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Bredin State of SMB: Economic Uncertainty Reshapes How Small Businesses Invest and Grow
CAMBRIDGE, Mass.--(BUSINESS WIRE)--New Bredin research shows how SMBs are navigating inflation, investing in AI and technology, and pursuing growth amid economic uncertainty.
Parafin Closes $300 Million Forward-Flow Deal with NY-Based Alternative Asset Manager
SAN FRANCISCO--(BUSINESS WIRE)--Parafin, the leading embedded financial infrastructure company, today announced a new forward-flow agreement backed by a top New York-based alternative asset manager. Under this forward-flow agreement, up to $300 million of loans would be originated through Parafin's platform and purchased into a rated vehicle.Building on recently announced partnerships with Goldman Sachs and EverBank, along with renewed commitment from First Citizens, this agreement expands Paraf
OneSource Virtual Launches Federally Chartered Trust Bank
DALLAS--(BUSINESS WIRE)--OneSource Virtual (OSV), a leading provider of HR and payments services for the Workday ecosystem, today announced the launch of OneSource Virtual Trust Bank, N.A. (OSVTB), a federally chartered national trust bank regulated by the Office of the Comptroller of the Currency (OCC). The charter, which took effect July 1, 2026, capped a multi-year effort to build a dedicated banking entity for the funds OSV holds and manages on behalf of its customers. The move comes as reg
Tema Photonics & Optical ETF (LAZR) Adds Anthropic as Top Holding
NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced that the Tema Photonics & Optical ETF (LAZR) has acquired exposure to Anthropic. Shareholders gain pre-IPO access via an SPV to an AI pioneer and one of the world’s most consequential companies. As of the date of this release, Anthropic represented 12.06% of LAZR’s net assets, and Tema intends to maintain the company as a top holding in the fund. Holdi
True Launches Data-Powered Real Estate & PropTech Practice to Help Clients Win Leadership Talent
PHILADELPHIA--(BUSINESS WIRE)-- #ExecutiveSearch--True launches its Real Estate & PropTech Practice, led by Grant Beighley, connecting executive search across tech platforms and real estate.
Knox Lane Completes Acquisition of Cross Country Healthcare
SAN FRANCISCO & BOCA RATON, Fla.--(BUSINESS WIRE)--Knox Lane has completed its acquisition of Cross Country Healthcare and appointed Joel Tremblay CEO.
Orion Rockets Past $6 Trillion in Assets and Sets the AI-Native Standard for Wealth Management
OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced it has surpassed $6.6 trillion in assets under administration — up 29% since crossing $5 trillion one year ago. Adoption of Orion’s AI-native ecosystem continues to accelerate: the firm now supports over 8.6 million technology accounts and has nearly doubled its wealth management assets year over year to $211 billion. Alongside these milestones, Orion is expanding Denali into three options – each helping firms accelerate advice, expand advisor
Phenom Voice Screening Agent Earns 2026 CODiE Award for Best Productivity / Workflow Solution
PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--Phenom Voice Screening Agent Earns 2026 CODiE Award for Best Productivity / Workflow Solution
Destra Capital Announces Strategic Partnership with RBC Global Asset Management (U.S.) Inc. to Expand Alternative Investment Solutions
BOZEMAN, Mont.--(BUSINESS WIRE)-- #creditInvesting--Destra Capital (Destra) today announced a strategic partnership with RBC Global Asset Management (U.S.) Inc. (RBC GAM-U.S.) to market and distribute the new RBC BlueBay Enhanced Income Fund. This collaboration combines RBC GAM-U.S.’s global investment experience with Destra’s specialized distribution capabilities, enabling both firms to deliver differentiated alternative investment solutions to intermediary investors. This partnership leverages RBC GAM-U.S.’s st
Capstone Outperforms U.S. and Canadian Building Products Markets in First Half of 2026
NEW YORK--(BUSINESS WIRE)--Capstone Holding Corp. (NASDAQ: CAPS), a national, technology-enabled building products distribution platform, today announced strong commercial performance across its North American business. Based on management’s assessment of available market data, the Company believes it outperformed broader building products markets and gained market share in both the United States and Canada in the first half of 2026. Capstone’s ability to deliver North American sales growth dur
Tyndall Federal Credit Union Named Florida’s #1 Credit Union by Forbes
PANAMA CITY, Fla.--(BUSINESS WIRE)--Tyndall Federal Credit Union has been recognized by Forbes as the #1 Credit Union in Florida on its 2026 America’s Best-In-State Credit Unions list, a distinction that reflects the trust and confidence members place in Tyndall and the credit union’s commitment to delivering exceptional financial services. Presented by Forbes in partnership with Statista, the annual ranking is based on an independent survey of thousands of consumers and publicly available revi
Sunwave Names Corey Hansen Chief Executive Officer and Launches Crest, Its Customer Advisory Board
DELRAY BEACH, Fla.--(BUSINESS WIRE)-- #AIinHealthcare--Sunwave announced the appointment of Corey Hansen as CEO and the launch of Crest, the company’s customer advisory board.
