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One Equity Partners Agrees to Acquire Montanhydraulik
NEW YORK--(BUSINESS WIRE)-- #hydraulics--One Equity Partners today announces that it has signed a definitive agreement to acquire Montanhydraulik GmbH.
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut
SHELTON, Conn.--(BUSINESS WIRE)--Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton, Connecticut. Ms. Nealon brings nearly three decades of experience in comprehensive financial planning and retirement strategy. She joins Procyon from Wells Fargo, where she served as First Vice President, and managed more than $100 million for clients. Before that
DPL Names Brad Mendenhall to Lead Insurance Solutions
LOUISVILLE, Ky.--(BUSINESS WIRE)--DPL Financial Partners, the leading annuity and insurance platform for registered investment advisors, today announced the appointment of Brad Mendenhall as Executive Vice President, Insurance Solutions. This addition comes at a time when RIAs are looking to DPL to provide comprehensive planning solutions that include annuities and insurance. DPL’s platform offers commission-free versions of virtually every annuity product, as well as commission-free life insur
Aptia’s 2025 Year in Review: Strategic Transformation, Platform Innovation, Partner Ecosystem Expansion, National Awards Recognition, Community Impact, and U.S. Growth
BOSTON--(BUSINESS WIRE)--Aptia Group, a leading U.S. employee benefits administrator and global pensions and insurance provider, today released its 2025 year-in-review, highlighting a transformative year that reshaped Aptia’s go-to-market strategy, expanded its U.S. footprint, accelerated technology modernization, established new industry relationships, and continues to deliver nationally recognized service excellence. 2025 marked the company’s most significant strategy evolution, bringing toge
MANTL Partners with Method Financial to Modernize Loan Refinancing with Real-time Liability Data Integrations
PLANO, Texas--(BUSINESS WIRE)--MANTL, an Alkami solution team and a leading provider of loan and deposit account opening technology, today announced a strategic partnership with Method Financial (Method), a provider of consumer permissioned financial connectivity. Through this partnership, Method’s real-time liability data will be integrated directly into the MANTL Loan Origination platform, empowering financial institutions to streamline decisioning, improve prequalification accuracy, and deli
Moses Singer Welcomes Corporate Trust and Loan Agency Partner Michael Fruchter
NEW YORK--(BUSINESS WIRE)--Moses Singer is pleased to announce that Michael Fruchter has joined the firm as a partner in its Corporate Trust and Loan Agency practice. “Michael is a highly skilled transactional lawyer with deep experience across complex domestic and cross-border financing transactions,” said Dean Swagert, the firm’s managing partner. “His experience guiding major financial institutions through sophisticated structures from traditional indenture work to innovative project finance
U.S. Bank and Coinstar Announce Expanded Partnership to Offer More Convenient Coin Deposit Options
MINNEAPOLIS--(BUSINESS WIRE)--U.S. Bank and Coinstar today announced an expansion of their partnership, giving U.S. Bank clients more ways to deposit coins directly into their checking accounts. Following a successful pilot at four branches, Coinstar’s Transfer to Account service is now available at more than 100 U.S. Bank branches and over 10,000 Coinstar kiosks in retail locations nationwide. The expanded service complements the bank’s 2,000 branches and robust digital capabilities to make ev
Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
ORANGE COUNTY, Calif. & LOS ANGELES--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Wise River Advisors, a Private Wealth Team in the firm’s Los Angeles, California office, has been named to Forbes America’s Top Private Wealth Management Teams list for 2025. Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list. With advisors in Los Angeles, Orange County and beyond, Wise River Advisors provides comprehensi
KBRA Releases Research – Data Centers: Credit Strengths and Challenges for Public Power
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA releases research on the accelerating growth in U.S. data center electricity demand, examining the opportunities and challenges for public power utilities and the municipal governments that host these facilities. While U.S. electricity consumption exhibited limited to no growth for most of the 21st century, it has been rising in recent years, largely due to data center load growth. These large, energy-intensive loads are the digital backbone of the expanding arti
PointBridge Partners with Aspen to Launch Admitted Physicians Professional Liability Program
HOUSTON--(BUSINESS WIRE)--PointBridge Partners with Aspen on Admitted Physicians Professional Liability Program to Launch January 1st. 15 states will have access by end of Q1.
Sentient Jet Adds Cryptocurrency Payments, Continuing Its Legacy of Innovation
BOSTON--(BUSINESS WIRE)--Sentient Jet, the pioneer of the jet-card category and private aviation leader, today announced it is now providing the ability to leverage cryptocurrency payments through BitPay, the world’s largest blockchain payment processor. Card Owners and new members will now have an additional option to complete payments using select cryptocurrencies, including Bitcoin (BTC) Ethereum (ETH) and leading U.S. dollar-backed stablecoins from Circle (USDC) and PayPal (PYUSD), providin
State Street Supports Dimensional Fund Advisors’ UCITS ETF Launch
BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced it has been appointed as the service provider to Dimensional Fund Advisors’ (“Dimensional”) newly launched actively-managed UCITS ETFs. The initial funds listed are the Global Core Equity UCITS ETF and the Targeted Value UCITS ETF. The funds are domiciled in Ireland, regulated by the Central Bank of Ireland and listed in London and Frankfurt. This expands Dimensional’s active ETF suite, after successful launches in Au
Cetera Chooses Vanilla, Further Enhancing Estate Planning Services for Approximately 12,000 Advisors
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
PRO-SET Formulated Resin Systems Acquires European Licensing Partner Wessex Resins and Adhesives Ltd.
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.
83% of Organizations Demonstrate Low AI and Automation Maturity in Human Resources, According to New Benchmarks Data Report by Phenom
PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--83% of Organizations Demonstrate Low AI and Automation Maturity in Human Resources, According to New Benchmarks Data Report by Phenom
Vox AI Partners with Adyen to Bring Payments to Drive-Thru Order Terminals
AMSTERDAM--(BUSINESS WIRE)-- #AI--Vox AI Partners with Adyen to Bring Payments to Drive-Thru Order Terminals
OnePoint BFG Wealth Partners Achieves Major Growth Milestones, Adds to Leadership Bench and Expands National Platform in 2025
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
Morrison Nordmann Wealth Management Joins Integrated Partners to Advance Firmwide Growth
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
Citizens Financial Group Named ‘Bank of the Year’ by The Banker
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
Wolters Kluwer Indicator Survey Finds Lower Concern Levels Following Significant Drop in Regulatory Penalties
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
