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CHARLOTTE, N.C.--(BUSINESS WIRE)--Summit Leadership Partners survey finds two-thirds of PE leaders cite evolving leadership needs as a reason for CEO replacement.

DOYLESTOWN, Pa.--(BUSINESS WIRE)--Powerlytics, a leading provider of alternative data solutions for financial institutions, announced the launch of Family View powered by TrueWealth, a new feature of Powerlytics’ proprietary data platform that gives wealth management firms, banks, and wirehouses visibility into the family and household relationships and their financial profiles of their existing clients, before wealth changes hands. As the industry braces for the largest generational transfer o

CHICAGO--(BUSINESS WIRE)--FinTurk, an AI-native CRM built specifically for financial advisors, today announced the introduction of FinBox, a new AI-powered email management tool designed to streamline client communications and daily workflows for registered investment advisors (RIAs). Alongside the rollout of FinBox, FinTurk is introducing unlimited artificial intelligence (AI) usage for advisors on its Max plan, replacing the existing monthly AI credit to help firms take full advantage of the p

CHICAGO--(BUSINESS WIRE)--Sprocket Sports, a leading provider of software and services for youth sports clubs, today announced the publication of a Return on Investment (ROI) study conducted by Hobson & Company which found substantial financial upside for organizations using Sprocket’s club management platform.Hobson & Company is an independent research and consulting firm that specializes in conducting rigorous, evidence-based ROI studies for technology companies through in-depth custom

NEW YORK--(BUSINESS WIRE)--Vise launches Asset Location, bringing asset location and tax management together in one engine so advisors can do both for every household.

BOSTON--(BUSINESS WIRE)-- #AI--Apps Associates advances AppsTransform, combining AI, automation, & managed services to accelerate Oracle Cloud transformation and business outcomes.

BOSTON--(BUSINESS WIRE)--Claro Advisors today announced that Alpine Hill Advisors, a Westport-based wealth management firm, has joined the Claro platform. The firm, which manages approximately $110 million in client assets, as of October 2026, will continue to operate under the Alpine Hill name, and Pacilio will remain the primary point of contact for the families he serves. Alpine Hill was founded in 2023 and serves pre-retirees and retirees, business owners, multi-generational families and yo

HOUSTON--(BUSINESS WIRE)--Bissinger Oshman Williams and Strasburger LLP (BOWS) partners David Bissinger, Jason Williams and John Strasburger are three of only seven Houston-based attorneys selected to the inaugural Lawdragon 500 Special Situations legal guide. The guide recognizes an elite group of attorneys who combine restructuring, finance, liability management and capital solutions expertise for clients facing the complexities of hostile M&A transactions, governance disputes and proxy c

CHICAGO--(BUSINESS WIRE)-- #AI--Yourco introduces Frontline Agents, purpose-built AI agents that handle routine frontline employee requests and workflows through SMS.

SAN FRANCISCO & NEWARK, N.J.--(BUSINESS WIRE)--SoFi (NASDAQ: SOFI) and Prudential Financial, Inc. (NYSE: PRU) are joining forces to provide over 15 million SoFi members the ability to purchase Prudential term life insurance directly within the SoFi app. Through a fully digital experience built and operated by SoFi, members can explore Prudential’s SimplyTerm life insurance, receive an instant quote, and apply for and purchase coverage in one place. Available through the SoFi app, the embedded e

BOISE, Idaho--(BUSINESS WIRE)--Albertsons Companies, American Express and Imprint announce the launch of the Albertsons forU™ American Express® Card.

EUGENE, Ore.--(BUSINESS WIRE)--Summit Bank Group (OTCID: SBKO): Q3 2026 Net Income – $4.65 million or $0.58 per fully diluted share, an increase of 16.5 percent over Q3 2025. Year to date 2026 earnings per fully diluted share of $1.68, an increase of 29.3 percent over the previous year. Cash and Securities total $199.6 million – 14.5 percent of assets, increased from 13.1 percent as of Q3 2025. Year over year Net Loan Growth – $52.9 million or 4.8 percent. Year over year Deposit Growth – $65.4

NEW YORK--(BUSINESS WIRE)--ACORE CAPITAL, a leading U.S. commercial real estate investment manager, today announced the launch of ACORE CAPITAL Wealth Solutions (ACWS), a dedicated platform designed to provide financial advisors and their clients with access to institutional-quality commercial real estate investment strategies. ACWS will bring ACORE’s deep real estate credit underwriting expertise, as well as the firm’s experience owning and operating properties, across both credit and select e

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--U.S. farm bureau insurers saw positive momentum in 2025, as the property/casualty side reclaimed underwriting profitability, ending four consecutive years of underwriting losses, according to a new AM Best report. At the same time, their life/annuity counterparts, reported a growth in net premiums written in 2025 that bested the overall life/annuity industry’s growth - a first since 2016. Farm bureau insurers are typically member-owned organizations with a state-

ST. LOUIS--(BUSINESS WIRE)--Katsam Property Services, the St. Louis-based exterior property services company founded in 1986, today announced it is rebranding as Gateway Service Group, creating a unified commercial property services platform across its regional operations. The rebrand reflects the company's continued growth following an investment from Unity Partners, a Dallas-based middle-market private equity firm, in July 2024.Since that investment, the company has expanded from a single-mark

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies, Inc. (NYSE: HLIO) (“Helios” or the “Company”), a global leader in highly engineered motion control and electronic controls technology, today announced that its operating company Enovation Controls (“Enovation”) has been selected for the 2026 Fortune Best Workplaces in Manufacturing & Production™ List. This marks the sixth time Enovation has been named to this prestigious list, with Enovation ranking No. 30 in the small and medium categor

IRVING, Texas--(BUSINESS WIRE)--Matthew Tripp joins American Beacon as VP, Senior Client Portfolio Manager, ARK Invest, working to expand the reach of ARK’s investment strategies.

REDWOOD CITY, Calif.--(BUSINESS WIRE)--i2c Inc., a global financial technology innovator, today recapped key milestones from the past year as financial institutions and fintechs raced to modernize their banking and payments technology. Behind that race is mounting pressure. New American Banker research in partnership with i2c found that 88% of financial institutions have accelerated their modernization timelines due to competition from digital-first banks, fintechs, and non-bank providers, with

NASHVILLE, Tenn.--(BUSINESS WIRE)-- #AI--CoreTrust, a premier strategic group purchasing organization (GPO) and spend-intelligence platform with over 20 years of experience and $7 billion in annual aggregated spend, today announced a major expansion of the CoreTrust Experience Platform (CXP). As part of its commitment to delivering technology-driven procurement intelligence, CoreTrust has introduced the AI-powered CXP Savings Roadmap, the latest feature within the CXP suite designed to help enterprise

PLANO, Texas--(BUSINESS WIRE)--Ryan, a leading global tax services and software provider, has been named one of the Dallas Business Journal’s 2026 Best Places to Work in North Texas for the 16th consecutive year. The annual program recognizes organizations that foster exceptional workplace cultures and selects honorees based on confidential team member feedback evaluating leadership, communication, collaboration, trust, and overall workplace experience. Founded in Texas and headquartered in Pla