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NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced today that it has entered into a definitive agreement under which Custom Portfolio Group LLC (“CPG”) will formally join Focus partner firm Transform Wealth LLC (“Transform”). Both CPG and Transform are headquartered in the Denver area. The transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditi

DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, has acquired SEP Financial Services, founded by veteran independent financial advisor Stephen E. Plain, who’s been affiliated with Avantax for 25 years. Plain chose to evolve his relationship with Avantax as the core to his succession plan, which involves his practice and clients transitioning to Avantax Planning Partners℠ (APP), the e

NEW YORK--(BUSINESS WIRE)--Seward & Kissel LLP announced today that Lawrence Rouslin has joined the firm’s New York office as special counsel in the Real Estate Group. Most recently counsel with A&O Shearman LLP, Rouslin structures and negotiates large and complex real estate transactions, with a focus on secured financings. Many of the transactions he executes involve multiple lenders and feature various types of mortgage and mezzanine financings, intercreditor agreements, participatio

DALLAS--(BUSINESS WIRE)--ISN, the global leader in contractor and supplier information management, released its 2024 Environmental, Social & Governance (ESG) White Paper. To address the challenges and complexities of managing ESG risk in the value chain, ISN leveraged data from its ESG Assure® offering to identify current trends, practices and areas of opportunity to drive sustainability initiatives. In this White Paper, responses from more than 34,000 contractors and suppliers across a bro

LOWELL, Mass. & WESTON, Fla.--(BUSINESS WIRE)--UKG, a leading provider of HR, payroll, workforce management, and culture solutions, today provided a business update for the third quarter of fiscal 2024, ending June 30, 2024. “UKG’s third-quarter progress is a result of our teams' commitment to providing customers with the most advanced features and capabilities across all of our product suites,” said Jennifer Morgan, who became CEO of UKG on July 30. “We are particularly thrilled to welcome so

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced strategic changes and additions to its executive team to facilitate innovation, streamline decision-making, and scale its business for future growth. Marc Hineman joined the firm as Chief Operating Officer. His decades of experience in technology, operations, and corporate M&A, as well as his proven abilities as an operator driving scale and business growth will be invaluable to Dynasty as it explores new ways

GRAND RAPIDS, Mich.--(BUSINESS WIRE)--Acrisure today announced that Robin Benoit will serve as the Company’s Chief People Officer, effective September 29, 2024. Benoit, who was previously serving in the role in an interim capacity since March 2024, will report to Greg Williams, the Company’s Co-Founder, Chairman and CEO. Benoit will oversee the strategic direction of Acrisure's human resources functions and people strategy, including talent acquisition, employee development, total rewards, and

CHARLOTTE, N.C.--(BUSINESS WIRE)-- #billing--Paymentus Holdings, Inc. (NYSE: PAY) today announced an agreement with Altera Digital Health Inc. to offer its industry-leading Electronic Bill Presentment and Payments (EBPP) platform in conjunction with Altera’s suite of healthcare IT solutions. Altera’s portfolio of industry-leading digital health solutions is designed to support integrated care delivery and practice optimization across the spectrum of care. Altera solutions are used by physician practices,

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Limited Duration Income Trust [NYSE American: FTF] today announced a Portfolio Management Team update. Effective September 30, 2024, the named portfolio management team responsible for the day-to-day oversight of the Fund is as follows: Glenn Voyles Justin Ma Patrick Klein Jon Belk Effective September 30, 2024, Sonal Desai is no longer a portfolio manager of the Fund. Dr. Desai continues to serve as Chief Investment Officer of Franklin Templeton Fixe

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT] today announced a Portfolio Management Team update. Effective September 30, 2024, the named portfolio management team responsible for the day-to-day oversight of the Fund is as follows: Glenn Voyles Jon Belk Tricia O’Connor Data and commentary provided in this press release are for informational purposes only. Franklin Resources and its affiliates do not engage in selling shares of the Fund. The Fund’s shares are traded on

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“First Trust”) a leading exchange-traded fund (“ETF”) provider and asset manager, announced today that it has launched the FT Vest Laddered International Moderate Buffer ETF (Cboe: BUFY) (the “fund”). BUFY seeks to provide equity investors with an ongoing risk management strategy by investing substantially all of its assets in a portfolio of FT Vest International Equity Moderate Buffer ETFs (“Underlying ETFs”). BUFY uses a laddered appr

NEW YORK--(BUSINESS WIRE)--Horizon Sports & Experiences Announces Shark Beauty™  As Title Sponsor of Inaugural Shark Beauty™  Women’s Champions Classic

WILSON, N.C. & DÜSSELDORF, Germany--(BUSINESS WIRE)--Believer Meats, a pioneer in the cultivated meat industry, has signed a strategic partnership agreement with GEA, one of the world’s largest suppliers of production scale equipment and systems to the food, beverage, and pharmaceutical industries. The partnership focuses on co-developing technologies and processes to improve the unit economics and sustainability of cultivated meat production. The companies will focus on optimizing the performa

NEW YORK--(BUSINESS WIRE)-- #FintechLending--Simplist Technologies Officially Launches Sonar, the first-ever AI-powered mortgage experience platform for mortgage professionals.

PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Great Valley Advisor Group (“GVA”), a technology-driven, full-service registered investment advisor (RIA) with $9 billion in assets under management (“AUM”). GVA has officially deployed RISR to its advisors as part of its commitment to driving organic growth and empowering its advisors, particularly those specializing in serving business ow

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today shared the company’s strategy at Investor Day and unveiled new AI-powered innovations that help consumers make smart money decisions year-round and fuel business growth on Intuit’s platform, supercharged with an AI-powered financial assistant in customers’ pockets. “Intuit’s AI-driven expert platform delivers seam

BOSTON--(BUSINESS WIRE)--Harver, the industry-leading hiring solution helping organizations optimize their talent decisions, today announced the availability of Job Fit Finder. Designed to help talent leaders identify and hire the best candidates efficiently, Job Fit Finder utilizes Harver’s behavioral assessment technology to match candidates within their talent pool to other open roles, based on fit. Hiring and retaining top talent is business critical for talent acquisition leaders. As candi

LONDON & SAN FRANCISCO--(BUSINESS WIRE)--Visa (NYSE: V) today announced it has signed a definitive agreement to acquire Featurespace, a developer of real-time artificial intelligence (AI) payments protection technology that prevents and mitigates payments fraud and financial crime risks. The acquisition of Featurespace will complement and strengthen Visa’s portfolio of fraud detection and risk-scoring solutions used by clients around the world to grow and protect their businesses. Since its inc

FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--ResultsCX, a provider of Customer Experience Management (CXM) services to leading global companies including Fortune 100 and 500 firms, today announced it was honored as a Major Contender in Everest Group’s Customer Experience Management (CXM) Services PEAK Matrix® Assessment (Americas region) for the fourth consecutive year. This recognition underlines the company’s ongoing expansion and commitment to supporting organizations across industries in optimiz

NEW YORK--(BUSINESS WIRE)-- #GenAI--Wolters Kluwer today announced the launch of innovative generative AI (GenAI) functionality for VitalLaw, the company’s intuitive legal research platform. VitalLaw® AI combines the power of innovation with Wolters Kluwer’s in-depth expertise across 25 practice areas including tax, securities, privacy, and labor and employment to provide even better outcomes for clients. Ken Crutchfield, Vice President & General Manager of Legal Markets at Wolters Kluwer Legal &amp