

Managing Partner Rick Buoncore discusses MAI’s growth in the Mid-Atlantic region with the acquisition of Prime Investment Advisors.

2 years ago

Cyber Hackers are Finding Ways around Multi-Factor Authentication

In a world where cyber threats are evolving quickly, proactive planning and protection should also be combined with comprehensive insurance protection.

2 years ago

MAI Capital acquires Maryland investment advisory firm

Crain's Cleveland Business highlights MAI's acquisition of Prime Investment Advisors from Bethesda, Maryland, that will expanding MAI's mid-Atlantic presence.

2 years ago

Bethesda-based Prime Investment Advisors acquired by Cleveland firm

The Maryland Daily Record highlights MAI’s addition of Prime Investment Advisors, which will add $140 million in assets under management.

2 years ago

Latest MAI Capital Management acquisition expands its presence in Mid-Atlantic

Cleveland Business Journal highlights MAI’s acquisition of Prime Investment Advisors as its ninth deal since its partnership with Galway Holdings.

2 years ago

Warren Ables Joins EPIC

Further Expands Texas Employee Benefits Practice

2 years ago

Consumption Lounges: A "Budding" Opportunity

With public opinion warming and state legislation loosening around cannabis, a new type of venue is hitting the social scene.

2 years ago

Wall Street set to fall on aggressive rate hike worries

Chief Equity Strategist Chris Grisanti notes that the markets are heading in a different direction since the percentage drop on Friday.

2 years ago

Life Is Complicated. This Wealth Manager Wants to Help Clients With ‘Everything They Do.’

Managing Partner Rick Buoncore and CIO Joe McLean discuss how they help their clients with both financial and nonfinancial matters in the wealth management process.

2 years ago

EPIC Welcomes Alan Boring to Southern California

Joins as Regional Director of Business Development

2 years ago

MAI Capital hires veteran financial advisor to pro athletes, entertainers

Cleveland Business Journal highlights Justin Bass, who will be Managing Director of MAI Capital’s Sports+ Entertainment division on the West Coast.

2 years ago

MAI Capital Management Adds True Capital Mgmt. Exec

Financial Advisor IQ shares insight on new MAI team member Justin Bass who will oversee the sports + entertainment division.

2 years ago

Three Big Questions: Part 2

RIA Intel features Managing Partner Rick Buoncore as finalist for RIA of the year award.

2 years ago

MAI Capital Management Adds Northern Trust Exec as Wealth Mgmt Head

Financial Advisor IQ highlights MAI's newest president of wealth management Colter Lewis who will be expanding the firm's key southwest markets.

2 years ago

Outlook for Tech Stocks Darens After Rocky Stretch

Chief Equity Strategist Chris Gristanti discusses the outlook for the tech sector in the current market environment, and potential areas of opportunity.

2 years ago

EPIC Continues Expansion, Invest in Jersey City Office

New Location Has Panoramic Views, Trendy Style and Diverse Neighbors

2 years ago

MAI adds Texas-based president of wealth management

Managing partner Rick Buonocore discusses the newest member of MAI’s team Colter Lewis, president of wealth management.

2 years ago

MAI Capital names Colter Lewis president of wealth management as it seeks to expand in the Southwest

Cleveland Business Journal highlights the addition of Colter Lewis to MAI’s team, who will oversee the wealth management platform.

2 years ago

NER Announces Hire of George Schulz at Managing Director Program Development

New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon’s commitment to continuing investment in the green technology space.

2 years ago

MAI Capital’s Chris Gristanti talks Snap, Starbucks and Box Inc.

Chief Equity Strategist Chris Gristanti joins CNBC to discusses his opinion on three stocks going through the stock cycle.

2 years ago

EPIC Welcomes Parker Rains

Rains adds to Middle Market Property & Casualty Practice

2 years ago

Northwestern U. Chemists Discover Simple Way to Destroy "Forever Chemicals"

Chemists have successfully determined how to destroy 10 types of PFSA, but there are 12,000 total PFAS compounds.

2 years ago

Paragon Announces Acquisition of Reel Media, Further Expanding Firm's Reach into Global Specialty Marketplace

Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets.

