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Ameriprise Financial Welcomes Two Advisors with Over $150 Million in Assets From Commonwealth Financial
MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) recently welcomed two financial advisors to its independent channel with more than $150 million in combined client assets from Commonwealth Financial Network. Chris Theis, CKA®, FPQP®, based in Millsboro, Delaware, and Michael Thomas, based in Hamilton, Montana, separately made the decision to join Ameriprise following Commonwealth’s acquisition by LPL Financial. The additions underscore Ameriprise’s continued momentum in attr
American Express Provides Card Members and Tennis Fans with a Premium Experience at the 2025 US Open Tennis Championships
NEW YORK--(BUSINESS WIRE)--As a proud partner of the US Open Tennis Championships for 33 years, American Express will once again serve up enhanced perks for Card Members and fans at this year’s tournament, taking place August 18 through September 7. From access to Card Member lounges, to fan experience spaces and additional perks across the tournament grounds, American Express is continuing to enhance the US Open experience. American Express Card Member Lounge The American Express® Card Member
Wolters Kluwer ELM Solutions Wins Raft of Awards Celebrating Legal AI Technology and Product Innovations
HOUSTON, Texas--(BUSINESS WIRE)-- #AI--Wolters Kluwer ELM Solutions’ AI-powered legal solutions have been recognized with the Business Intelligence Group’s award for Artificial Intelligence Excellence in the Law Organization category. The honor is one of multiple awards that ELM Solutions received in 2025 celebrating the business’ technology solutions and customer service. Raja Sengupta, Executive Vice President and General Manager of Wolters Kluwer ELM Solutions: “These awards reflect the strength o
Delaware Life Featured in Barron’s List of 100 Best Annuities for Sixth Consecutive Year
ZIONSVILLE, Ind.--(BUSINESS WIRE)--Delaware Life Insurance Company, a Group 1001 company, announces Barron’s has included the Accelerator Prime® Variable Annuity (“APVA”) in their “100 Best Annuities” annual list, marking APVA’s sixth consecutive appearance in the list. APVA was recognized for its income guarantees in the categories of both Single Life and Joint Life. “We are honored to be included in Barron’s best annuities list for the sixth straight year. This achievement underscores the str
Celebrating Five Years of Investing in Future Advisors: Schwab’s RIATA Scholarship Program Recognizes 15 Promising Students in 2025
WESTLAKE, Texas--(BUSINESS WIRE)--Today, Schwab Advisor Services, in partnership with Charles Schwab Foundation, announced the 15 recipients of its 2025 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship. In its fifth year, the initiative is committed to broadening pathways into the advisory profession by alleviating financial roadblocks and equipping emerging leaders with meaningful, high-impact learning experiences. Following an expansion of the RIATA Student Scholarsh
The Hackett Group® 2025 Working Capital Survey: Payables Rebound, but Receivables and Inventory Lag
MIAMI--(BUSINESS WIRE)---- $HCKT #Accounting--The Hackett Group, Inc. (NASDAQ: HCKT), a leading generative artificial intelligence (Gen AI) consultancy and executive advisory firm, today released findings from its 2025 U.S. Working Capital Survey, revealing a 4% improvement in the cash conversion cycle (CCC) – now at 37 days – after a turbulent year of across-the-board deterioration. The rebound was fueled primarily by a 3% improvement in days payable outstanding (DPO), highlighting renewed opportunities to unlock l
Reimagining Downtowns Can Unlock $120+ Billion in Untapped Value
NEW YORK--(BUSINESS WIRE)-- #cre--Cushman & Wakefield releases Reimagining Urban Real Estate Portfolios report examining the asset mix in urban centers
ISG Announces Finalists for 2025 ISG Women in Digital Awards
STAMFORD, Conn.--(BUSINESS WIRE)-- #AIChampion--ISG has announced the finalists for the 2025 ISG Women in Digital Awards program. Winners will be announced in virtual awards ceremonies in September.
SHCO Investors Have the Opportunity to Join Investigation of Soho House & Co Inc. with the Schall Law Firm
LOS ANGELES--(BUSINESS WIRE)---- $SHCO--SHCO Investors Have the Opportunity to Join Investigation of Soho House & Co Inc. with the Schall Law Firm
Joseph “Joe” Jennings Appointed General Manager of Crowne Plaza® Dallas Downtown Managed by Universal Hospitality Solutions (UHS)
DALLAS & SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #CrownePlaza--Joseph “Joe” Jennings appointed general manager of 291-key Crowne Plaza® Dallas Downtown, which is managed by Universal Hospitality Solutions (UHS).
