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Dynasty Financial Partners Appoints Industry Veteran Kevin Monaco as Senior Business Development Executive
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced the appointment of Kevin Monaco as Business Development Officer, marking a significant step forward in the firm’s continued national expansion. Mr. Monaco will be based in Los Angeles, California, and will report to Tim Oden, Dynasty's Chief Growth Officer. He brings more than 30 years of financial services experience to Dynasty, including senior leadership roles at D.A. Davidson, Wells Fargo Private Bank, Raymond
ParkerGale Invests in Managed Security Service Provider RedZone Technologies
ANNAPOLIS, Md.--(BUSINESS WIRE)--RedZone Technologies, a leading IT service provider with a focus on security for highly regulated industries, announced today it has received a growth investment from ParkerGale. Terms of the transaction were not disclosed. Gary Simat, founder and former CEO of Performive – a managed cloud and IT services provider, is joining the Company as Chief Executive Officer in tandem with the investment. Simat brings deep technical insight, rigorous financial discipline,
Northern Trust Appoints Jessica Donohue as Global Head of Product Management for Asset Servicing
CHICAGO--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) announced today that Jessica Donohue has joined as head of Product Management for Asset Servicing, leading a global team of product executives delivering custody, administration, fiduciary and data solutions for institutional clients. In this role, Donohue leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients and closely align with Northern Trust’s growth prior
Pacific Life Launches Two New Fixed Indexed Annuities with a Twist
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pacific Life introduced 2 new fixed indexed annuities, Pacific Index Foundation® 2 & Pacific Index Income™.
The Presidio Group Exclusively Advises AutoNation on Acquisition of Mercedes-Benz of Chicago and Fletcher Jones Audi from Fletcher Jones Automotive Group
CHICAGO--(BUSINESS WIRE)-- #AutoNation--The Presidio Group LLC (“Presidio”), an independent merchant banking firm focused on mergers and acquisitions, capital raising and investments in the automotive retail and consumer mobility sectors, exclusively advised AutoNation, Inc. (NYSE: AN) on its acquisition of a Mercedes-Benz dealership and Audi dealership, both in Chicago, from Fletcher Jones Automotive Group. The purchase of Mercedes-Benz of Chicago and Fletcher Jones Audi, along with their related real estat
KBRA Assigns Preliminary Ratings to Morgan Stanley Residential Mortgage Loan Trust 2025-NQM7 (MSRM 2025-NQM7)
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 8 classes of mortgage-backed certificates from Morgan Stanley Residential Mortgage Loan Trust 2025-NQM7 (MSRM 2025-NQM7). MSRM 2025-NQM7 is an RMBS transaction sponsored by Morgan Stanley Mortgage Capital Holdings LLC as seller/sponsor and includes a meaningful concentration of collateral that KBRA considers to be “non-prime.” The $417.8 million RMBS transaction is collateralized by a pool of 844 residential mortgages, with fixed-ra
Orion Ascent 2026: Registration Now Open for the Financial Industry’s Signature Wealthtech Event
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, today announced that registration is now open for Orion Ascent 2026, to be held February 24-27, 2026, at the San Diego Marriott Marquis, overlooking San Diego Bay. With more than 2,000 advisors, asset managers, fintech providers, and wealth management leaders expected, Ascent will bring the industry together under this
The Association for Women in Crypto Becomes First Customer to Adopt Taxbit’s Stablecoin Payments Product
NEW YORK--(BUSINESS WIRE)--Taxbit, the leading enterprise-grade tax and accounting compliance platform for digital assets, today announced The Association for Women in Crypto (AWIC) as the first customer leveraging its stablecoin payments product. Through this integration, AWIC can now incorporate stablecoin payments seamlessly into its operational workflow, all while automating the financial reporting and tax requirements associated with the use of digital assets. Taxbit’s new payments solutio
Andersen Consulting Expands Cybersecurity and Technology Offering with Addition of Move
SAN FRANCISCO--(BUSINESS WIRE)-- #AndersenConsulting--Andersen Consulting has entered into a Collaboration Agreement with Move.