2 years ago

Employers: Document Workplace Safety Traning and Disciplinary Measures

Do you have clients who want to challenge certain Workers’ Compensation claims by citing employee misconduct?

2 years ago

Dow sheds 120 points as stocks on track for third day of losses

Chief Equity Strategist Chris Gristanti discusses US stocks suffering their worst daily drop in two months as investors are bracing for the Federal Reserve meeting.

2 years ago

Nasdaq ticks up on hopes of less aggressive rate hikes after weak PMI data

Chief Equity Strategist Chris Gristanti discusses this week's Fed gathering in Jackson Hole about inflation still running at four decades high.

2 years ago

New Energy Risk Announces Milestone as Clients Raise $3B in Capital

New Energy Risk (NER) surpasses $3 billion in capital raised by clients since inception.

2 years ago

How Firms Are Finding and Keeping Employees

Chief Human Resource Officer Lesa Evans discussed how the firm engages employees for feedback to continuously improve and launched an educational initiative to better develop internal team members.

2 years ago

MAI Adds Ohio-Based Wealth Mgmt Firm

Financial Advisor IQ covers MAI’s acquisition of Pareto Wealth Management, and how it sets the stage for continued growth.

2 years ago

Captrust buys South Carolina wealth firm

International Adviser highlights MAI partnership with Pareto Wealth Management, and how it strengthens MAI’s financial services platform for clients.

2 years ago

Jencap Announces Strategic Promotions to Divisional Management Team

Tara Gudenkauf has been promoted to Property and Casualty Binding Practice Leader and Roman Atkielski has been promoted to Transportation and Garage Practice Leader.

2 years ago

The Latest In Wealth Management M&A - MAI, Pareto

Family Wealth Report highlights the addition of Pareto Wealth Management to the MAI team and how the firm’s leaders Sean Kriak and Joe Palko’s work with clients aligns with MAI’s goal-based investment management strategy.

2 years ago

MAI Capital Management Acquires Pareto Wealth Management

Managing Partner Rick Buoncore discusses the acquisition of Pareto Wealth Management and how it will add to the firm’s full-service holistic approach.

2 years ago

EPIC Welcomes Kerry Connor

Connor Joins as National Voluntary Benefits Practice Leader

2 years ago

Crain’s Cleveland Business highlights MAI acquisition of Pareto’s Wealth Management to join the Independence-based RIA

Crain’s Cleveland Business highlights MAI acquisition of Pareto’s Wealth Management to join the Independence-based RIA.

2 years ago

MAI Capital buys Pareto Wealth Management

Cleveland Business Journal covers MAI’s eighth acquisition of Pareto Wealth Management since it was acquired by Galway in 2021.

2 years ago

MAI Capital strengthens footprint with Pareto Wealth Management takeover

Managing Partner Rick Buoncore discusses the Pareto Wealth Management acquisition and how it will help MAI strengthen and grow the team with its client-first philosophy.

2 years ago

Green Construction Projects Come with New Materials, Methods, Risks

Green construction is growing, as companies strive to create more sustainable, energy-efficient, resilient buildings.

2 years ago

After, Inc. Announces the Launch of QuickInsight - Its Powerful Post-sale Customer Data Enrichment Platform.

Designed to work together at each stage of the post-sale lifecycle, the QuickSuite® platforms help clients build meaningful relationships with their customers.

2 years ago

The What, When and Why’s of Stock Throughput Policies

If your client’s business involves assembling, importing, exporting, manufacturing, transporting, and/or distributing goods—a Stock Throughput Policy (STP) may be needed to cover their risk exposure.

2 years ago

Moody’s upgraded Cleveland’s bond issuer rating for first time in 12 years. Here’s why that matters

"Senior Portfolio Manager and Managing Director Nicholas Srmag discusses Moody’s Investor Service kicking Cleveland’s bond issuer rating up a notch to Aa3 from A1 for the first time in 12 years".

2 years ago

Risk Innovations Rebrands to Jencap Insurance Services Inc

Risk Innovations, a national wholesaler that specializes in Workers’ Compensation, announces a new name and brand identity.

