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NEW YORK--(BUSINESS WIRE)--Bartko LLP and Pavia & Harcourt LLP combine to create a national firm with an international reach and business-centric approach, focused on their clients’ goals and long-term success. Bartko, a leader in complex litigation, and Pavia & Harcourt, an international corporate boutique, have merged to create the national firm of Bartko Pavia LLP. With offices strategically located in San Francisco, Los Angeles, and New York, the new firm combines the firepower of a

NEW YORK--(BUSINESS WIRE)-- #form5330--Wolters Kluwer has introduced powerful new functionality that allows businesses to electronically file Form 5330 with the Internal Revenue Service (IRS) directly from employee benefit and pension software ftwilliam.com. Users are now able to efficiently prepare, submit, and track their Form 5330 filings through a familiar and easy-to-use interface. Rocco Impreveduto, VP of Regulatory & Compliance Solutions at Wolters Kluwer Legal & Regulatory U.S., said: "With

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced the release of the 2025 Retail Banking Trends and Priorities report, authored by Jim Marous and published by Digital Banking Report. This report details the most important retail banking trends and priorities, providing a roadmap for financial institutions as they navigate the evolving landscape. The Digital Banking Report commissioned a s

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr have received the title of Managing Director – Wealth Management. This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service. Peter and Mike have over 60 years of combined experience working in financial services. Together, alongside Private Wealth Advisor Scott Zelniker, th

BEAVERTON, Ore.--(BUSINESS WIRE)--DAT Freight & Analytics today announced the appointment of Jana Galbraith as Chief People Officer (CPO). Galbraith will lead DAT’s people strategy, talent development, and organizational culture initiatives, ensuring the company attracts, retains, and empowers top talent to further drive innovation and growth. “Jana is a dynamic and strategic leader with a proven track record of building strong, high-performing teams and fostering cultures that enable peopl

ARLINGTON, Va.--(BUSINESS WIRE)--Trifecta Collective LLC, owned and backed by GreyLion, a leading private equity firm focused on high-growth businesses today announced that it has acquired the Canadian Concrete Expo (CCE). CCE is the leading event in Canada serving the concrete, construction and aggregates industries. The 7th annual event was recently held February 12-13, 2025, at the International Centre in Toronto and featured over 350 exhibiting companies, over 7,000 attendees and more than

MEMPHIS, Tenn.--(BUSINESS WIRE)--SRM (Strategic Resource Management), an independent advisory firm serving clients across North America and Europe, announced that it has hired Pete Duffy to lead its merger advisory engagements with financial institutions. Duffy joins SRM from Piper Sandler, a leading investment bank, where he spent 20 years working with financial institutions on the development and execution of their merger and acquisition strategies. Prior to Piper Sandler, Duffy spent 11 year

RESTON, Va.--(BUSINESS WIRE)--Nacha announced today that Identifee has become a Nacha Preferred Partner for ACH Experience. The Identifee Digital Assistant (IDA) Artificial Intelligence (AI) tool references the latest version of the Nacha Operating Rules and Guidelines. IDA enhances the usability of the Nacha Operating Rules and Guidelines within an AI environment. Supplying an improved experience by providing answers to the Nacha Rules questions in seconds, users can garner a greater understan

AUSTIN, Texas--(BUSINESS WIRE)--Palladius Capital Management (“Palladius”), a vertically-integrated real estate investment manager with both debt and equity investment strategies, is pleased to announce that it has been named “Small-Ticket Lender of the Year” in the 2024 PERE Credit Awards. “It is an honor to be recognized by PERE Credit for the innovative financing solutions we provide to meet the specific needs of borrowers,” said Nitin Chexal, CEO of Palladius Capital Management. “Since laun

MILWAUKEE--(BUSINESS WIRE)--Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology, has published the Fiserv Small Business Index for February 2025, with the seasonally adjusted Index holding steady at 147, unchanged from January. While total spending growth was nearly flat compared to January, sector-level trends showed consumers shifting more spend to retailers and restaurants in February and spending less at service-based businesses. “Consumer spendi

