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Updated: 1 hour 27 min ago

Amplify Launches Integrated Custody Solutions for RIAs

1 hour 27 min ago
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #advisortech--Amplify, the enterprise platform built on an AI-native data lake, announces the launch of Custody Command Layer, integrated with Goldman Sachs Custody

Pandion Announces Strategic Growth Investment from Bregal Sagemount

1 hour 27 min ago
ROCHESTER, N.Y. & NEW YORK--(BUSINESS WIRE)--Pandion Optimization Alliance (“Pandion” or the “Company”), a leading group purchasing organization (“GPO”), today announced a strategic growth investment from Bregal Sagemount (“Sagemount”), a leading growth-focused private equity firm. The investment will support Pandion’s next phase of growth as the Company continues to strengthen member advocacy, expand its purchasing scale, and enhance the services it provides, primarily across the non-acute hea

Morgan Stanley Expansion Capital Makes Growth Investment in Viken Detection

1 hour 27 min ago
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management announced today that funds managed by Morgan Stanley Expansion Capital have made an investment in Viken Detection (Viken or the Company), a leading provider of advanced X-ray imaging and sensing technologies, to support continued growth and innovation. Headquartered in Burlington, Massachusetts, Viken develops innovative handheld X-ray imagers, vehicle scanning systems and material analysis solutions for border security, law enforc

Bretton AI Launches AI-Native Managed Services, Appoints Financial Crimes Veteran Rick Shooman to Lead Offering

1 hour 27 min ago
SAN FRANCISCO--(BUSINESS WIRE)--Bretton AI, the agentic platform for financial back office operations, today announced that Rick Shooman has joined the company to lead Bretton AI Managed Services. The launch comes as banks prepare for proposed AML/CFT reforms from FinCEN and federal banking regulators that would place greater emphasis on program effectiveness, risk-based operations, and the use of modern technologies such as AI in compliance programs. Bretton AI Managed Services gives financial

Rithum Appoints Retail and Digital Transformation Leader, Kim Miller as Chief Marketing Officer and Head of Global Strategy

1 hour 27 min ago
PLANO, Texas--(BUSINESS WIRE)--Rithum appoints retail and digital transformation leader Kim Miller as Chief Marketing Officer and Head of Global Strategy.

Potomac Financial Group Partners with Concurrent to Launch Independent RIA

1 hour 27 min ago
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, announced its partnership with Potomac Financial Group (“Potomac”), supporting the firm's transition to independence through Concurrent's integrated platform and strategic minority investment model. Led by Managing Partner Todd Wike, Potomac Financial Group has served clients for over 40 years and oversees more than $750 million in client assets, providing a

Abrigo Launches Agentic AI Platform

1 hour 27 min ago
RALEIGH, N.C.--(BUSINESS WIRE)-- #AI--Abrigo launched its Agentic Platform Experience (APX), helping financial institutions automate and scale growth and risk work.

Cantor Equity Partners I, Inc. and Bitcoin Standard Treasury Company Provide Update on Proposed Business Combination

1 hour 27 min ago
NEW YORK--(BUSINESS WIRE)--Cantor Equity Partners I, Inc. (Nasdaq: CEPO) ("CEPO"), a special purpose acquisition company sponsored by an affiliate of Cantor Fitzgerald, today announced that CEPO and BSTR Holdings, Inc. ("BSTR") have agreed to work together on and are currently discussing a potential revised structure and amended terms for their previously announced proposed business combination. Such revised structure and amended terms for the proposed business combination are intended to bette

MSIG Europe Selects Clearwater Analytics to Modernize Investment Operations

1 hour 27 min ago
BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics today announced that MSIG Europe, a wholly owned subsidiary of MS&AD Insurance Group, has selected the Clearwater platform to modernize its operating model, unify data across the investment lifecycle, and meet the demands of the European regulatory environment, including Belgian GAAP, IFRS and Solvency II. European insurers are navigating the convergence of tightening regulatory demands, growing al

Korbyt Builds Momentum with Native Canva Integration, Marketing Leadership Appointment and Industry Recognition

1 hour 27 min ago
DALLAS--(BUSINESS WIRE)-- #communications--Korbyt unveils native Canva integration, appoints TJ Waldorf as SVP of Marketing, earns industry awards and partner recognition.