2 years ago

7 Reasons You Should Retire Early

Senior Wealth Advisor Riley Rindo discusses how early retirement will benefit you with inflation soaring.

2 years ago

Finance Pros Find Lessons for Today in Their Biggest Blunder

Chief Equity Strategist Chris Grisanti discusses what he has learned from previous economic downturns.

2 years ago

Top 4 Cities at Highest Risk from Hurricanes

A new report shows that New York, Miami, Tampa and New Orleans have the highest risk of heavy property damage from hurricane storm surges.

2 years ago

Top 20 Most Dangerous Jobs in the United States

While improved workplace health and safety measures have led to a gradual decline in some common work-related injuries and fatalities, the risks remain.

2 years ago

MAI buys $1.2bn RIA in play to “dominate” athlete advising space

Managing Partner Rick Buoncore points to recent partnership with Intersect Capital as the missing piece that pulled the sports group together.

2 years ago

MAI Adds $1.3B RIA Firm in California

Financial Advisor IQ features the addition of Intersect Capital, a firm focused on providing family office services for professional athletes, entrepreneurs, and entertainers, to the MAI Sports + Entertainment team.

2 years ago

MAI Adds $1.3B RIA Intersect Capital to Sports Division

Head of Sports + Entertainment Steve Trax discusses MAI’s recent partnership with California-based Intersect Capital and how it will build upon the firm’s current sports and entertainment foundation.

2 years ago

MAI Capital bulks up sports and entertainment planning with West Coast deal

InvestmentNews highlights that MAI’s partnership with Intersect will increase the sports and entertainment sector of the firm to 20% of the $13.4 billion Cleveland-based RIA’s business.

2 years ago

MAI Capital acquires California wealth manager focused on athletes, entertainers

Managing Partner Rick Buoncore discusses MAI’s deal with Intersect and how it will enhance the firm’swork with professional athletes and entertainers.

2 years ago

Important Cyber Security Controls for your Commercial Clients

Cyber Insurance is critical for companies to protect themselves—and their data—from potentially devastating cybersecurity breaches.

2 years ago

Important Trends Impacting Inland Marine Insurance

Unprecedented volatility has led to increased rates, new exclusions, and tighter policy terms to limit losses.

2 years ago

6 Common Questions Your Clients Need to Answer When Hiring Subcontrators

Your contractor clients can avoid this exposure by requiring any hired subcontractors to carry a Commercial General Liability (CGL) policy.

2 years ago

Tax Pros Report Surge In Erroneous IRA Notices Saying Taxes Haven't Been Paid

"Senior Tax Advisor Kathy Buchs discusses the uptick in erroneous tax notices this year and the steps that taxpayers should take if they receive one".

2 years ago

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management

Family Wealth Report shares the news of MAI’s acquisition of Winfield Associates and how the partnership will bolster MAI’s services for clients.

2 years ago

MAI Capital Acquires Cleveland-based RIA With $368 In AUM

Financial Advisor Magazine covers MAI’s partnership with Winfield Associates, and how it strengthens MAI’s financial services platform for clients.

2 years ago

Wildfire Insurance Costs are Heating Up

Both residential and commercial property owners are feeling the burn to their pocketbooks when it comes to paying for property insurance.

2 years ago

MAI Capital Management Acquires Winfield Associates

Managing Partner Rick Buoncore discusses MAI’s partnership with Winfield Associates, and how it sets the stage for continued growth.

2 years ago

MAI Capital acquires fellow Cleveland firm Winfield Associates

Crain’s Cleveland Business highlights MAI’s recent partnership with Winfield Associates and the added resources MAI brings to the table for the firm.

2 years ago

MAI Capital acquires fellow Cleveland financial planning firm

Cleveland Business Journal highlights the talent that MAI’s acquisition of Winfield Associates will bring to the team and how their goals and values align.

2 years ago

Fed Tightening To Come In Second Half Of 2022

Chief Investment Officer John Zaller discusses the current state of the market, and the economic impact of the Federal Reserve's monetary policy.

2 years ago

MAI Capital acquires RIA managing over $368 million

InvestmentNews covers MAI’s acquisition of Winfield Associates, strengthening the firm's presence in Cleveland.

