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BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the trusted and modern estate planning platform for financial advisors, today announced a partnership with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, that supports independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Through the partnership, Cetera’s network of more than 12,000 financial advisors and institutions can leverage Vanilla’s comprehensiv

CHARLOTTESVILLE, Va., & ROMSEY, United Kingdom--(BUSINESS WIRE)--PRO-SET Formulated Resin Systems, LLC, an Iron Path Capital holding company, acquires Wessex Resins and Adhesives Ltd.

PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--83% of Organizations Demonstrate Low AI and Automation Maturity in Human Resources, According to New Benchmarks Data Report by Phenom

AMSTERDAM--(BUSINESS WIRE)-- #AI--Vox AI Partners with Adyen to Bring Payments to Drive-Thru Order Terminals

PARSIPPANY, N.J.--(BUSINESS WIRE)-- #advisors--OnePoint BFG Wealth Partners (“OnePoint BFG”), a premier financial planning and wealth management firm dedicated to delivering tailored financial strategies to individuals, families and businesses, today announced a year of dynamic growth and transformation, marked by a major increase in assets under management (AUM), the addition of seasoned industry leadership, strategic acquisitions, accelerated national expansion and enhancements to its advisor platform. O

BOSTON--(BUSINESS WIRE)-- #CPA--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), today announced that Morrison Nordmann Wealth Management (“Morrison Nordmann”) has joined its platform. The Lansing, Michigan-based team brings approximately $200 million in client assets and is led by President Matt Nordmann and Managing Director Scott Morrison. Morrison Nordmann serves high-ne

PROVIDENCE, R.I.--(BUSINESS WIRE)--Citizens Financial Group, Inc. (NYSE: CFG) has been named Bank of the Year 2025 for the U.S. by The Banker, an outlet of The Financial Times. This is the second time Citizens has received this award as part of the publication’s annual global banking awards, having previously been honored in 2022. The Banker cited Citizens’ focus on strong customer relationships and steady, sustainable growth potential as setting it apart from its competitors. This includes the

MINNEAPOLIS--(BUSINESS WIRE)-- #Indicatorsurvey--Wolters Kluwer Financial & Corporate Compliance today announced the results of its latest Regulatory & Risk Management Indicator (“Indicator”) survey, revealing a third consecutive year of declining concern levels among U.S. banking industry respondents regarding the management of their risk and regulatory compliance obligations. The 2025 Indicator measure of U.S. lender concern levels fell from an index of 117 in 2023, to 99 in 2024, and now to 88 in 2025

DALLAS--(BUSINESS WIRE)--With AI at the forefront of most current business innovations, small business experts from Thryv, Inc. (NASDAQ:THRY) share their predictions for those trends poised to transform how SMBs compete and succeed in 2026. AI Rapidly Accelerates Small Business Digital Transformation Small business productivity will skyrocket as business owners use AI-enhanced automations for everything from marketing to invoicing and scheduling, to customer communications. Beyond that, the ins

DALLAS--(BUSINESS WIRE)--Logile, Inc., a leading provider of AI-driven workforce and store operations solutions, and FrontlineXP, a UK-based consultancy focused on frontline workforce transformation, today announced a new partnership to help retailers reduce operational complexity and turn productivity plans into real store-level results. Retailers are facing rising labor costs, volatile demand, and a growing maze of systems and processes on the shop floor. Many already own powerful workforce t

REDWOOD CITY, Calif.--(BUSINESS WIRE)-- #propelpvm--Propel Software today launched DesignHub, a multi-CAD integration solution that connects over 15 mechanical and electrical design tools to Propel’s PLM (product lifecycle management) solution, boosting productivity from design to release. DesignHub is available immediately as part of Propel’s Winter 2026 release. The release also includes expanded capabilities from Propel One, Propel’s agentic AI solution powered by Salesforce Agentforce. DesignHub solves

NEW YORK--(BUSINESS WIRE)--Culture & Capital launches today, offering a fresh, unfiltered look at how the next generation of iconic companies gets made. Produced by Cashmere, the platform targeting investments in private companies backed by iconic founders and top-tier VCs, the podcast brings together founders, operators, and industry leaders for conversations that demystify private markets and help listeners build confidence as early-stage investors. Culture & Capital is a SoFi podcast

BOSTON & NEW YORK--(BUSINESS WIRE)--Bain Capital Real Estate (“Bain Capital”) and 11North Partners (“11North”) today announced the close of a capital raise of up to $1.6 billion to invest alongside their co-owned, dedicated open air retail-focused operating platform (“the Platform”). The successful raise supports Bain Capital and 11North’s ability to distinctively invest in high-quality open-air retail centers throughout the United States and Canada and across the core plus and value add spectr

WALTHAM, Mass.--(BUSINESS WIRE)---- $PEGA #AI--Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announced new advanced agentic AI features in the latest version of Pega Client Lifecycle Management™, the market-leading compliance solution that helps financial institutions speed client onboarding and Know Your Customer (KYC) processes. This launch delivers the industry’s most complete agentic AI platform for client lifecycle management (CLM) by automating onboarding, document proc

ATLANTA--(BUSINESS WIRE)--Sovos, the always-on tax compliance company, today announced a series of Sovos products that have achieved SAP® certification and listings on SAP® Store, the online marketplace for SAP and partner offerings. Sovos has expanded its Indirect Tax Suite for SAP and enhanced support for multinational corporation's global indirect tax compliance across Brazil, Europe, Turkey, and the United States. These solutions deliver improved integration, automation, and regulatory conf

FLORHAM PARK, N.J.--(BUSINESS WIRE)--Wiss, a full-service accounting and business advisory firm leveraging AI and data analytics to deliver advanced accounting and financial solutions, today announced a strong business momentum driven by strategic implementation of its co-sourcing and outsourcing service model, new partnerships with leading accounting and finance technology providers, the successful rollout of AI-driven initiatives, new customer wins and operational breakthroughs. In 2025, Wiss

CHARLOTTE, N.C. & BOSTON--(BUSINESS WIRE)--Service Logic (or the “Company”), a leader in comprehensive commercial HVAC and building automation services, today announced the close of its acquisition by Bain Capital, in partnership with Mubadala Investment Company (“Mubadala”), from Leonard Green & Partners. Bain Capital and Mubadala will continue to support the Company in its next phase of growth. Headquartered in Charlotte, NC, and operating from over 140 locations across North America, Ser

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Independent Research Proves EarnIn’s EWA Product Increases Income and Improves Financial Stability

DALLAS--(BUSINESS WIRE)--Lane Four Capital Partners (“Lane Four”), a debt capital markets advisory firm focused on the middle market, today announced the completion of approximately $1.6 billion of financings across more than 20 closed mandates over the past 18 months, along with the expansion of its team through the hiring of Taylor Cheatham as Senior Associate and Dhruv Rungta as Associate. Since inception, Lane Four has advised private equity sponsors and their portfolio companies on acquisi

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #EmpoweredIndependence--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Shannon Reid will join the firm as President of Osaic and Head of Advisor Growth and Engagement. Reid will fully assume the President role on Jan. 12, 2026, reporting directly to CEO Jamie Price, who previously held the position in tandem with his chief executive responsibilities. Reid joins Osaic following a comprehensive search that included bo