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SAN FRANCISCO--(BUSINESS WIRE)-- #agexpansion--Andersen Global continues its regional growth in South Asia with the addition of Andersen in Pakistan.

OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced that Jeff Schwantz has joined the company as Executive Vice President of Wealth Management Sales. In this role, Schwantz will lead Orion’s Wealth Management Sales organization, overseeing strategic growth initiatives that support continued demand as advisory firms look to scale growth, expand capacity, and serve more households efficiently. With increasing advisor adoption across Orion’s connected wealthtech ecosystem, Schwantz will focus on d

NEW YORK--(BUSINESS WIRE)--Lightyear Capital (“Lightyear”), a middle market private equity firm, today announced the final close of Lightyear Fund VI, L.P. at its hard cap of approximately $2.5 billion in capital commitments. Fund VI was significantly oversubscribed, surpassing its initial target of $1.75 billion and is 60% larger than the $1.6 billion raised in Lightyear Fund V, L.P. Fund VI represents the largest and most diversified investor base in Lightyear’s history, including commitments

PHOENIX--(BUSINESS WIRE)-- #AI--Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management. Ester Intelligence initially transformed how advisors interact with estate documents – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that

SAN FRANCISCO--(BUSINESS WIRE)--Visa (NYSE:V), a global leader in digital payments, today announced it has officially launched its validator node on the Tempo network, marking a key milestone in Visa’s continued advancement of blockchain infrastructure leadership and its role in shaping stablecoin payments. The launch underscores Visa’s commitment to running critical blockchain operations in-house and strengthening the foundations of onchain payment innovation. Tempo, the next generation blockc

CHARLOTTESVILLE, Va. & MUNSTER, Ind.--(BUSINESS WIRE)--CPIhealth announces acquisition of Midwest Interventional Spine Specialists and Serenity Surgical Center

SAN FRANCISCO--(BUSINESS WIRE)--Fountain, the AI-native platform, today announced Cue, the first autonomous frontline intelligence to run frontline workforce operations.

SAN FRANCISCO--(BUSINESS WIRE)-- #AI--Today, Zig.ai is introducing new capabilities within its revenue execution platform designed to eliminate manual sales work, replace fragmented tools, and fundamentally change how revenue teams operate. Sales reps are hired to sell, but much of their time is spent on follow-ups, CRM updates, call notes, and next-step coordination. Zig.ai replaces this with AI employees that handle the work automatically inside a single agent so reps can focus on selling. Introduc

SAN FRANCISCO--(BUSINESS WIRE)--MyVest, a leading provider of enterprise wealth management technology, today announced a strategic partnership with bondIT, a global innovator in fixed income technology, to deliver more precise fixed income models and trading. Together, the firms aim to expand access to fixed income markets by streamlining portfolio construction and execution for institutions, wealth management organizations, and their advisors. Through this partnership, MyVest and bondIT will p

NEW YORK--(BUSINESS WIRE)--NYLI CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today announced the availability of the Section 19(a) notice for April 2026. The Fund’s current annualized distribution rate is 9.84% based upon the closing price of $15.25 on April 9, 2026, and 8.71% based upon the Fund’s closing NAV of $17.23 as of the same date. The distribution schedule for the fund can be found here. Data as of 4/30/2026 Source Current Distribution per Share Percent of

SAN RAMON, Calif.--(BUSINESS WIRE)-- #AI--Armanino and DataSnipper team up to deliver advanced AI and agentic capabilities for internal audit and finance teams.

SAN FRANCISCO--(BUSINESS WIRE)--Vida Health has teamed up with ŌURA to deliver a new model of continuous, personalized metabolic care.

NEEDHAM, Mass.--(BUSINESS WIRE)-- #AI--King Financial Network, a New Jersey-based wealth management firm, has adopted Advisor360's AI-native operating system as its strategic platform.

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Invites the Industry to Come Together for National Investing Day

AUSTIN, Texas--(BUSINESS WIRE)--Trustwise, the AI trust management company, today announced the appointment of Gina Carfagno as Chief Revenue Officer. Carfagno brings more than 20 years of experience driving billion-dollar growth and digital transformation for Fortune 500 companies and high-growth technology firms. At Trustwise, she will lead the company’s global sales and marketing organization, go-to-market strategy and revenue growth as enterprises accelerate demand for runtime control of ag

NEW YORK--(BUSINESS WIRE)--Fusion Collective Launches AI Observability Tool

LOS ANGELES--(BUSINESS WIRE)--NeoCurrency, a leading global provider of digital rewards, incentives and payout solutions, is expanding its U.S. cash-like payment options to include Cash App and ACH Deposits in an effort to continue to make rewarding people as simple as possible while also offering as many choices as possible. Cash App is an increasingly popular mobile payment platform with over 50 million monthly users in 2026. With NeoCurrency’s ongoing effort to offer new and relevant payment

NEW YORK--(BUSINESS WIRE)--Seeds, an investing experience platform built for advisor-led firms, today announced it has surpassed $1 billion in assets under management on its platform. The milestone marks a more than 100% AUM increase since the company’s Series A announcement and strategic rebrand last May, a clear sign that advisors are turning to investing platforms that support disciplined portfolio management, operational excellence, and deeper client engagement. Reaching $1 billion in AUM f

SIOUX FALLS, S.D.--(BUSINESS WIRE)--Pathward released its 2025 Impact Report today.

NASHVILLE, Tenn.--(BUSINESS WIRE)--Phelps welcomes corporate partners Jason Brace and Wes Scott to the firm’s rapidly expanding Nashville office. The team connects Phelps’ M&A coverage from Middle to West Tennessee and across the Mid-South, providing end-to-end support for complex, targeted transactions. Brace and Scott’s addition builds on years of strategic growth following Phelps’ 2024 expansion into Tennessee. They join two recent additions, real estate partner Alex Porter and health ca