A new data intelligence platform originally built for the insurance industry is gaining traction among wealth advisors, RIAs, and financial planners—particularly those serving high-net-worth individuals, business owners, or corporate clients.
IB+ Data Hub, developed by Insurance Business, provides access to premium carrier data, litigation trends, commission benchmarks, and regulatory insights, making it a valuable resource for financial professionals looking to strengthen their advice around risk management and insurance selection.
While the platform’s roots are in insurance, it’s now being adopted by forward-thinking advisors who see insurance as a core pillar of financial strategy.
“For RIAs and planners advising business owners or high-net-worth clients on risk transfer strategies, commercial coverage, or property-related exposures, the data in IB+ is not just informative—it’s actionable,” said Claire Preen, director of intelligence at Insurance Business. “It helps advisors better understand market dynamics, evaluate carrier reliability, and stay ahead of litigation and regulatory developments that can influence coverage decisions or business risk planning.”
Subscribers gain access to:
For financial planners and RIAs advising clients on commercial insurance, property portfolios, or business continuity strategies, IB+ Data Hub serves as a due diligence tool—helping assess not just which types of coverage might be appropriate, but which carriers are most reliable, how market trends are shifting, and where litigation or regulatory risk may emerge.
“This is about giving planners the same edge insurance brokers and actuaries have,” Preen added. “If you're advising on policies that might be in force for 20 years, you want to know what’s happening behind the curtain.”
IB+ Data Hub is available at two access levels:
Individual subscriptions start at $9/week, with annual access available for $399.
To learn more or explore a trial for your practice, visit https://www.insurancebusinessmag.com/us/subscribe/.
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