2 years ago

EPIC Announces Strategic Hires in Northeast

Poises Firm for Regional Growth in Pennsylvania

2 years ago

John J. Patterson Joins Vanbridge, EPIC's Financial Services Division

Claims Management Background with Private Equity, Hedge Fund and Venture Capital Policyholders Adds Expert Guidance and Consultation

2 years ago

Regional banks lift prime lending rates following steepest Fed rate hike since 1994

Chief Equity Strategist Chris Grisanti discusses the Federal Reserve's most recent interest rate hike, and its impact on the economy.

2 years ago

Higher Construction Costs Lead to Increased Insurance Rates

The rising construction costs mean many Personal and Commercial Property insurers are raising their rates in response.

2 years ago

Salem Insurance Rebranding to EPIC

We’re proud to announce that Salem Insurance (Salem) will now operate under the EPIC name.

2 years ago

Jencap Launches Cannabis Site Pollution Liability (SPL) Insurance Program

The program is specifically designed for cannabis growers, processors, laboratories, warehouses, and retailers.

2 years ago

EPIC Adds to Life and Executive Benefits Platform with the Acquisition of Dixon Wells, Inc.

Expanding National Footprint across its RIA, Family Office, High Net Worth and Corporate Client Markets

2 years ago

Graham V. Bayly Joins Midwest Region and Financial Services Division

Bayly's experience in Private Equity and M&A Spact to Uniquely Position EPIC

2 years ago

CGL vs. Garage Liability Insurance: Which is Right for your Client?

Auto businesses have unique risks and, therefore, need specific insurance coverage and protection.

2 years ago

The NERgizer: Meet our new owner

In March, we were very pleased to announce that New Energy Risk is now a wholly-owned division of Paragon, a national MGA.

2 years ago

Paragon Welcomes Andy Borst ast President, E&S Lines and International Programs

Borst will play a pivotal role in building on the current growth trajectory of Paragon’s E&S and international business.

2 years ago

EPIC Welcomes Shelley Yim

Shelley Yim Join the Firm as Managing Principal

2 years ago

Strategist on earnings: 'It's a Jerry Maguire market — companies have to the show you the money'

Chief Equity Strategist Chris Grisanti shares insight on the current market environment and first quarter earnings.

2 years ago

EPIC Invests in Atlanta as Southeast Regional Hub

New Perimeter Center Office to Accommodate Growth

2 years ago

RIAs turn to hedging strategies amid ‘faceplant’-inducing markets

Managing Partner Rick Buoncore discusses his strategy to protect against inflation, and his outlook on the current state of the market environment.

2 years ago

EPIC Expands into New Territory with Acquistion of Treloar & Heisel

Takes EPIC into Insurance & Financial for Medical and Dental Professionals

2 years ago

Russell Bond & Compnay Rebrands to Jencap Specialty Insurance Services

Effective immediately, Russell Bond will operate as Jencap Specialty Insurance Services Inc., a division of Jencap Group LLC (Jencap).

2 years ago

Ten Wealth Management Pros Who Were College Basketball Stars

Head of MAI Sports + Entertainment Steve Trax shared how his college basketball experience has helped him advise clients throughout his career.

3 years ago

Paragon Acquires Greener Future and ESG Focused New Energy Risk

The deal represents Paragon’s latest expansion into the global specialty Excess & Surplus lines market and brings additional high-rated reinsurance capacity providers supporting the ongoing build out of its portfolio.

3 years ago

LMT: Defense Stocks Could Have Long-Term Tailwind

Chief Investment Officer John Zaller shares insight on the long-term risks to the market, and his outlook if inflation continues to run hot.

3 years ago

US STOCKS-Wall Street eyes higher open ahead of Fed meeting

Chief Equity Strategist Chris Grisanti discusses the expected interest rate hike following this week’s Fed meeting, and how it will impact markets.

3 years ago

Preparing for the Future: Women & Financial Planning

Regional President and Senior Managing Director Leila Evans discusses the importance of married women taking an active role in financial planning alongside their spouses.

