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Study Reveals Financial Planning Profession Aligns With What Women Want in a Career

Mon, 10/06/2025 - 12:46
WASHINGTON--(BUSINESS WIRE)--The financial planning profession offers exactly the qualities many women college students and career changers are seeking, according to CFP Board’s latest research report Advancing Women in Financial Planning. The chance to help people achieve their goals is a key draw, with 76% of women college students and 69% of women career changers finding the relationship aspect of financial planning especially appealing. “Financial planning is a people-first profession,” sai

NPLA Appoints Eric Abramovich, Co-Founder of Roc360, as Chairman of the NPLA Advisory Council

Mon, 10/06/2025 - 12:46
MARLBORO, N.J.--(BUSINESS WIRE)--The National Private Lenders Association (NPLA) announced today that Eric Abramovich, Co-Founder and Chief Revenue Officer of Roc360 (parent of Roc Capital), has been selected Chairman of the NPLA Advisory Council. Abramovich has served on the Advisory Council for four years and is widely recognized as a leading voice on sector-defining priorities, including the advancement of best practices, the development of valuation standards, and the broader institutionali

Top Government Lawyers Chart New Path in Private Practice at Scale LLP

Mon, 10/06/2025 - 12:46
SAN FRANCISCO--(BUSINESS WIRE)--Senior federal lawyers who once defaulted to big law firms are increasingly choosing to continue their careers on a different path, highlighting a broader shift in how top government talent is approaching private practice. Over the past five months, four attorneys with government service backgrounds have joined Scale LLP, a national, distributed firm. Attorneys Katie Sweeten, Peter Lallas, and Tara Marcus have joined the growing firm, bringing its bench to 12 att

Cascadia Capital Appoints Jonathan Cantwell as Head of Technology Investment Banking

Mon, 10/06/2025 - 12:46
SAN FRANCISCO--(BUSINESS WIRE)--Jonathan Cantwell has joined Cascadia as Head of Tech Investment Banking, signaling expansion of tech practice and launch of a Silicon Valley office.

Cadogan Tate Acquires ‘Trefethen & Co Bader & Olson’ to Deliver Unified Solutions Across Art, Furniture & Interiors in the US Pacific Northwest

Mon, 10/06/2025 - 12:46
LONDON--(BUSINESS WIRE)--Cadogan Tate, a premier specialist in high-value storage and logistics for interiors and art handling, is pleased to announce its acquisition of Trefethen & Co Bader & Olson (“Trefethen & Co”), a Seattle-based firm specialising in furniture receiving, warehousing, delivery and installation. With Trefethen’s headquarters in Seattle, Washington, the company brings a strong foothold in the U.S. Pacific Northwest. This is Cadogan Tate’s seventh acquisition since

OpenArc Foundation Announces Inaugural $106,360 Donation to St. Jude Children’s Research Hospital

Mon, 10/06/2025 - 12:46
ATLANTA--(BUSINESS WIRE)--OpenArc Corporate Advisory today announced the first major contribution from its newly established charitable arm, the OpenArc Foundation. The foundation donated $100,000 to St. Jude Children’s Research Hospital, with an additional $6,360 contributed by OpenArc team members, bringing the total donation to $106,360. The partnership with St. Jude is deeply personal for the OpenArc community. Emily Fletcher, Managing Partner, Chief Operating Officer at OpenArc, is the mot

Synovus to present at BancAnalysts Association of Boston Conference

Mon, 10/06/2025 - 12:46
COLUMBUS, Ga.--(BUSINESS WIRE)--Synovus Financial Corp. will participate in joint fireside chat with Pinnacle Financial Partners at the BancAnalysts Association of Boston Conference.

Announcing our NFSG 360 Mobile App for Advisors and Their Clients, Available Now on iOS and Android

Mon, 10/06/2025 - 09:45
BOCA RATON, Fla.--(BUSINESS WIRE)-- #AdvisorPlatform--NFSG 360 mobile app delivers sophisticated wealth management technology to independent advisors and clients nationwide on iOS and Android platform.

Ryan Expands Reach with Acquisition of European VAT Desk in Belgium

Mon, 10/06/2025 - 09:45
DALLAS & BRUSSELS--(BUSINESS WIRE)--Ryan, a leading global tax services and software provider, has announced the acquisition of European VAT Desk, a Belgium-based tax consultancy firm recognized for its deep expertise in European value-added tax (VAT) consultancy and compliance for cross-border businesses. Founded in 2006 by Alain Soriano and Bernard Ickowicz, European VAT Desk has built a reputation as a trusted advisor in the tax space, with a personalized, end-to-end approach to VAT complian

Moritt Hock & Hamroff Launches Business Divorce Practice Group

Mon, 10/06/2025 - 09:45
NEW YORK--(BUSINESS WIRE)--Moritt Hock & Hamroff, a New York-headquartered commercial law firm, is pleased to announce the formation of the firm’s Business Divorce Practice Group. Chaired by litigation partner Stephen J. Ginsberg, the group is comprised of a team of highly experienced attorneys focused on resolving complex disputes between co-owners of closely held businesses. The launch of this practice group coincides with significant technological advancements that have increased corpora

BGC Group Announces Acquisition of Macro Hive to Expand Agency Business

Mon, 10/06/2025 - 09:45
NEW YORK--(BUSINESS WIRE)--BGC Group, Inc. (Nasdaq: BGC), a leading global brokerage and financial technology company, today announced the acquisition of Macro Hive Limited (“Macro Hive”), a leading provider of global macro market analytics and strategy. The acquisition of Macro Hive expands BGC’s growing agency business by integrating Macro Hive’s AI-driven technology across the Rates and FX markets with BGC’s global broking and execution platform. Macro Hive’s co-founders, CEO Bilal Hafeez an

