The recognition comes as advisors face mounting client demand for insurance guidance. According to a 2021 Spectrum study, 72% of clients ask their advisors about insurance coverage, yet only 2% of ...
BEAVERTON, OR, UNITED STATES, January 28, 2026 /EINPresswire.com/ — Canopy Connect, the leading insurance verification technology provider, and Holistiplan, a ...
Fintech firm Holistiplan, which aims to turn client tax documents into a tax planning opportunity, is launching a feature to make it easier for advisors to summarize their tax planning strategies for ...
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