Feed aggregator

Jump Collaborates With Markel and Joseph Caruso & Associates to Expand Access to AI and Insurance Solutions for Advisors

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
SALT LAKE CITY--(BUSINESS WIRE)-- #ai--Jump, a leading AI OS for financial advisors announced a strategic collaboration with Markel, a leading global specialty insurer.

American Business Bank Reports Record Quarterly Earnings of $15.9 Million

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
LOS ANGELES--(BUSINESS WIRE)--American Business Bank Reports Record Quarterly Earnings of $15.9 Million

InspereX Partners with AuguStar Retirement for Strategic Expansion into Annuity Market

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
DELRAY BEACH, Fla.--(BUSINESS WIRE)--InspereX, the tech-driven distributor of fixed income, structured products, exchange-traded funds (ETFs), and alternative investments, today announced a strategic expansion into the annuity marketplace through a new partnership with AuguStar® Retirement (“AuguStar”), a Constellation company. InspereX will distribute AuguStar’s annuity solutions to PNC financial advisors and other select wealth management platforms. This partnership enhances InspereX’s expand

Geraldine Spinella Joins Osaic Through New York Financial Partners, Bringing $107 Million in Client Assets

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #EmpoweringWealth--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Geraldine Spinella has joined the firm from Raymond James, bringing approximately $107 million in client assets. Based in Garden City, New York, Spinella has affiliated with Osaic through its office of supervisory jurisdiction (OSJ), New York Financial Partners, Inc. Spinella is dedicated to helping individuals and families navigate changing fina

Pitney Bowes Achieves IL4 Provisional Authorization for SendPro® 360 Platform Solutions, Expanding Secure Shipping and Mailing Capabilities for the U.S. Department of Defense

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
SHELTON, Conn.--(BUSINESS WIRE)--Pitney Bowes (NYSE: PBI), a technology-driven company that provides digital shipping solutions, mailing innovation, and financial services to clients around the world, today announced it has achieved Provisional Authorization for Impact Level 4 (IL4) for its SendPro® 360 platform solutions. This milestone enables U.S. Department of Defense (DoD) agencies and authorized defense contractors to leverage SendPro 360 to manage shipping and mailing operations in align

Bespoke Partners and Industra Welcome Dani Pfeiffer as Head of People, HR and Talent Executive Recruiting Practice

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
AUSTIN, Texas--(BUSINESS WIRE)--Dani Pfeiffer joins the firm as a Partner leading the People and HR Leader recruiting practice serving both software and industrials sector companies.

Mercer Advisors Expands “Healthy, Wealthy Lives” Initiative in Jacksonville, Strengthening Community Wellness Through Financial and Physical Well‑Being

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), is deepening its longstanding commitment to the Jacksonville community through a series of initiatives designed to help families live healthy, wealthy lives. The Mercer Advisors team in Jacksonville is rooted in the belief that financial clarity and physical well-being go hand in hand. As part of this commitment, Mercer Advisors is sponsoring programs to support

Nomi Capital Closes Inaugural Defense Fund, Targeting Over $50 Million in Total Platform Deployments

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
NEW YORK--(BUSINESS WIRE)--Nomi Capital, a venture firm investing in the next generation of U.S. defense and national security technology, today announced the closing of Nomi Defense Fund I, targeting over $50 million in total platform deployments. Nomi Defense Fund I invests across five strategic domains: Autonomy and Unmanned Systems, AI and Communications, Manufacturing and Supply Chain, Space Technologies, and Energy and Power. The Fund targets growth-stage companies at inflection points, c

JPMorganChase Named First-Ever Global Banking Partner of the Olympic Games

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
NEW YORK--(BUSINESS WIRE)--The International Olympic Committee (IOC) and JPMorganChase today announced a landmark Worldwide Olympic Partnership, making JPMorganChase the first Global Banking Partner in Olympic history. The partnership includes the Los Angeles 2028 Olympic and Paralympic Games (LA28 Games) and the French Alps 2030 Olympic and Paralympic Winter Games. The firm has also reached an agreement with LA28 to become the Official Bank of Team USA and LA28, and a Founding Partner of the L

Mountain Point Credit Announces Closing of Inaugural $500 Million CLO

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
GREENWICH, Conn.--(BUSINESS WIRE)--Mountain Point Credit Management LLC (“Mountain Point”), a systematic credit manager, today announced that Mountain Point CLO 1 Ltd (“Mountain Point CLO 1”), a $500 million new issue U.S. collateralized loan obligation (“CLO”), has closed and gone effective. Bank of America served as arranger. Mountain Point CLO 1 invests in a highly diversified portfolio of nearly 1,000 broadly syndicated senior secured loans, providing investors with exposure to more borrowe

The Trade Desk, Pacvue, and Skai Unlock Unified Activation and Measurement Across 250+ Commerce Media Partners

