Sun.Oct 01, 2023

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VisOps For Power BI With PBI Inspector

Chris Webb BI

This week, one of my colleagues at Microsoft, Nat Van Gulck, showed me a cool new open-source tool he’s been working on to make VisOps for Power BI much easier: PBI Inspector. What is VisOps? I’ll admit I didn’t really know either, so being lazy I asked Nat to write a few paragraphs describing the project and why it will be useful: Great progress has been made over the years with software development CICD tooling and processes (aka DevOps), just not so much with BI report visua

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Cetera, Avantax quiet on $1.2B deal that’s poised to shift industry power

Wink Intel

With its parent securing an agreement for the largest M&A deal among independent brokerages this year, Cetera Financial Group is on track to become the fourth largest firm in the channel. The pending all-cash acquisition of Dallas-based Avantax by Los Angeles-based Cetera Holdings announced earlier this month values the selling firm at about $1.2 billion inclusive of debt.

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Building success on a history of experience — With Eric Henderson

Wink Intel

Eric Henderson, president of Nationwide Financial’s annuity business segment, has seen the annuity business grow and change since 1985. He began his career at Nationwide as an actuarial assistant in 1985 and spent much of his career as an actuary. He climbed the ladder at Nationwide and now is responsible for the financial health and strategic direction of Nationwide’s individual annuity business, which represents about $100 billion in assets.

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VUL is a Swiss Army knife for small-business owners

Wink Intel

Balancing cash flows with costs has always been a challenge for small businesses. But stubborn inflation and turmoil in the banking industry now are making it more difficult for entrepreneurs to access money when they need it most. And as small-business bank loan approvals continue to plunge, business leaders will need another way to keep their coffers full.

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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Hexure Acquires Vive

Wink Intel

COLORADO SPRINGS, Colo.–( BUSINESS WIRE )–Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of Vive, a quote and e-submission platform for life insurance, to create a single, best-in-class distribution platform for the life and annuity industries. With a focus on delivering a modern enrollment experience for carrier, producer and client, the Vive multi-carrier platform enables a seamless quote-to-submission wo

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