Visa Research: The Great Wealth Transfer Is Already Reshaping How Americans Spend

1 hour 27 min ago
SAN FRANCISCO--(BUSINESS WIRE)--New research from Visa Business and Economic Insights (VBEI) finds that the great wealth transfer is already influencing major financial decisions, from home purchases to travel and long-term saving. The research estimates that approximately $36 trillion will transfer from baby boomers to Gen X and millennial households over the next 20 years. The findings also show that most of this wealth will flow to households that are already financially secure, making the s

6sense Appoints Micki Howl as Chief Revenue Officer and Promotes Krystal Ziegler to General Counsel

1 hour 27 min ago
SAN FRANCISCO--(BUSINESS WIRE)--6sense®, the GTM Intelligence Platform for the agentic era, today announced the appointment of Micki Howl as Chief Revenue Officer and the promotion of Krystal Ziegler to General Counsel. Together, these appointments reflect the company's continued investment in world-class leadership across every dimension of the business as 6sense accelerates its position as the definitive GTM Intelligence Platform for B2B revenue teams. Howl brings significant experience build

Primoris Services Corporation (PRIM) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

1 hour 27 min ago
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith continues its investigation on behalf of Primoris Services Corporation (“Primoris” or the “Company”) (NYSE: PRIM) investors concerning the Company’s possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN PRIMORIS SERVICES CORPORATION (PRIM), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.Contact the Law Offices of Howard G. Smith to discuss your

EquipmentShare.com Inc. (EQPT) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

1 hour 27 min ago
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of EquipmentShare.com Inc. (“EquipmentShare” or the “Company”) (NASDAQ: EQPT) investors concerning the Company’s possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN EQUIPMENTSHARE.COM INC. (EQPT), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your le

Sue Wilchusky Joins Fiduciary Trust International as Chief Administrative Officer

1 hour 27 min ago
NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, welcomes Sue Wilchusky as the firm’s chief administrative officer. In this role, she will help ensure the development and execution of strategic priorities that move forward in a thoughtful and connected way across the organization. Ms. Wilchusky is based in Fiduciary Trust International’s office in Radnor, PA, and reports to Adam Spector, chief executive officer.

Teamily AI Publicly Launches Human+AI Social Platform to Make Building and Growing a Company Easy for Every Team

1 hour 27 min ago
PALO ALTO, Calif.--(BUSINESS WIRE)-- #AIAgents--Teamily AI (https://Teamily.ai), together with its Agentic AI Infra platform TensorOpera AI (https://TensorOpera.ai), today announced the public launch of its Human+AI social platform, a product stack that has already served more than 5 million users around the world. Starting today in Palo Alto and rolling out simultaneously across dozens of countries, this first public launch opens the full stack to everyone with a single mission: to make building and growi

CVC Marathon Leads $175 Million Acquisition Financing to Combine Jack Doheny Companies and Vacuum Truck Rentals

1 hour 27 min ago
NEW YORK--(BUSINESS WIRE)--CVC Marathon, a leading global asset manager specializing in public and private credit markets with $24 billion in assets under management, and a subsidiary of CVC Capital Partners, announced the successful completion for the $175 million acquisition financing, which in addition to new bank financing and financial sponsor equity, funded Jack Doheny Companies’ ("JDC") acquisition of Vacuum Truck Rentals ("VTR"). The combined company, which has been renamed Rentix Solut

Principal® Expands Custody Solutions Program for Regional and Community Banks

1 hour 27 min ago
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today the expansion of its Principal® Custody Solutions Bank Referral Program to help address a common obstacle regional and community banks face when seeking an institutional trust and custody services partner. The complexity and operational demands of custody services often lead regional and community banks to seek a partner. Many turn to large national providers, but some partnerships can introduce overlap

Arch Insurance Expands Employee Benefits Solutions With New Voluntary Group Insurance Products

1 hour 27 min ago
NEW YORK--(BUSINESS WIRE)--Arch Insurance North America (Arch Insurance, Arch) announced the launch of a suite of products designed to enhance employee benefit portfolios for insurance brokers and agents. The Voluntary Insurance Benefits suite provides flexible coverage options that can help employees address out-of-pocket medical expenses, supplement hospitalization costs and travel-related risks. Designed to complement existing medical and benefits programs, the portfolio offers broad protect

Valeon Partners Launches Merchant Bank for the Middle Market

1 hour 27 min ago
DALLAS--(BUSINESS WIRE)--Valeon Partners (“Valeon”) today announced its launch as a premier merchant bank serving family offices, middle market private equity sponsors and founders. In partnership with Leon Capital Group, a diversified holding company for a privately-owned group of entities, and with deep institutional resources, proprietary deal networks and a proven track record of successfully building a diversified portfolio of privately held companies, Valeon’s team of seasoned executives

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