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SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif. The expanded Zocks platform makes it significantly faster for advisors to provide financial advice after client and prospect meetings. By automatically capturing client data from conversations to populate financial planning, onboarding, and proposal systems, advisors can now go from a meet

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best analysts will present the credit rating agency’s 2026 outlook on the global delegated underwriting authority enterprises (DUAEs) segment, as well as host a panel discussion with industry experts on key developments and trends in the DUAE market. The briefing is scheduled for Tuesday, Nov. 18 from 2:30–6:00p.m. EST at Convene 530 Fifth Avenue in New York. Registration for the briefing starts at 2:30.p.m EST, with the outlook session starting at 2:45p.m. AM

WASHINGTON--(BUSINESS WIRE)--MissionSquare announced today plans to evolve several customer experience initiatives, taking more than five decades as a retirement planning provider to the next phase of the organization’s focus on strategic growth. Over the next several months, the company will introduce strategic enhancements to the overall experience for current and future customers, including an updated brand name and logo, a redesigned corporate website, and a bold new brand promise. “As we m

NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)--Logan Capital Management (“Logan”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2025. The list, published by Zephyr, remains one of the most important references for investors and asset managers. Logan had five portfolios recognized in the Q2 2025 PSN Top Guns List with eight designations including International Dividend ADR Wrap, High Quality Balanced, Core, Con

CHATTANOOGA, Tenn.--(BUSINESS WIRE)--CBL Properties (NYSE:CBL) today announced that Element by Westin is now open at Mayfaire Town Center in Wilmington, North Carolina. The 139-key hotel is located on International Drive and is a 49/51 joint venture between CBL and Chattanooga-based Vision Hospitality. “When we acquired Mayfaire Town Center in 2015, we saw a significant opportunity to further diversify the mix of uses available on the campus,” said Stephen Lebovitz, chief executive officer, CBL

REDWOOD CITY, Calif.--(BUSINESS WIRE)--i2c Inc., a global financial technology innovator, today released a new commissioned study titled “Consumer Credit Economy: Strategy vs. Spontaneity- Navigating the Great Credit Divide.” Conducted in collaboration with PYMNTS Intelligence and based on a nationally representative sample of over 2,000 U.S. consumers, the report reveals a critical perception gap in the consumer credit market. The research findings show that many consumers are under the false

TOKYO--(BUSINESS WIRE)--Nomura Research Institute, Ltd. (Headquarters: Tokyo, Japan; President & CEO Kaga Yanagisawa, “NRI”) today announced its inclusion in the 2025 IDC FinTech Rankings Enterprise Top 50, recognizing the company's significant contributions to financial services technology innovation and its growing impact in the U.S. market. The IDC FinTech Rankings evaluate technology providers based on their revenues from financial institutions worldwide, categorizing leaders who are tr

PORTLAND, Ore.--(BUSINESS WIRE)--Standard Insurance Company (The Standard), a leading provider of financial protection products and services for employers and individual customers, announced a new relationship with BenefitEd, an employer-based provider of student loan repayment and college savings services. The partnership allows clients of The Standard to offer their employees customized education assistance products. With education costs continuing to rise, today’s workers are finding themsel

NEW YORK--(BUSINESS WIRE)--Scienaptic AI, a leading provider of AI-powered credit decisions, announced today that three of its clients have joined its Credit Union Service Organization (CUSO) as strategic investors. Patriot Federal Credit Union, Wolverine State Credit Union, and Meridian Trust Federal Credit Union are the newest members. Additionally, Credit Union of Colorado, one of the original founding partners, has doubled down on its investment. These additions bring the total number of cr

SANTA MONICA, Calif.--(BUSINESS WIRE)--Douglas Emmett, Inc. (NYSE: DEI), a real estate investment trust (REIT), announced today that it has recently obtained new loans covering eight residential properties. The new secured, non-recourse, interest only loans total approximately $941 million, mature in September 2030 and bear interest at a fixed rate of 4.80%. The new loans replace four loans aggregating $550 million that were scheduled to mature June 1, 2027, and five loans aggregating $380 mill

