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E*TRADE From Morgan Stanley Releases Monthly Sector Rotation Study
NEW YORK--(BUSINESS WIRE)--E*TRADE from Morgan Stanley today released the data from its monthly sector rotation study, based on the E*TRADE customer notional net percentage buy/sell behavior for stocks that comprise the S&P 500 sectors. About E*TRADE from Morgan Stanley and Important Notices E*TRADE from Morgan Stanley provides financial services to retail customers. Securities products and advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and a Registered Investment
REX-Osprey™ Launches First U.S. ETF with Solana Exposure plus Staking Rewards
MIAMI--(BUSINESS WIRE)--REX-Osprey™, a strategic collaboration between REX Shares and Osprey Funds, today announced the launch of SSK, the REX-Osprey ™ Solana + Staking ETF, the first U.S.-listed ETF to give investors exposure to Solana (SOL) plus staking rewards in their securities brokerage accounts. SSK provides investors with cost-effective and convenient exposure to Solana (SOL) by offering primarily spot SOL exposure—avoiding the negative effects of contango that can impact futures-based
Germany’s Largest Public Insurer Versicherungskammer Selects Clearwater Analytics for Scalable Investment Operations
BOISE, Idaho & CHICAGO & NEW YORK & MUNICH & FRANKFURT A.M., Germany--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Versicherungskammer Group has selected Clearwater Analytics’ platform to power their middle, back office and risk functions. This decision is based on a comprehensive operating model review that began in 2024, followed by a structured selection process to identify a strategic partner.
Students Earn Fifth Third Education Scholarships from the Fifth Third Foundation
CINCINNATI--(BUSINESS WIRE)--The Fifth Third Foundation has made education programs a top priority since its founding in 1948. To honor students with high achievements, Fifth Third established its Scholarship Program. These one-time $2,500 scholarships are awarded annually to children of Fifth Third employees for educational purposes at college or university. This year's scholarships total $62,500. Nearly 500 students have been recognized since 2005. Chosen and administered by the National Meri
TrueBlue Recognized for RPO Leadership in Everest Group’s RPO PEAK Matrix®
TACOMA, Wash.--(BUSINESS WIRE)--TrueBlue (NYSE: TBI), a leading provider of specialized workforce solutions, today announced that its global talent solutions brand, PeopleScout, has been named a Leader in Everest Group’s Recruitment Process Outsourcing (RPO) Services PEAK Matrix® Assessment 2025 – Global. “This recognition highlights the value and impact of the talent solutions TrueBlue provides to countless businesses,” said Taryn Owen, President and CEO of TrueBlue. “Leveraging a powerful com
PROG Holdings, Inc. to Release Second Quarter 2025 Financial Results on July 23, 2025
SALT LAKE CITY--(BUSINESS WIRE)--PROG Holdings, Inc. (NYSE:PRG), the fintech holding company for Progressive Leasing, Vive Financial, Four Technologies, and Build, is scheduled to release financial results for the second quarter of 2025 on Wednesday, July 23, 2025 prior to the market open. The Company has also scheduled a live webcast for July 23, 2025 at 8:30 A.M. ET to discuss its financial results for the second quarter of 2025. The webcast can be accessed via the below link, or through the
Talon.One Secures $135m to Accelerate Growth and Innovation Through AI
BERLIN--(BUSINESS WIRE)--Talon.One, a leading enterprise loyalty and promotion software, today announced a $135 million growth funding round from new investors Silversmith Capital Partners and Meritech Capital, with participation of existing investor CRV. Talon.One’s platform empowers over 270 customers across a range of sectors to build personalized, scalable promotions and loyalty programs through smart use of data – driving deeper engagement and lasting loyalty with their customers, while al
TPG Completes Acquisition of Peppertree Capital Management
SAN FRANCISCO & FORT WORTH, Texas & CHAGRIN FALLS, Ohio--(BUSINESS WIRE)--TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today announced the successful completion of its previously announced acquisition of Peppertree Capital Management (“Peppertree”). With the completion of the transaction, TPG has added a differentiated investing strategy focused on wireless communications towers and related critical communications assets, delivering immediate scale in a core subse
Wolters Kluwer Enhances CCH® AnswerConnect With New AI Capabilities, Further Delivering on Its Firm Intelligence Strategy
MINNEAPOLIS--(BUSINESS WIRE)--Wolters Kluwer Tax and Accounting (TAA) today announced significant AI-powered enhancements to its industry-leading CCH® AnswerConnect platform, reinforcing its commitment to firm intelligence and transforming how tax professionals conduct research. The latest update introduces generative AI document summarization and a new dynamic tools directory, enabling users to uncover insights faster, reduce research time, and make more confident decisions. “This launch is ab
CompassMSP Appoints Milind Shah as Chief Operating Officer to Drive Operational Growth and Client Innovation