USAA, NFL Extend Long-Standing Partnership
SAN ANTONIO--(BUSINESS WIRE)--USAA and the NFL today announced a significant long-term partnership extension, further solidifying their commitment to recognizing and honoring the military community. Building on 14 NFL seasons of partnership, USAA, an Official Salute to Service Partner of the NFL, is reaffirming its care and enduring dedication to providing once-in-a-lifetime NFL experiences to our military, veterans and their families. “USAA is proud to stand alongside the military community, a
KBRA Releases Research – CMBS Servicer Advances: Curtailments Accelerate
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA releases research on the current trends in CMBS servicer advances, appraisal reductions, and nonrecoverable advances. The report examines some of the servicer advancing (SA), appraisal reduction amounts (ARA), and nonrecoverable advance (NRA) trends over the past three years through June 2025, which can provide a window into next year’s trends. Servicer advancing is an important structural feature in CMBS transactions, given the illiquid nature of distressed comm
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
OMAHA, Neb.--(BUSINESS WIRE)--Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, and GiftingNetwork, a leading provider of comprehensive philanthropic solutions, today announced an integration partnership that empowers Orion advisors to offer personalized, white-labeled donor-advised fund (DAF) solutions that drive deeper family engagement, align wealth with values, and retain assets across generat
KLC INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against KinderCare Learning Companies, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead Class Action Lawsuit
SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements concerning KinderCare business and prospects, resulting in its stock trading at inflated prices.
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #advisortech--Amplify Platform announced the launch of QuantumRisk™. This proprietary analysis tool reinvents how advisors measure, communicate, and manage risk.
TrustedTech Unveils Bold Rebrand to Lead the Next Generation of AI and IT Modernization
IRVINE, Calif.--(BUSINESS WIRE)-- #AITechnology--TrustedTech rebrands in efforts to help customers cut through complexity, adopt intelligent tools like Microsoft Copilot, and more.
UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey
PARAMUS, N.J.--(BUSINESS WIRE)--UBS is pleased to announce the appointment of Ryan Rozniakowski as Senior Market Director for Northern New Jersey within the Greater New York Metro Market. Ryan leads UBS’s Paramus office, the firm’s largest branch in New Jersey, where he is responsible for overseeing strategic growth, driving profitability, and leading a team of more than 130 employees. His appointment underscores the importance of Paramus as a critical business within the Greater New York Metro
New Study by EVERFI® and the MassMutual Foundation Underscores the Critical Importance of Multiple Financial Educational Interventions
SPRINGFIELD, Mass. & WASHINGTON--(BUSINESS WIRE)--Today, EVERFI® and the MassMutual Foundation announced findings from the third and final year of a three-year, longitudinal study of financial capability among adolescents. The release of this new data occurs as the MassMutual Foundation’s FutureSmartSM financial literacy curriculum also celebrates the milestone of reaching six million learners. EVERFI and the MassMutual Foundation’s first-of-its-kind study has tracked financial behaviors and li
Lincoln Financial Enhances Fixed Indexed Annuities With New Cap Lock Strategy and Exclusive Nasdaq Priva™ Index
RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC) announced today the latest enhancements to its fixed indexed annuities (FIAs) to help meet investor needs for more upside growth opportunity and diversification. Lincoln has added a 1 Year Cap Lock account that tracks the performance of the S&P 500® and a 1 Year Participation account that tracks the performance of the Nasdaq Priva™ Index, available exclusively with a Lincoln OptiBlend® fixed indexed annuity. “In today’s market envi
NEO Home Loans Division Leader, Josh Mettle, Helps 82 Families in One Month Citing Technology Efficiencies and Team Synergy
SALT LAKE CITY--(BUSINESS WIRE)-- #NEOHomeLoans--NEO Home Loans powered by Better, a retail mortgage lender pairing elite loan advisors with agentic mortgage technology to redefine the home financing experience, proudly announces a standout performance from Division Leader Josh Mettle and his team, who helped 82 families achieve homeownership in July. This milestone marks the group’s highest monthly total in over three years, reflecting the successful convergence of cutting-edge technology, operational precisi