RESTON, Va.--(BUSINESS WIRE)--Comstock Holding Companies, Inc. (Nasdaq: CHCI) (“Comstock”), a leading asset manager, developer, and operator of mixed-use and transit-oriented properties in the Washington, D.C. region, announced today that the Tragedy Assistance Program for Survivors (“TAPS”) has signed a lease for 10,800 square feet of office space at The Hartford, located at 3101 Wilson Boulevard in Arlington, Virginia. TAPS is a national non-profit organization dedicated to providing compassi

FEASTERVILLE, Pa.--(BUSINESS WIRE)--Joe Hand Promotions, the global leader in live sports viewing for the commercial market, which includes bars, restaurants, and casinos, and All Elite Wrestling (AEW), today announced a multi-year agreement for Joe Hand Promotions to exclusively distribute AEW’s Pay-Per-View (PPV) events in the United States, Canada, and Puerto Rico. This extension builds upon the long-term commercial distribution rights partnership that began in 2019. The partnership offers c

NEW YORK--(BUSINESS WIRE)--Leading global professional services firm Alvarez & Marsal (A&M) announces the appointment of Jay Frankl as a Managing Director to lead the firm’s newly established Shareholder Activism and Contested M&A practice within its Disputes and Investigations (DI) group. The new practice underscores A&M’s commitment to help clients improve and defend asset value, along with enhancing governance, by providing strategic advisory services for activism defense, pr

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to three classes of notes (the Series 2025-1/2 Notes) from Centersquare Issuer LLC and Centersquare Co-Issuer LLC Series 2025-1 and Series 2025-2 (Series 2025-1/2), a colocation data center ABS transaction. The transaction represents the second ABS issuance issued by Centersquare Issuer LLC and Centersquare Co Issuer LLC (the Co-Issuers). KBRA’s rating analysis incorporates all prior debt issuance of the Co-Issuers. KBRA anticipates af

MCLEAN, Va. & BEDFORD, Mass.--(BUSINESS WIRE)-- #HR--MITRE named April Castañeda Senior Vice President and Chief Human Resources Officer (CHRO). A career veteran of leading people and culture at national labs and universities, Castañeda brings more than two decades of experience and leadership in human resource strategy design, communication, and execution. “April has consistently created high-performance teams, and she will undoubtedly bring that leadership and expertise to MITRE in service to our s

LAKE FOREST, Ill.--(BUSINESS WIRE)--The Board of Directors of national employee benefits provider Trustmark Mutual Holding Company (Trustmark) has named John Anderson President & CEO, completing the previously announced leadership transition. Anderson succeeds Kevin Slawin, who has retired after more than six years as Trustmark CEO. Slawin will continue to serve on Trustmark’s Board. The announcement was made by Trustmark Board Chairman David Weick. “This has been a seamless transition,” sa

NEW YORK--(BUSINESS WIRE)--Basis Investment Group, LLC, (Basis), a national commercial real estate debt and equity investment platform founded by CEO Tammy K. Jones, has announced the formation of BIG Lion, a new partnership with Lion Creek Real Estate Capital (Lion Creek). In this newly formed strategic alliance, Lion Creek will originate commercial real estate debt and equity investments for Basis across the firm’s diversified lending and investment strategies. “We’re proud to announce this s

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced a partnership with Greenlight® Financial Technology, Inc. (“Greenlight”), the leading family fintech company, to provide an innovative banking* solution for kids, teens, and families. Starting today, WSFS Bank clients will have complimentary access to Greenlight’s award-winning family finance app, giving more kids and teens hands-on financial experience that helps c

AUSTIN, Texas--(BUSINESS WIRE)--Curative Health Insurance Company’s financial strength rating affirmed by the global credit rating agency AM Best for the third consecutive year.

SAN FRANCISCO--(BUSINESS WIRE)--SoFi announced today the issuance of $697.6 million in notes secured by a pool of personal loans originated by SoFi Bank, N.A.