Lastest from Businesswire - Tue, 04/28/2026 - 11:20
NEW YORK--(BUSINESS WIRE)--The Trade Desk, a leading global advertising technology company, today announced a new integration with Pacvue and Skai that allows mutual clients to use Pacvue and Skai services to streamline enterprise activation of programmatic advertising campaigns alongside retail media investments. The integration enables brands and agencies to manage, automate, and optimize campaigns executed on The Trade Desk within Pacvue’s and Skai’s enterprise commerce media platforms, help

AmplifAI and TTEC Collaborate to Advance AI-Driven Performance Through TTEC Perform™

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
PLANO, Texas--(BUSINESS WIRE)--AmplifAI's AI-powered platform for automated QA, coaching, and CX management is powering TTEC Perform™ at enterprise scale.

Tyfone Expands Check Fraud Protection Capabilities with Mitek Systems’ Check Fraud Defender

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
PORTLAND, Ore.--(BUSINESS WIRE)-- #CheckFraudDefender--Tyfone Expands Check Fraud Protection Capabilities with Mitek Systems’ Check Fraud Defender

Amy Miller Joins Alliant Insurance Services’ Texas Employee Benefits Team

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
IRVINE, Calif.--(BUSINESS WIRE)-- #AlliantInsurance--Amy Miller has joined Alliant Insurance Services as Assistant Vice President within its Employee Benefits Group. The Austin, Texas-based consultant will partner with clients across a breadth of industries to deliver strategic, data-driven PEO advisory solutions that align workforce needs with long-term business objectives. “Amy brings a highly strategic approach to helping organizations navigate an increasingly complex workplace,” said Kevin Overbey, President,

Waverly Advisors Acquires TruWealth Advisors

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients, has acquired TruWealth Advisors (“TruWealth”), a $3.1 billion (as of 12.31.2025) wealth management firm based in the greater New Orleans area with offices in Mandeville and Metairie, Louisia

Aven Launches Bitcoin-Backed Credit Card, Built on BitGo’s Infrastructure

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
NEW YORK--(BUSINESS WIRE)--BitGo Inc., the digital asset infrastructure company, and BitGo Bank & Trust, N.A., an OCC-regulated digital asset bank, (together "BitGo") both subsidiaries of BitGo Holdings, Inc. (NYSE: BTGO), today announced a partnership with Aven, a leading machine-banking platform and provider of asset-backed credit cards, to support the launch of the Aven Bitcoin Visa Card. The card enables eligible consumers to access a line of credit secured by bitcoin collateral. Under

Roman DBDR Acquisition Corp. II Appoints Randolph C. Read to Board of Directors, Ahead of Proposed Business Combination with ThomasLloyd Climate Solutions

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
NEW YORK--(BUSINESS WIRE)--Roman DBDR Acquisition Corp. II (“Roman DBDR” or the “Company”) (Nasdaq: DRDB) today announced the appointment of Randolph C. Read to its Board of Directors, as the Company continues preparations to complete its previously announced business combination with ThomasLloyd Climate Solutions B.V. (“ThomasLloyd”), a vertically integrated sustainable energy and technology solutions provider (the “Proposed Business Combination”). Mr. Read joins the Board to replace Jim Nevel

PACCAR Achieves Good Financial Performance

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
BELLEVUE, Wash.--(BUSINESS WIRE)--“PACCAR reported good revenues and increased net income in the first quarter of 2026 compared to the fourth quarter last year,” said Preston Feight, chief executive officer. “These results were generated by strong PACCAR Parts and Financial Services results and growth in the truck businesses. PACCAR’s production backlog is increasing due to stronger demand. I am very proud of our employees and dealers who have delivered outstanding trucks and transportation sol

Two Pacific Retail Capital Partners Executives Selected as 2026 Women of Influence Winners by GlobeSt.

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
LOS ANGELES--(BUSINESS WIRE)--Pacific Retail Capital Partners (“PRCP”), one of the nation's leading retail real estate development, investment, management and advisory firms focused on evolving retail-led real estate, is proud to announce that two of its executives – Annmarie Plenge, Chief Creative Officer, and Cindy Czech, Executive Vice President of Local Leasing and Business Development – were selected as 2026 Women of Influence winners by GlobeSt., a premier trade publication for the commer

KKR Appoints Lauren Goodwin as Chief Investment Strategist for Global Wealth

Lastest from Businesswire - Tue, 04/28/2026 - 08:20
NEW YORK--(BUSINESS WIRE)--Global investment firm KKR today announced the appointment of Lauren Goodwin as Managing Director and Chief Investment Strategist for the firm’s Global Wealth Solutions business. Ms. Goodwin, an experienced economist and portfolio strategist, will lead efforts to develop new practical tools for financial advisors and adapt KKR’s differentiated market insights for wirehouses, RIAs, private banks, and independent broker-dealers. “We are delighted to welcome Lauren to KK

Pages