Invested as One: Northern Trust Grants Employees Company Stock
CHICAGO--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announced Invested as One, a new employee ownership initiative under which eligible employees working at the company as of June 30, 2026, will receive up to 10 shares of Northern Trust common stock.Through Invested as One, Northern Trust is expanding ownership across its workforce and providing employees with a direct stake in the company's future performance. The initiative recognizes employees’ contributions, reinforces their role i
RFG Advisory Surpasses $1.5 Billion in Recruited Client Assets During Record First Half of 2026
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #RFGAdvisory--RFG Advisory ("RFG"), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their businesses without compromise, today announced it has surpassed $1.5 billion in recruited client assets during the first half of 2026, marking the strongest recruiting period in firm history.The milestone was reached with the addition of Brian LaHue, CFP® and Sweet Life Financial Planning (“Sweet Life”), an Indiana-based advisory
Maxio Launches Native Entitlements, Making Access Part of the Subscription Record for B2B SaaS and AI
ATLANTA--(BUSINESS WIRE)--Maxio, the leading platform for billing automation and revenue management, announced the release of Entitlements.
Thryv to Release Second Quarter 2026 Financial Results on Tuesday, August 4
DALLAS--(BUSINESS WIRE)--Thryv (Nasdaq: THRY) to release its second quarter 2026 financial results on Tuesday, August 4.
RecVue Launches First AI Native Agentic Revenue Operating System
PALO ALTO, Calif.--(BUSINESS WIRE)-- #AI--New agentic architecture for RecVue RevOS runs enterprise revenue across the order-to-cash lifecycle and surfaces cross-system intelligence
Otter.ai Introduces Live Assist: The First Live Coaching Agent for Every Call
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Otter.ai today announced the launch of Live Assist, the first real-time AI coaching agent that joins any call and delivers glanceable, in-the-moment guidance to meeting go-ers as a conversation unfolds. Live Assist is available today on Otter Enterprise and works over any call platform including Zoom, Google Meet, and Microsoft, or via Otter desktop app.People forget key questions, miss important cues, and run every call a little differently. Live Assist f
DreamHost Brings Video Generation and Advanced Design to Remixer
LOS ANGELES--(BUSINESS WIRE)-- #AIWebsiteBuilder--DreamHost's AI website and app builder can now generate video alongside an upgraded image generation engine and a new customer-driven design system.
Kraft Heinz and The Walt Disney Company Announce Landmark Alliance, Uniting the Iconic Companies Across Food, Media and Experiences
CHICAGO--(BUSINESS WIRE)--Today, the Kraft Heinz Company and The Walt Disney Company announced a landmark, long-term multi-year strategic alliance, bringing together two of the world’s most iconic companies. The enterprise-wide alliance spans foodservice, media, events and more—creating a platform for innovation and storytelling that reaches families wherever they engage with Disney and Kraft Heinz brands both in parks and cruises, and at home. The alliance will show up across Disney’s North Am
