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BETHESDA, Md.--(BUSINESS WIRE)--Potomac, a tactical asset manager, is proud to announce a major milestone: crossing $3 billion in combined assets under management and assets under advisory. This achievement reflects the firm’s commitment to putting the right people in the right seats, highlighted by the promotion of Dan Russo, CMT, to Co-Chief Investment Officer. Potomac’s growth has been exponential. In 2019, the firm closed the year with approximately $140 million in assets. Since then, its t

CHICAGO--(BUSINESS WIRE)--Global professional services firm Huron (NASDAQ: HURN) today announced it has acquired the payor consulting services division of AXIOM Systems (AXIOM), a healthcare information technology firm specializing in core administration systems and digital transformation for payors and payor-provider organizations. The acquisition expands Huron’s capabilities in the payor ecosystem. “We are excited to welcome AXIOM’s consulting services team to Huron,” said Mark Hussey, chief

NEW YORK--(BUSINESS WIRE)--Houlihan Lokey launches the Private Credit DataBank, a proprietary platform delivering structured, loan-level insights into private credit.

ROCKVILLE, Md.--(BUSINESS WIRE)--HoloMD, the AI-powered Remote Therapeutic Monitoring (RTM) platform for psychiatry, has completed a $1.6 million first close of its $3 million seed round. The company will host a virtual investor presentation on Tuesday, November 11, at 12:00 p.m. ET, to share progress and next-stage growth plans. Interested investors may RSVP to Dominic Fabrizio at Dominic@HoloMD.ai. Expanding Access and Scaling Dr. Holo The new capital will accelerate the development and expan

BOSTON--(BUSINESS WIRE)-- #CPAAlliance--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) serving more than $23 billion in assets under advisement (AUA), has established its 250th certified public accountant (CPA) partnership through The Integrated CPA Alliance Program (“CPA Alliance”). Founded more than 25 years ago, the CPA Alliance connects CPAs and financial advisors in a collaborative model that helps advisors gain high-quality client referrals whi

BOSTON--(BUSINESS WIRE)-- #boards--NACD New England has elected Kevin McGovern as its new president and added Agnes Bundy Scanlan and Gloria C. Larson to NACDNE's board of directors.

CHARLOTTE, N.C.--(BUSINESS WIRE)-- #AI--Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, today announced the launch of its Buyer Portal, a first-of-its-kind digital hub where acquirers can present their firm to potential sellers through data-rich profiles, videos and interactive insights. The new Portal, powered by Alaris’ proprietary AI-driven platform, marks a major step forward in creating a more transparent, efficient and humanized M&A experienc

PURCHASE, N.Y.--(BUSINESS WIRE)--Mastercard (NYSE: MA) announced its participation in three upcoming investor conferences

DALLAS--(BUSINESS WIRE)--Thryv® Holdings, Inc. (NASDAQ:THRY), provider of the leading small business marketing and sales software platform, has launched a tailored growth marketing solution for home services businesses looking to scale. Using Thryv’s AI-driven automated software, these businesses can market their services to high-intent prospects and accelerate revenue growth. “We work with over 15,000 home services businesses and the majority believe that achieving scale is the best way to com

BURBANK, Calif.--(BUSINESS WIRE)--Zest AI, a leading provider of AI-powered lending solutions, today announced the successful completion of an oversubscribed, customer-led financing round. The investment was led by five of the company's key customers – SchoolsFirst Federal Credit Union, Members 1st Federal Credit Union, ORNL Federal Credit Union, Truliant Federal Credit Union, and Citi, through its investing group Citi Ventures. The financing represents a significant valuation increase from Zes

PALO ALTO, Calif.--(BUSINESS WIRE)--Deepwatch, the leader in Precision MDR powered by AI and humans, today announced Deepwatch NEXA, the industry’s first collaborative Agentic AI ecosystem delivering outcome-focused agents that transform how MDR providers and customers work together. NEXA combines natural language interaction with agentic AI intelligence to deliver real-time visibility, context, and actionable insights across the entire security lifecycle—enabling both MDR providers and custome

