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AM Best to Lead Session at Reinsurance Association of America’s Re Underwriting 2026
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best will deliver a presentation at the Reinsurance Association of America’s (RAA) “Re Underwriting 2026: The Art and Science of Reinsurance Underwriting – Fundamentals and Current Issues,” event, which will take place March 12-13, 2026, in Hamilton, Bermuda. AM Best Senior Financial Analyst Guilherme Monteiro Simoes will lead a session, titled, “Financial Analysis: Evaluating Balance Sheet Strength and Counterparty Risk,” during which he will discuss how rati
Northlane Capital Partners Announces Investment in File & ServeXpress
IRVING, Texas--(BUSINESS WIRE)--Northlane Capital Partners (“NCP”) announced today that it has completed an investment in File & ServeXpress (“FSX” or the “Company”), a leading provider of online document exchange, data and document management, and notifications, serving courts, government agencies, and legal professionals across the United States. NCP invested alongside the FSX management team, led by CEO Tammy Carter, underscoring a shared vision for the Company’s future. FSX provides a c
CrossCountry Consulting Acquires CNM, Expanding West Coast Presence
MCLEAN, Va.--(BUSINESS WIRE)--CrossCountry Consulting, a leading business advisory firm, today announced its acquisition of CNM LLP, an OCFO advisory firm headquartered in LA.
Andersen Consulting Broadens Platform with Reach Consulting
SAN FRANCISCO--(BUSINESS WIRE)-- #AndersenConsulting--Andersen Consulting expands its platform in the Middle East through a Collaboration Agreement with Reach Consulting.
BridgePeak Energy Capital Announces Record 2025 Results, Closing Over $1.7 Billion in Loans
CHARLESTON, S.C.--(BUSINESS WIRE)--BridgePeak Energy Capital (“BridgePeak”), a leading provider of commercial loan origination, servicing, and portfolio management solutions for regulated financial institutions and private credit funds, today announced record 2025 results. The company closed and funded over $1.73 billion across 129 energy loans, spanning development, construction, and permanent financing facilities on behalf of its lender clients—marking the most successful year of originations
Morningstar Sustainalytics: Institutional Investors Signal Rising Demand for ESG Data Integration Amid Market Maturity
LONDON--(BUSINESS WIRE)--Morningstar Sustainalytics, part of Morningstar, Inc. (Nasdaq: MORN), a leading global provider of ESG data, research, and ratings, today released findings from its inaugural State of ESG Data Survey, revealing a financial industry increasingly dependent on actionable sustainability information. Morningstar Sustainalytics clients surveyed cited ongoing challenges around data quality and coverage, increased demand for regulatory-aligned insights and a shift toward forwar
Enterprise Connect 2026 Announces Expo Hall Highlights Featuring Industry Leaders in AI Innovation, Cloud and Enterprise Communications
LAS VEGAS--(BUSINESS WIRE)-- #EnterpriseConnect--Enterprise Connect, the leading conference and exhibition for enterprise communications and customer experience (CX), will feature hundreds of cutting edge products and services in the Expo Hall. Enterprise Connect 2026, taking place March 10–12 at Caesars Forum in Las Vegas, features an Expo Hall that will bring together technology providers from around the globe, including industry-shaping leaders and announcements from Amazon Connect, RingCentral, Zoom and Dialpad
Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney Chris Nason as Head of Private Wealth
PHOENIX--(BUSINESS WIRE)-- #EstatePlanning--Wealth.com, the industry’s leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as head of private wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a partner in the firm’s San Francisco office, advising ultra-high-net-worth (UHNW) families and international clients on complex estate and tax planning matters. In this role, Nason will lead the cont
Angeles Family Office Appoints Kate Flume as Senior Managing Director, Expands Dallas Presence
SANTA MONICA, Calif.--(BUSINESS WIRE)--Angeles Family Office (“AFO”), the family office affiliate of Angeles Wealth Management (“Angeles Wealth”) designed to serve families with complex, large-scale wealth, today announced the appointment of Kate Flume as Senior Managing Director. Based in Dallas, Flume joins AFO as the firm continues to expand its team of specialists dedicated to serving families of exceptional means. Her appointment coincides with Angeles Investments’ continued expansion in T
RFG Advisory Welcomes Black Oak Asset Management with Over $200M in Client Assets
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #AssetManagement--RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced the addition of Black Oak Asset Management (“Black Oak”), an established independent advisory firm based in Alpharetta, Georgia managing more than $200 million in client assets. Led by Ryan Ledden, CFP®, RICP®, the firm serves clients across the Southeast. This affiliation is grounded
TNS Strengthens Financial Markets Leadership Across Asia Pacific
RESTON, Va.--(BUSINESS WIRE)-- #colocation--Transaction Network Services has appointed Levent Mehmet as Managing Director, Asia Pacific, for its Financial Markets business.