Emplifi Earns Trusted Seller Verification for Emplifi Fuel on TrustRadius
NEW YORK--(BUSINESS WIRE)--Emplifi, the leading social media management platform, announced today that it has been verified as a Trusted Seller on TrustRadius, the most trusted buyer intelligence platform for business technology. The Trusted Seller verification recognizes companies that maintain up-to-date product information on their TrustRadius profiles, practice ethical review generation, and engage meaningfully with customer feedback. Emplifi earned this verification specifically for Emplif
Masttro Appoints Dan Williams as Global Head of Marketing
NEW YORK--(BUSINESS WIRE)--Masttro Appoints Dan Williams as Global Head of Marketing
Wolters Kluwer Launches Community Development Wiz® to Streamline CRA Community Development Management
MINNEAPOLIS--(BUSINESS WIRE)-- #CRAWiz--Wolters Kluwer Financial & Corporate Compliance (FCC), a division of Wolters Kluwer, is enhancing the management of community development activities for lenders and other financial institutions with the launch of Community Development Wiz®. Community Development Wiz is a comprehensive solution that streamlines Community Reinvestment Act compliance processes and consolidates services into one centralized repository, overhauling the fragmented systems and manual
Moneta Merges in New Jersey RIA, Expanding National Footprint
ST. LOUIS--(BUSINESS WIRE)--Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent, partner-owned Registered Investment Advisor (RIA) firms, announced today that Lane Hipple Wealth Management Group (“Lane Hipple”), a respected New Jersey-based RIA with about $418 million in assets under management as of December 31, 2024 on their latest regulatory filing and approximately $520 million AUM as of September 15, 2025, has joined Moneta as its newest Partner team.
Aprimo Launches Future-Ready Content Operations to Empower Brands with Intelligent Automation, Discovery, and Personalization
CHICAGO--(BUSINESS WIRE)--Aprimo, the leader in digital asset management and content operations solutions, today announced its latest release: Future-Ready Content Operations. This milestone introduces advanced AI-driven automation, reimagined asset discovery, integrated personalization, and strategic planning enhancements. The new capabilities help enterprises impact marketing and customer engagement with greater speed, scale, and accountability. Marketing teams are facing major inefficiencies
TD Bank Announces Marc Womack as Head of U.S. Consumer Deposit and Payment Products
MOUNT LAUREL, N.J.--(BUSINESS WIRE)--TD Bank, America's Most Convenient Bank®, today announced Marc Womack as Head of U.S. Consumer Deposit and Payment Products. Womack will lead the Consumer Deposit and Payment Products business unit, responsible for all aspects of the customer lifecycle, including product and feature development, acquisition, and customer engagement and experience for the Consumer Deposit portfolio. "Marc's deep experience and ability to lead product-driven strategy and opera
Hedge Fund Association Announces 2025 Global Board Election Results and Salutes Annual Sponsors
NEW YORK--(BUSINESS WIRE)-- #familyoffices--The Hedge Fund Association (HFA), a leading international trade and non-profit organization, announces the results of its 2025 Global Board of Directors election. These newly elected board members will serve three-year terms and help guide HFA’s mission in the years ahead. The 2025 election drew strong participation from HFA members across multiple regions and sectors of the alternative investment industry. The following candidates were elected: Robert Choynowski, Del
Stablecore Raises $20M to Bring Stablecoins, Tokenized Deposits and Digital Assets into Banks and Credit Unions
DALLAS--(BUSINESS WIRE)--Stablecore, the platform enabling community and regional banks and credit unions to offer stablecoins, tokenized deposits and digital asset products, today announced $20 million in funding. Led by Norwest and with participation from Coinbase Ventures, Curql, BankTech Ventures, Bank of Utah, EJF Ventures, Bankers Helping Bankers Fund and others, which represent more than 290 limited partner banks and credit unions, this news comes at a crucial time following the passage
New Research Reveals That "Evidence-Based Creativity" Is the Next Must-Have Skill Set for Marketers in the Age of AI
DENVER & BERLIN--(BUSINESS WIRE)--Contentful, a leading digital experience platform, in collaboration with Atlantic Insights, the marketing research division of The Atlantic, today released a new study, ‘When Machines Make Marketers More Human’ challenging the notion that AI will replace many marketing functions and instead demonstrates how AI can amplify marketers’ effectiveness, creativity, and impact. The report, based on surveys and interviews with hundreds of senior marketing leaders aroun
Triangle Life introduces Global Harmony: A modern indexed universal life solution for HNW clients
HAMILTON, Bermuda--(BUSINESS WIRE)--Triangle Life Insurance Co. Ltd.1 (“Triangle Life”) announces today the launch of Triangle Global Harmony (“Global Harmony”), a flexible premium indexed universal life (IUL) insurance product designed to address the long-term protection and cash value accumulation needs of high-net-worth (HNW) clients. Developed in response to strong client and advisor demand, Global Harmony combines significant protection levels, competitive pricing, and well-known features
Focus Consulting Group Inc. Releases Greatest Hits: Celebrating 25 Years
CHICAGO--(BUSINESS WIRE)--Focus Consulting Group Inc. (FCG), founded by industry veteran and author James Ware, CFA, is celebrating 25 years of partnering with investment leaders by releasing FCG’s Greatest Hits. This concise, engaging collection distills decades of hard-won insights into the practices that create thriving cultures, high-performing teams, and enduring investment success. Packed with practical wisdom—from eliminating blame and building trust to harnessing the genius of your peop