WEST HARTFORD, Conn.--(BUSINESS WIRE)--CompassMSP, a national provider of managed IT and cybersecurity services, is pleased to announce the appointment of Milind Shah as Chief Operating Officer. Milind brings more than 20 years of leadership in IT strategy, operations, and service delivery. He has held senior roles at ITsavvy, Oak9, and Xerox IT Solutions, where he led a division generating over $800 million in revenue. His cross-industry experience — spanning healthcare, retail, and SaaS secur
Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition
SAN FRANCISCO--(BUSINESS WIRE)--Forge Global Holdings, Inc. (“Forge,” or the “Company”) (NYSE: FRGE), a leading provider of marketplace infrastructure, data services, technology, and investment solutions for the private market, today announced that it had completed its previously announced acquisition of Accuidity Capital Management (“Accuidity”), a specialized asset management firm focused on private market investing, in a simultaneous sign and close transaction. Forge believes that this acqui
Know Trend Launches "Super-Charged CTRL+F Search" for Stocks, Turning Corporate Text into Actionable Insights
NEW YORK--(BUSINESS WIRE)--Know Trend – now publicly available at knowtrend.ai – is a new AI-powered platform designed to give intellectually curious investors an objective, low-friction way to keep their finger on the pulse of the market. The tool converts vast amounts of public company text data, such as earnings call transcripts, into explorable time-series, making it easy to spot and track emerging trends across sectors or custom stock baskets. At its core, Know Trend functions like a super
ISPN Expands Marketing Services Capabilities with Acquisition of DxTEL Business Units
DALLAS & CLEVELAND--(BUSINESS WIRE)--Align Capital Partners’ (“ACP”) portfolio company ISPN (or the “Company”) announced today the acquisition of two core business lines from DxTEL, a specialized marketing services partner to the broadband industry. The transaction includes DxTEL Marketing Services and the Harper platform, a broadband marketing library of customizable content. The acquisition expands ISPN’s comprehensive suite of solutions for community-focused Broadband Service Providers (“BSP
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
NEW YORK, N.Y.--(BUSINESS WIRE)-- #AI--Savvy Wealth completes $72 million Series B funding round; Former LPL Financial CEO and Chairman Mark Casady invests, joins board of directors.
NationsBenefits® Integrates with Dollar General to Enable Greater Access to Healthy Food and Wellness Essentials for Millions of Healthcare Consumers Nationwide
PLANTATION, Fla.--(BUSINESS WIRE)-- #DollarGeneral--NationsBenefits®, the leading supplemental benefits and healthcare fintech solutions provider, is proud to announce a new partnership with Dollar General, the largest discount retailer in the United States by store count. By integrating with Dollar General at more than 20,000 locations across the nation, the NationsBenefits’ proprietary Basket Analyzer Service (BAS) will provide millions of health plan members with increased access to affordable and nutritious
Atlantic Union Bankshares Corporation To Release Second Quarter 2025 Financial Results
RICHMOND, Va.--(BUSINESS WIRE)--Advisory for 2Q earnings release and conference call
First Foundation Inc. Announces Second Quarter 2025 Earnings Conference Call Details
DALLAS--(BUSINESS WIRE)--First Foundation Inc. (NYSE: FFWM) (“First Foundation”), a financial services company with two wholly owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today that it will release its second quarter 2025 earnings results before the market opens on Thursday, July 31, 2025. At 11:00AM ET / 8:00AM PT on that same day, Chief Executive Officer Thomas C. Shafer of First Foundation will host a discussion of the Company’s financial resu
Odyssey Investment Partners to Sell Applied Technical Services to SGS for $1.325 Billion
NEW YORK--(BUSINESS WIRE)--Odyssey Investment Partners, LLC ("Odyssey") announced today that it has entered into a definitive agreement to sell its portfolio company Applied Technical Services, Inc. ("ATS" or the “Company"), a leading provider of specialized Testing, Inspection, Calibration and Forensic Consulting solutions in North America, to SGS, the world’s leading Testing, Inspection and Certification company, in a transaction valued at $1.325 billion. ATS has a nearly 60-year history of p
AN Venture Partners Announces Final Close of $200M Fund I
SAN FRANCISCO & TOKYO--(BUSINESS WIRE)--AN Venture Partners Announces Final Close of $200M Fund I
Confluence Launches Style Analytics Fixed Income, Bringing Transparency to a Traditionally Opaque Asset Class
PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, a global leader in data-driven investment analytics and regulatory reporting solutions, today announced the launch of Style Analytics Fixed Income, extending its trusted equity analytics capabilities into the fixed income universe. Built with the same holdings-based philosophy that has earned the trust of asset managers and fund selectors across equity markets, Style Analytics Fixed Income provides transparency across credit risk, interest r