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SALT LAKE CITY--(BUSINESS WIRE)-- #FinancialAdvisorMembershipModel--Elements is showing financial advisors how to create their own subscription models via training. Eighteen advisors are adding this to their practice.

SEATTLE--(BUSINESS WIRE)-- #banking--PortX, the leading financial infrastructure and integration technology company that provides open access to data and drives innovation for financial institutions with its Integration-Platform-as-a-Service (IPaaS), announced a strategic partnership with Plaid, the data network powering the digital financial ecosystem. This collaboration combines the power of PortX's digital core banking integration experience with Plaid’s industry-leading capabilities for connecting dat

BOSTON--(BUSINESS WIRE)--In 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter. As 2023 ended, the impending recession never appeared, and inflation eased. As we enter 2024, positive winds of change are in the air. Investor optimism has been boosted by continued easing of inflation and signs that the US Federal Reserve and central banks around the world may soon cut borrowing rates. However, markets remain sensitive to economic data, poten

PROVIDENCE, R.I.--(BUSINESS WIRE)-- #mergersacquisitions--Citizens’ 2024 M&A Outlook revealed optimism around the environment for dealmaking activity this year, underpinned by solid expectations for the U.S. economy and a pop in enthusiasm, especially among buyers. The annual survey of 400 leaders at U.S. middle-market companies and private equity firms also uncovered notable trends related to interest in artificial intelligence (AI) assets, international dealmaking and the upcoming U.S. election that provide sup

NEW YORK--(BUSINESS WIRE)--Mondo, an Addison Group company, the nation's largest staffing agency specializing exclusively in high-end, niche IT, Tech, Creative, and Digital Marketing talent, reaffirms its commitment to delivering exceptional talent solutions through a unique blend of people, passion, and process with the release of its 2024 Salary Guide. Since 2014, Mondo has annually equipped employers, hiring managers, and recruiters with insightful projections for the most sought-after posit

AMHERST, Mass.--(BUSINESS WIRE)--CAIA unveils completely redesigned, refreshed Fundamentals of Alternative Investments (FAI) program; fills critical need for alternatives education.

TORONTO--(BUSINESS WIRE)--Q4 Inc. (TSX:QFOR) (“Q4” or the “Company”), the leading capital markets access platform, today sent a letter to shareholders and issued a presentation highlighting reasons to support the proposed arrangement transaction (the “Arrangement”) whereby Q4 would be acquired by a newly formed entity controlled by Sumeru Equity Partners (“Sumeru”), a leading technology-focused investment firm. A special meeting (the “Special Meeting”) of holders (the “Shareholders”) of the Com

BOSTON--(BUSINESS WIRE)--BrightSphere Investment Group Inc. (NYSE: BSIG) will announce its financial and operating results for the fourth quarter ended December 31, 2023, on Thursday, February 1, 2024. The Company will announce its results through a press release and related slide presentation at 7:30 a.m. Eastern Time and will hold a conference call and simultaneous webcast to discuss the results at 11:00 a.m. Eastern Time. To listen to the call or view the webcast, participants should: Dial-i

TAMPA, Fla.--(BUSINESS WIRE)--AtlasClear, Inc. (“AtlasClear”) announced today the extension of the agreement to complete its previously announced business combination with Quantum FinTech Acquisition Corporation (“Quantum”) (NYSE: QFTA), a publicly-traded special purpose acquisition company, which was approved by Quantum’s stockholders on November 3, 2023. Additionally, AtlasClear restructured its proposed acquisition of Wilson-Davis & Co., Inc. (“Wilson-Davis”), to facilitate the closing o

MELVILLE, N.Y.--(BUSINESS WIRE)---- $IDN #authentication--Intellicheck, Inc. (Nasdaq: IDN), an industry-leading identity company delivering on-demand digital and physical identification validation solutions, today announced it demonstrated unparalleled identity validation technology performance accuracy in research conducted by independent international fraud consulting company Greenway Solutions. The research report also provided important industry insight into how and where identity validation is used and the role of

COLUMBUS, Ohio--(BUSINESS WIRE)-- #BoD--Dave Pratt's decades of thought leadership expertise in insurance to boost product innovation and market penetration at TNEDICCA

NEW YORK--(BUSINESS WIRE)--ATL Partners (“ATL”) today announced that Caleb Clark has joined the firm as a Senior Partner. In this new role, Mr. Clark will support leading the firm’s private equity investment business. Mr. Clark will assist in managing ATL strategic initiatives, capital formation strategies, and firm and portfolio operations. He will serve on ATL’s Investment Committee and work directly with Frank Nash, ATL’s founder and Managing Member. Mr. Clark is a veteran investment profess

ATLANTA--(BUSINESS WIRE)--Enhanced digital accessibility of Eptura software supports more inclusive user experiences in the workplace

SAN FRANCISCO & FORT WORTH, Texas--(BUSINESS WIRE)--TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today announced that it will release financial results for the fourth quarter and full year ended December 31, 2023 before the market opens on Tuesday, February 13, 2024 and host a conference call and live webcast at 11:00 a.m. ET. The conference call may be accessed by dialing (800) 245-3047 (US toll-free) or (203) 518-9765 (international), using the conference ID TPG

NEW YORK--(BUSINESS WIRE)---- $VOYA--Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year. Matt Toms, global chief investment officer (CIO) of Voya IM, will succeed Hurtsellers as CEO, effective immediately, and Hurtsellers will now serve as a strategic advisor to the company until her retirement. Toms has also joined Voya Financial’s Executive Com

NEWTON, Mass.--(BUSINESS WIRE)--The RMR Group (Nasdaq: RMR) today announced that it will issue a press release containing its fiscal first quarter 2024 financial results after the Nasdaq closes on Wednesday, February 7, 2024. On Thursday, February 8, 2024 at 10:00 a.m. Eastern Time, President and Chief Executive Officer Adam Portnoy and Chief Financial Officer Matt Jordan will host a conference call to discuss these results. The conference call telephone number is (844) 481-2945. Participants c

NEW YORK--(BUSINESS WIRE)--Cognito, the specialist financial communications agency, has announced the appointment of Doug Hesney as the new US Head of Financial Communications and Senior Vice President. Based in the company's Manhattan office, Hesney's role will be instrumental in driving the growth of Cognito’s business and service offerings in the North American market. He joins Cognito from Ditto PR, where he served as Chief of Staff. Doug Hesney is recognized as a trusted counselor to C-Sui

PADUCAH, Ky.--(BUSINESS WIRE)--CSI announced today a strategic investment from TA Associates, a leading global private equity firm.

SOUTHFIELD, Mich.--(BUSINESS WIRE)--Sterling Bancorp, Inc. (the “Company”) (NASDAQ: SBT), the thrift holding company for Sterling Bank and Trust, F.S.B., Southfield, Michigan (the “Bank”), today announced that it expects to issue its financial results for the fourth quarter and full year 2023 prior to the market open on Wednesday, January 24, 2024. The Company will also host a conference call and webcast on Wednesday, January 24, 2024 at 11 a.m. (ET) to discuss its financial results. Conference

PRINCETON, N.J.--(BUSINESS WIRE)--Growth equity investment firm Edison Partners today announced leading a $43 million growth investment in 120Water, a leading cloud-based water management and testing system based in Zionsville, Indiana, with continued participation from Allos Ventures. The new funds will be used to further expand the 120Water team, technology investments, and go-to-market efforts. New federal Lead and Copper Rule Improvements (LCRI) will require states’ drinking water to be 100