Feed aggregator

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services™ is back in Denver, Colorado for its 35th annual IMPACT® conference, bringing together thousands of independent registered investment advisors (RIAs) for three days of education, connection and celebration. IMPACT ®, the nation’s largest and longest-running gathering of independent advisors, will showcase the strength, growth and future of the RIA profession against the backdrop of the Mile High City. “Each year at IMPACT®, we see the pr

NEW YORK--(BUSINESS WIRE)--Emplifi, a leading social media marketing platform, today announced it will host a live webinar featuring customer experience expert and bestselling author Blake Morgan in conversation with Lisa Diehl, Director of Consumer Care at Freshpet. The webinar is scheduled for September 9 at 11:00 a.m. EDT and is free for all who register to attend the event. As the leader of Freshpet’s consumer care department, Diehl has leveraged Emplifi’s social media management tools to m

CHEYENNE, Wyo.--(BUSINESS WIRE)--Kraken, a technology platform built on crypto that unlocks access and reduces inefficiencies to drive financial freedom, today announced its acquisition of Breakout, an evaluation-based proprietary trading firm that provides skilled traders with the opportunity to earn payments for successfully deploying strategies at scale. Effective September 1, this strategic acquisition expands Kraken’s product suite for advanced traders. Breakout enables qualified traders t

DALLAS--(BUSINESS WIRE)--Glass-Media, the leading provider of purpose-built, highly configurable digital signage solutions, today announced a strategic partnership with Insight Financial Services (IFS), enabling the launch of a new “Digital Signage as a Service” model that removes the need for costly initial capital investment. Through this offering, brands can now expand their footprints by utilizing Glass-Media’s innovative display technologies with flexible, affordable monthly payments to un

SAN JUAN, Puerto Rico--(BUSINESS WIRE)--Popular, Inc. (NASDAQ: BPOP) announced today that it has declared the following monthly cash dividend on its outstanding shares of Non-Cumulative Monthly Income Preferred Stock: a monthly cash dividend of $0.132813 per share of 6.375% Non-Cumulative Monthly Income Preferred Stock, 2003 Series A, payable on September 30, 2025 to holders of record as of September 15, 2025. The Corporation also announced the following monthly distribution on its outstanding

PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the engagement platform built to power financial planning with business owners, today announced the launch of its newly enhanced platform—a major upgrade that introduces the industry’s first financial planning-focused Succession & Exit Planning tool, along with enhanced wealth planning, valuation and risk insights designed to make business owner planning more simple, personal and actionable. At the heart of the enhanced platform is the Succession & E

LAWRENCE, Kan.--(BUSINESS WIRE)--Triad Partners announced that its wealth management affiliate, Triad Wealth Partners, has surpassed $1 billion in assets under management (AUM).

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth expands into Southwest with Phoenix acquisition, launches division serving first responders and public safety members

AUSTIN--(BUSINESS WIRE)--SunStrong Management, LLC (“SunStrong”), an independent full-service asset manager for renewable energy portfolios, today announced it has been retained by Solaris Assets and affiliates (“Solaris”) to manage the residential solar servicing and operations portfolio acquired from Sunnova Energy International Inc. (“Sunnova”). The integration significantly expands SunStrong’s platform, bringing its managed portfolio to over 500,000 solar customers and 4 GW of distributed g

LAKE FOREST, Ill.--(BUSINESS WIRE)--Erich Sternberg Joins Trustmark as President of Voluntary Benefits and Chief Strategy Officer

NEW YORK--(BUSINESS WIRE)--Pretium, a specialized investment firm managing approximately $60 billion in assets, today announced the addition of Kim Larin as Chief Compliance Officer. Kim is a seasoned compliance leader with nearly 30 years in the investment management industry. She joins Pretium from GLP Capital Partners, where she was Global Chief Compliance Officer. Prior to GLP, she spent nearly 20 years at Oaktree Capital Management, where she served as Head of Global Investment Compliance

NEW YORK--(BUSINESS WIRE)--MetLife has introduced a new Cancer Support benefit to help employees with personalized advice and attention from diagnosis to treatment and through recovery. Through a strategic relationship with Private Health Management, a leader in complex care navigation, MetLife will expand its Critical Illness Insurance offering to provide a more robust cancer benefit, including access to top oncology specialists, tech-enabled and expert-led coordination, and patient counseling

NEW YORK--(BUSINESS WIRE)--The Look Company, creators of large-scale visual branding for retail, sport and event environments, has completed the acquisition of OAI + Rainier, a full-service visual branding and manufacturing company. The acquisition includes nearly all assets created by the 2022 merger of OAI and Rainier Industries, including two US-based manufacturing facilities in Tampa and Seattle, new capabilities across the sports, events, retail and industrial sectors, and a robust client

WASHINGTON--(BUSINESS WIRE)--FS Vector, a leading strategic consulting firm for companies that are innovating in financial services, is announcing the launch of its Examinations offering to support companies with all single-state, multistate, investor, and federal financial services exams. FS Vector’s new Examinations offering is driven by the company’s Licensing team, headed by Emily Goodman, Partner, who brings over two decades of experience building and advising in fintech and financial serv

NEW YORK--(BUSINESS WIRE)--Canoe Intelligence (“Canoe”), the platform for smarter alts management, today announced the launch of Canoe Labs, an exclusive incubator where investment and operations professionals help bring next-generation alts workflows to life. Canoe Labs operates as a collaborative innovation center, offering direct access to a stream of emerging AI capabilities before they reach the broader market. With real-time user engagement, Canoe will continuously refine the capabilities

NEW YORK--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital raised to $30 million. The round was led by Brewer Lane Ventures, with participation from New York Life Ventures, MassMutual Ventures, Perceptive Ventures and existing investors F-Prime, Flyover Capital, and Fika Ventures. The new capital will be used to accelerate investment

NEW YORK--(BUSINESS WIRE)--Saint James, the fastest-growing iced tea brand in the U.S., has chosen January Digital as its digital media agency.

NEW YORK--(BUSINESS WIRE)--Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers. The agreement includes the appointment of BlackRock to manage approximately $80 billion in assets

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Simplified Wealth Management has joined its growing network of independent advisors. Bringing $315 million in client assets, the Corona, Calif-based team moves to Osaic from LPL Financial. Simplified Wealth Management is a values-based practice serving individuals, families and business owners nationwide, with a focus on business owners, physicians an

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 Tara Smith has been named executive vice president of enterprise growth and multi-brand strategy. Smith will have enterprise-wide responsibilities for driving growth and multi-brand strategies, as well as serving as executive sponsor of the company’s Leadership For