Lastest from Businesswire

MELBOURNE, Fla.--(BUSINESS WIRE)-- #AllinOneFinancialAdvisorTech--Advisors flourish when unencumbered by tech. ROffice provides a one-stop, compliant platform giving advisors resources and their firms peace of mind.

NEW YORK--(BUSINESS WIRE)--Hebbia, the leading AI platform for finance, today announced a partnership with FactSet, a global financial data and analytics provider, through FactSet’s AI Partner Program. The partnership brings FactSet’s trusted market, company, and estimates data directly into the Hebbia platform, giving users a decisive edge in decision-making. FactSet provides investors and business leaders with access to best-in-class financial data, analytics, and content to accelerate and im

CLEVELAND--(BUSINESS WIRE)--Wellspring Financial Advisors has rebranded as Wellspring Family Office, a change that better represents the firm’s holistic approach to serving multigenerational families. Since its founding, Wellspring has provided far more than financial advice, acting as a single point of connection for wealth management, tax planning, investment strategy, family governance, and personal well-being. The new name reflects the breadth of these services and the firm’s dedication to

PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--Phenom Automates Repetitive Recruiter Tasks with LinkedIn CRM Connect Integration

SAN DIEGO, Calif.--(BUSINESS WIRE)--The suit alleges defendants issued false statements concerning Dow business and prospects resulting in its stock trading at inflated prices.

PROVO, Utah--(BUSINESS WIRE)---- $GDOT #BaaS--Stripe to leverage Green Dot's Arc embedded finance platform to offer cash services to its customers

ATLANTA--(BUSINESS WIRE)--NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self-service financial access for financial institutions, retailers and consumers, today announced that it has ranked #5 overall and is the largest ATM company in the 2025 IDC FinTech Rankings. This is up from the company’s #6 ranking in 2024. The annual IDC Fintech Rankings list highlights top global technology providers to financial institutions. The rankings are based on 2024 calendar year revenue

BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #GrowthOpportunity--RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the official launch of StrongHer Money®. StrongHer Money® is a first-of-its-kind, fully integrated growth accelerator program that was created to equip Advisors with the training, resources and supportive community to attract, win, and serve female clients at all life stages. With a few options to engage wi

AUSTIN, Texas--(BUSINESS WIRE)--Fifty-two percent of federally funded nonprofits are experiencing financial instability, according to new research released today by Bonterra, the leader in social impact technology. Meet the Moment: Navigating Funding Disruption reveals how federal budget shifts are straining organizations already stretched by rising community needs. Drawing on Bonterra’s role as the holistic social good leader spanning nonprofits, funders, and corporate partners, the report lay

CLEVELAND--(BUSINESS WIRE)--Northern Trust Wealth Management has appointed Gary Poth as President of the Ohio Market. Poth, who has more than 25 years of financial services experience, will lead an integrated team that delivers investment management, trust and estate planning, private and business banking and financial consulting for clients. Poth succeeds Michael Cogan, who will remain strongly engaged in the business until his retirement on June 1, 2026. Cogan has served as the market leader

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announces the appointment of Jannis Fingberg to Portfolio Manager and Co-Lead of the Jensen Global Quality Growth Strategy. Since joining Jensen in 2022, Mr. Fingberg has contributed key investment ideas and provided in-depth company coverage - particularly in the technology sector - that have made a substantial positive impact across both the Quality Growth an

ST. LOUIS--(BUSINESS WIRE)--Parkwoods Wealth Partners today announced that Shoreline Wealth Advisors has joined Parkwoods. Shoreline is an Indiana-based registered investment adviser with approximately $350 million in assets under advisement (as of June 30, 2025). The combination closed on August 1, 2025 and includes Shoreline’s affiliated tax preparation firm, Shore & Co. Founded in New Castle, with an additional office in Carmel, Shoreline’s leadership team – Founder Bud Shore, CPA, PFS,

NEW YORK--(BUSINESS WIRE)--Swoop, a leader in AI-driven, data-powered, and privacy-compliant omnichannel healthcare marketing, today announced the results of a survey revealing the positive impact of pharmaceutical advertising on patients living with chronic conditions. These findings will be unveiled at Fierce Pharma Week 2025 in Philadelphia, during the panel discussion "From Awareness to Action: How Pharma Advertising Impacts the Chronic Condition Journey." A Swoop survey of 902 MyHealthTeam

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif. The expanded Zocks platform makes it significantly faster for advisors to provide financial advice after client and prospect meetings. By automatically capturing client data from conversations to populate financial planning, onboarding, and proposal systems, advisors can now go from a meet

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best analysts will present the credit rating agency’s 2026 outlook on the global delegated underwriting authority enterprises (DUAEs) segment, as well as host a panel discussion with industry experts on key developments and trends in the DUAE market. The briefing is scheduled for Tuesday, Nov. 18 from 2:30–6:00p.m. EST at Convene 530 Fifth Avenue in New York. Registration for the briefing starts at 2:30.p.m EST, with the outlook session starting at 2:45p.m. AM

WASHINGTON--(BUSINESS WIRE)--MissionSquare announced today plans to evolve several customer experience initiatives, taking more than five decades as a retirement planning provider to the next phase of the organization’s focus on strategic growth. Over the next several months, the company will introduce strategic enhancements to the overall experience for current and future customers, including an updated brand name and logo, a redesigned corporate website, and a bold new brand promise. “As we m

NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)--Logan Capital Management (“Logan”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2025. The list, published by Zephyr, remains one of the most important references for investors and asset managers. Logan had five portfolios recognized in the Q2 2025 PSN Top Guns List with eight designations including International Dividend ADR Wrap, High Quality Balanced, Core, Con

CHATTANOOGA, Tenn.--(BUSINESS WIRE)--CBL Properties (NYSE:CBL) today announced that Element by Westin is now open at Mayfaire Town Center in Wilmington, North Carolina. The 139-key hotel is located on International Drive and is a 49/51 joint venture between CBL and Chattanooga-based Vision Hospitality. “When we acquired Mayfaire Town Center in 2015, we saw a significant opportunity to further diversify the mix of uses available on the campus,” said Stephen Lebovitz, chief executive officer, CBL

REDWOOD CITY, Calif.--(BUSINESS WIRE)--i2c Inc., a global financial technology innovator, today released a new commissioned study titled “Consumer Credit Economy: Strategy vs. Spontaneity- Navigating the Great Credit Divide.” Conducted in collaboration with PYMNTS Intelligence and based on a nationally representative sample of over 2,000 U.S. consumers, the report reveals a critical perception gap in the consumer credit market. The research findings show that many consumers are under the false

TOKYO--(BUSINESS WIRE)--Nomura Research Institute, Ltd. (Headquarters: Tokyo, Japan; President & CEO Kaga Yanagisawa, “NRI”) today announced its inclusion in the 2025 IDC FinTech Rankings Enterprise Top 50, recognizing the company's significant contributions to financial services technology innovation and its growing impact in the U.S. market. The IDC FinTech Rankings evaluate technology providers based on their revenues from financial institutions worldwide, categorizing leaders who are tr