SANTA ANA, Calif.--(BUSINESS WIRE)--First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF), today announced an expansion of the fraud prevention services included with every First American transaction, broadening its multi-layered approach to fraud prevention. Available exclusively to First American policy-issuing title agents through the AgentNet® platform, the enhanced

NEW YORK & PARIS--(BUSINESS WIRE)--OpenGate Capital (“OpenGate”), a global private equity firm, announced today that Thomas Pinks has joined the firm on its Business Development team. Based in London, Pinks will lead efforts to source and originate new investment opportunities across Europe and globally, reinforcing OpenGate’s transatlantic investment platform. “I’m incredibly grateful for the opportunity to join OpenGate at such an exciting time in its journey,” said Pinks. “The firm has a rem

BOSTON--(BUSINESS WIRE)--Hometap, the Boston-based financial technology company pioneering home equity financing solutions for American homeowners, announced the closing of HTAP 2025-2, a securitization backed by $300M Hometap-originated home equity investments (HEIs). This transaction marks the fifth securitization of Hometap HEIs, reinforcing both its position as a leader in the asset class and its ability to deliver consistent access to capital for investors. The securitization closed on Aug

LITTLE ROCK, Ark.--(BUSINESS WIRE)--Stephens, an independent financial services firm, today announced the appointment of Jason Thomas, CPA, JD as Managing Director, Chief Tax and Wealth Planning Strategist. In this role, Mr. Thomas leads the Wealth Planning and Strategy group within Stephens Private Wealth Management division. He is based at the firm’s headquarters in Little Rock, AR. Stephens Wealth Planning and Strategy Group supports the division’s financial consultants and the firm’s invest

ATLANTA--(BUSINESS WIRE)--Rainforest, an embedded payment provider purpose-built for software platforms, today announced it has raised an oversubscribed $29 million Series B funding round led by Matrix Partners and Infinity Ventures with participation from Accel and Tech Square Ventures. All investors participated in Rainforest’s Series A last year. The new capital brings the company’s total funding to date to $57.5 million and will fuel hiring, geographic expansion to Canada, and product devel

NEW YORK--(BUSINESS WIRE)--Hunter Point Capital ("HPC"), a leading independent investment firm providing capital solutions and strategic support to alternative asset managers, today announced Phiras Soubra has joined the firm as a Managing Director in the Middle East. In this newly created role, Mr. Soubra will help expand HPC’s footprint and partnerships with investors and alternative investment firms in the Middle East, working closely with the firm’s global capital formation team, led by Con

NEW YORK--(BUSINESS WIRE)--Cantor Fitzgerald Asset Management (“CFAM”) today announced the launch of the Cantor Fitzgerald Gold Protected Bitcoin Fund, L.P. (the “Fund”), an innovative structured investment product that combines Bitcoin’s vast growth potential and adoption with gold-based downside protection. “At Cantor, we create innovative products that reflect the shift in how Bitcoin is perceived, from speculative risk to strategic opportunity,” said Brandon G. Lutnick, Chairman of Cantor F

NEW YORK--(BUSINESS WIRE)--JLL Partners, LLC (“JLL” or “the Firm”), a New York-based middle market private equity firm focused on investing in businesses in the healthcare, aerospace and defense, and business services sectors, today announced that Jeff Hunter has joined the Firm as Chief AI Officer. Mr. Hunter will oversee the AI function at JLL and lead the Firm’s efforts to effectively utilize and leverage artificial intelligence and new technology solutions to help drive continued growth. Mr

ATLANTA--(BUSINESS WIRE)--Rithum, a leading global commerce solutions provider, today unveiled RithumIQ, the commerce AI engine operating at the core of its platform.

BOSTON--(BUSINESS WIRE)-- #AI--Future Proof, the creators of the wealth management industry’s most forward-thinking gatherings, today at Future Proof Festival, announced the next chapter of its flagship event series: Future Proof Citywide, now fully focused on building the largest AI-native community in finance. Set to take place in Miami Beach, Future Proof Citywide is far from a traditional conference. It is a citywide takeover designed for the next generation of investors, advisors, financial prof