PASADENA, Calif.--(BUSINESS WIRE)-- #1031exchange--ExchangeRight has announced that the company has made a bonus distribution to certain investors in the Essential Income REIT’s Class ER shares as a result of their participation in ExchangeRight’s DST fees, representing a distribution of 3.58% on invested capital. This bonus distribution is for Class ER investors that invested between December 1, 2024 and January 31, 2025. Investors prior to December 1, 2024 previously received a similar 3.58% bonus on investe

NEW YORK--(BUSINESS WIRE)--Better.com, the leading AI-powered mortgage lender, today announced that Keith Soura, Vice President of Engineering at Better.com, has been named a 2025 HousingWire Tech Trendsetter. The award recognizes the most impactful technology leaders in the housing industry advancing AI innovation in the mortgage and home equity market to redefine what’s possible across real estate, lending, and fintech. The HousingWire Tech Trendsetters program celebrates executives, product

BOSTON--(BUSINESS WIRE)--Panorama Education, an education technology company that helps students achieve success in school and beyond, today announced the appointment of Chief Marketing Officer Lucy Zarlengo. Lucy will oversee Panorama’s marketing strategy, as the company continues to innovate to meet the evolving needs of students, educators, and families nationwide at a pivotal time for K-12 education. As the company builds on its momentum in AI, strengthens its go-to-market execution, and de

HUNTERSVILLE, N.C.--(BUSINESS WIRE)--Precision Concepts International, LLC (“PCI”) today announced it has acquired Comar. The combination establishes a scaled rigid packaging platform serving diverse consumer and healthcare customers across North America. Headquartered in Huntersville, North Carolina, PCI is a provider of specialty rigid packaging solutions to small and mid-size brand owners in the personal care, household, and food and beverage sectors. Comar is a producer of consumer and heal

WESTLAKE, Texas--(BUSINESS WIRE)-- #ria--Schwab Advisor Services Expands Schwab Advisor ProDirect™ Program, Bringing Membership Benefits to Current Clients

RADNOR, Pa.--(BUSINESS WIRE)--As Long-Term Care Awareness Month begins, new research from Lincoln Financial (NYSE: LNC) highlights a widespread concern among Americans about the cost and impact of long-term care, and an opportunity for financial professionals to further support clients’ financial goals. According to Lincoln’s Consumer Sentiment Tracker, conducted in October 2025, 82% of respondents report feeling concerned about paying for long-term care services for themselves or a family memb

SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo has welcomed JetBlue as the newest airline to join the company’s growing collection of Rewards Points Transfer partners for eligible credit card products. This partnership reflects Wells Fargo’s ongoing commitment to delivering exceptional value to cardholders through enhanced travel experiences. Effective immediately, Wells Fargo credit cardholders can link their JetBlue TrueBlue® account to eligible Wells Fargo credit cards and begin transferring po

BOSTON--(BUSINESS WIRE)-- #HealthcareServices--Outcome Capital, LLC, a highly specialized life sciences and healthcare advisory and investment banking firm, today announced the launch of its Healthcare Services Practice, expanding the firm’s strategic and transactional advisory capabilities to meet the needs of companies operating across the rapidly evolving healthcare services sector. Building on the success of Outcome Capital’s Ophthalmology Practice, the first dedicated investment banking group serving the eye ca

OMAHA, Neb.--(BUSINESS WIRE)--Weitz Investment Management, Inc. (“Weitz”) today announced the launch of the Weitz Multisector Bond ETF (NYSE: WMSB), an actively managed fixed-income strategy designed to provide a high level of current income through flexible exposure across credit sectors, durations, and levels of credit quality. The ETF will begin trading November 5, 2025. The launch expands Weitz’s ETF platform following the Weitz Core Plus Bond ETF (WCPB) introduced earlier this year and bui