3 years ago

Risk & Insurance Magazine Recognized Five our Incredible Team Members

Here are the 2022 Power Brokers

3 years ago

Jencap Names Maria Hurley as Senior Vice President of Human Resources

Hurley will be instrumental in transforming our business operations and driving employee and company growth at Jencap.

3 years ago

EPIC Welcomes Juliet Lucero

Lucero Joins as Director of California Charter School Practice

3 years ago

Derek Poirier Joins as Senior Principal

Poirier Strengthens West Region's Employee Benefits Operations

3 years ago

EPIC adds Cori Simpson as a Senior Consultant

Simpson Joins Our National Employer Consulting Practice

3 years ago

Alex Jerez Joins EPIC

Jerez Joins as Director, Northeast Charter School Practice

3 years ago

Steve Nelson as Chief Growth Officer, Private Client

A newly created role will drive revenue with high-net-worth clients

3 years ago

Do You Need a Financial Advisor or an Accountant?

Wealth Advisor and Director Lauren Lippert shares insight on how hiring a financial advisor or an accountant could help your financial situation.

3 years ago

After, Inc. Announces Its New Corporate Rebranding to Focus on Customer Experience Technolgy

Since 2005, After Inc. has been providing best-in-class post-sale services to the world’s largest manufacturers and retailers.

3 years ago

After, Inc. Acquires Accentf(x) to Deepen its Post-Sale Marketing Service Offering

Accentf(x) is a full-service marketing agency focused on delivering the highest quality post-sale marketing solutions to its clients.

3 years ago

EPIC Adds Josephy Freeman as Managing Principal

Freeman will lead West Region Loss Control Team

3 years ago

Jencap Group Acquires International Assuance of Tennessee, Expands Medical Stop-Loss Capabilities

IAT will operate under the auspices of the Jencap Program Administrators LLC division.

3 years ago

Jencap Group Acquires Delta General Agency Corporation

Jencap Group LLC (Jencap) announced today that it has agreed to acquire the assets of Delta General Agency Corporation.

3 years ago

‘I feel like I’m just a number.’ Is it too much to ask my financial adviser for portfolio reviews at least 4x a year?

Senior Wealth Advisor and Managing Director Andrew Meyer discusses what you should consider when choosing a financial advisor.

3 years ago

EPIC Adds Jon Stack as Principal

Stack will focus on Needs of High Net Worth Clients

3 years ago

EPIC Adds Kristine Mendez as Principal

Mendez Bolters National Commitment to Surety Practice

3 years ago

Jencap Announces Winners of Digital Art Contest: Showcases Creativity in Insurance Industry

While Jencap’s work as one of the nation’s largest insurance brokerages involves constant underwriting metrics and data analysis, creativity is the key ingredient to their success.

3 years ago

Active Managers Fail Again as Stock Rotation Lashes Hedge Funds

Chief Equity Strategist Chris Grisanti discusses the drop in the tech sector and how it impacted investors.

3 years ago

John LaCava Named Chief Operating Officer of Jencap

With over 35 years of industry experience, LaCava has extensive underwriting, operational and technical expertise.

3 years ago

Jencap Creates Strategic New Role for Their Programs Division

Schofield has over 35 years of executive-level insurance experience and proven success managing agency underwriting, sales, marketing, claims and customer care.

3 years ago

Looking to build wealth? Here are some of the best ways to invest your money

Portfolio Manager Jeff Stark shares insight on index funds, and strategies you can use to build wealth through investing.

3 years ago

Sal Lona Joins EPIC

Addition Further Expands EPIC’s Employee Benefits Practice

3 years ago

KJ Stephens Joins EPIC

Addition Further Expands EPIC’s Employee Benefits Practice

3 years ago

Jencap Implements Two Sigma Insurance Qualified's SubmissionIQ

The product was developed in response to the property and casualty industry’s desire to invest in data and technology within underwriting and supports various lines of business, allowing it to be used on an enterprise basis.

3 years ago

After, Inc. and Permaplate Partner to Deliver Permaplate Furniture Protection powered by Quickcover to Online Furniture Retailers

PermaPlate’s reputation for delivering a world-class experience to its customers chose to partner with After, Inc., who has been providing best-in-class post-sale services since 2005.

3 years ago