Impartner Announces Multiply ImpartnerCon 2026 Speakers and Sponsors for Flagship San Diego Event, Followed by Chicago and London
SALT LAKE CITY--(BUSINESS WIRE)-- #Impartner--Impartner, the world’s leading partner revenue orchestration platform, today announced the featured speakers and agenda highlights for Multiply ImpartnerCon 2026, with U.S. events taking place in San Diego April 7-9 and Chicago May 5-7. The events are designed for senior partnership, channel, alliance, and ecosystem leaders who are actively building, operating, and scaling partner programs to drive measurable revenue impact. Multiply ImpartnerCon is built around
Carta Launches CRM with Acquisition of ListAlpha
SAN FRANCISCO--(BUSINESS WIRE)--Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship intelligence platform. The acquisition marks the launch of Carta CRM, a major expansion of the Carta ERP that further unifies front-to-back office workflows for the private markets. Private equity and venture capital firms have long operated in a fragmented way, keeping relationship context in siloed CRMs while f
Aderant Appoints Industry Veteran Aisling Fenelon as Chief Revenue Officer
ATLANTA--(BUSINESS WIRE)-- #Aderant--Aderant, a leading global provider of business-of-law solutions, today announced the appointment of Aisling Fenelon as Chief Revenue Officer (CRO).
Purchasing Power Successfully Closes $225 Million Asset‑Backed Securities Transaction
ATLANTA--(BUSINESS WIRE)--Purchasing Power, a subsidiary of PROG Holdings, Inc. (NYSE: PRG) and leading voluntary employee benefit program provider which allows employees to purchase products and services through automatic payroll deductions, today announced the successful closing of its latest asset‑backed securities (ABS) transaction. The $225 million issuance of notes, which achieved an over 180 basis-point reduction in the weighted average coupon rate as compared to the 2024 ABS transaction
Built for Change: Enterprise Agility Isn’t Optional Anymore
PHILADELPHIA--(BUSINESS WIRE)--PMI Agile Alliance today released the Manifesto for Enterprise Agility, a leadership guide for organizations facing frequent disruption and rising pressure to reinvent. PMI global C-suite research shows that reinvention is the norm: 93% of senior executives say they must rethink and challenge assumptions of their operating models or business approaches at least every five years, and nearly 65% say they are doing so every two years or faster. The challenge is not r
Polen Capital Files to Launch Growth Opportunities ETF and Section 351 Exchange for Eligible Investors
BOCA RATON, Fla.--(BUSINESS WIRE)--Polen Capital announced today it has filed an initial registration statement with the Securities Exchange Commission to launch the Polen 5Perspectives Growth Opportunities ETF, an actively managed ETF designed to provide investors with access to Polen Capital's Growth Opportunities investment strategy. In advance of the Fund’s launch, Polen Capital expects to offer a one-time opportunity for eligible investors to contribute securities in exchange for shares of
Wolters Kluwer New Global ‘Future Ready CFO Report’ Finds CFOs Have Stepped Into the Role of Orchestrator
NEW YORK--(BUSINESS WIRE)--A new global survey from Wolters Kluwer Corporate Performance and ESG (CP & ESG) reveals that the office of the CFO has moved beyond digital transformation readiness and into an operating reality defined by technology, risk, and strategic accountability. The findings highlight CFOs as cross‑functional orchestrators, coordinating strategy, risk, and technology across the C‑suite to deliver measurable business impact. In addition to traditional finance leadership ta
Nicholas Wealth Adds Income-Focused Nuclear and Defense ETFs to Suite
ATLANTA--(BUSINESS WIRE)---- $NUKX--XFUNDS by Nicholas Wealth, a leading provider of actively-managed income ETFs, today adds the Nicholas Nuclear Income ETF (NYSE Arca: NUKX) and the Nicholas Defense and Rare Earth Income ETF (NYSE Arca: WEPN) to its income-focused ETF suite. Both funds are designed to provide investors with exposure to sectors that play increasingly central roles in global security, energy stability, and technological competitiveness. NUKX focuses on the nuclear energy ecosystem, while
Majesco L&AH Intelligent Core Suite Earns XCelent Recognition for Advanced Technology in Celent’s 2025 North American Group/Voluntary Life PAS Report
MORRISTOWN, N.J.--(BUSINESS WIRE)--Majesco, the insurance industry’s foremost innovator in cloud-native, AI-native software, today announced that Majesco L&AH Intelligent Core Suite has received an XCelent recognition for Advanced Technology in Celent’s report “2025 Policy Administration System: Life Insurance; North American Group/Voluntary Edition.” Celent’s report evaluates policy administration systems available to North American life insurers and profiles 21 PAS solutions, including Ma