ZoomInfo Copilot Workspace: Complete Book of Business in One Workspace With AI Agent Execution, Puts Time and Focus Back on Customer

Mon, 10/06/2025 - 09:45
VANCOUVER, Wash.--(BUSINESS WIRE)-- #Customer--ZoomInfo (NASDAQ: GTM), the Go-To-Market (GTM) Intelligence Platform, today announced the launch of ZoomInfo Copilot Workspace, an AI-powered execution engine that transforms how revenue teams implement GTM strategies. Copilot Workplace shifts sales, account management and customer success teams from reactive to proactive, allowing sellers to manage their entire workflow from one unified workspace. Failure to execute on GTM strategies is a massive drag on the

Caird Investments Launches as Investment Adviser Focused on Regulated Financial Institutions and Lower-Middle Market Lending

Mon, 10/06/2025 - 09:45
DALLAS--(BUSINESS WIRE)--Caird Investment Partners, LLC (“Caird” or “Caird Investments”) is announcing its launch as an SEC Registered Investment Adviser with approximately $450 million in assets under management. The firm provides specialized asset management and strategic advisory services to regulated financial institutions alongside a growing lower-middle market lending platform. The team has decades of combined experience working in both capital markets and regulated banks, with a deep und

Pinnacle CEO Terry Turner and Synovus CEO Kevin Blair to Hold Fireside Chat at BancAnalysts Association of Boston Conference

Mon, 10/06/2025 - 09:45
NASHVILLE, Tenn.--(BUSINESS WIRE)--Pinnacle Financial Partners (Nasdaq/NGS: PNFP) CEO Terry Turner and Synovus Financial CEO Kevin Blair will participate in a joint fireside chat at the BancAnalysts Association of Boston Conference in Boston on Thursday, November 6, 2025, at 2:15 p.m. ET. They are expected to discuss the pending merger between Pinnacle and Synovus. A webcast of this event will be available on Pinnacle's investor relations website at investors.pnfp.com. For those unable to view

Willdan Continues Expansion of Energy Efficiency in MA with National Grid Small Business Program

Mon, 10/06/2025 - 09:45
ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (NASDAQ: WLDN) announced today that it has been selected by National Grid to deliver energy efficiency services to small businesses across Massachusetts. Under this two-year agreement, Willdan will implement a small business direct install program for urban and suburban counties in Eastern Massachusetts. The agreement marks Willdan’s entry into National Grid’s Massachusetts market and expands its footprint in the Northeast. “This program pro

Summit Financial Urges Advisors to Prioritize Partner Alignment as More Investors Pursue RIA Minority Purchases

Mon, 10/06/2025 - 09:45
PARSIPPANY, N.J.--(BUSINESS WIRE)--As a wave of private equity investors floods the wealth management space pursuing acquisitions, Summit Financial, a $23 billion wealth management firm dedicated to empowering RIA growth, says advisors considering selling a minority stake to unlock growth must take care to find a buyer that shares their long-term goals and values. Amid a sweeping wave of mergers and acquisitions, minority purchases are increasingly popular among independent advisors. Echelon Pa

Piper Sandler Expands Technology Investment Banking Team with the Additions of Eric Matthews and Keith Schellhorn

Mon, 10/06/2025 - 09:45
MINNEAPOLIS--(BUSINESS WIRE)--Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the additions of Eric Matthews and Keith Schellhorn as managing directors to its technology investment banking team. “We are excited to welcome Eric and Keith to the Piper Sandler platform. They are proven leaders with deep client relationships and strong track records of execution. Their expertise further strengthens our ability to deliver best-in-class advice and solutions to

Greenidge Generation Announces Commencement of Cash Tender Offer and Exchange Offer for Senior Notes Due 2026

Mon, 10/06/2025 - 09:45
PITTSFORD, N.Y.--(BUSINESS WIRE)--Greenidge Generation Holdings Inc. (Nasdaq: GREE) (“Greenidge” or the “Company”), a vertically integrated cryptocurrency datacenter and power generation company, today announced the commencement of two separate concurrent offers (collectively, the “Tender/Exchange Offer” or the “Offer”) to exchange or to purchase, at the election of each holder, its outstanding 8.50% Senior Notes due 2026 (the “Old Notes”), which trade on the Nasdaq Global Select Market (“Nasda

ALT5 Sigma Treasury Strategy Strengthened by Accelerating $WLFI Adoption Driven by Robinhood Launch and Potential Apple Pay Integration with USD1

Mon, 10/06/2025 - 09:45
LAS VEGAS--(BUSINESS WIRE)--ALT5 Sigma Corporation (the "Company," "our" or "ALT5") (NASDAQ: ALTS) (FRA:5AR1), the $WLFI digital asset treasury company, today highlighted recent advancements in the $WLFI ecosystem that the Company believes will substantially strengthen the $WLFI token, the asset on which the Company’s digital asset treasury strategy is based – the launch of $WLFI on Robinhood, and World Liberty Financial’s planned introduction of a WLFI-branded debit card, which would allow USD

Clearwater Analytics Implemented by T. Rowe Price to Modernize Stable Value Operations

Mon, 10/06/2025 - 09:45
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) today announced that T. Rowe Price Associates, Inc. has successfully implemented the CWAN platform to support its stable value operations, delivering advanced capabilities. Many asset managers in this market still rely on manual processes and legacy systems, creating fundamental industry challenges. T. Rowe Price’s deployment has helped improve productivity while decreasing risks. With CWA

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