Lastest from Businesswire

PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the engagement platform built to power financial planning with business owners, today announced the launch of its newly enhanced platform—a major upgrade that introduces the industry’s first financial planning-focused Succession & Exit Planning tool, along with enhanced wealth planning, valuation and risk insights designed to make business owner planning more simple, personal and actionable. At the heart of the enhanced platform is the Succession & E

LAWRENCE, Kan.--(BUSINESS WIRE)--Triad Partners announced that its wealth management affiliate, Triad Wealth Partners, has surpassed $1 billion in assets under management (AUM).

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth expands into Southwest with Phoenix acquisition, launches division serving first responders and public safety members

AUSTIN--(BUSINESS WIRE)--SunStrong Management, LLC (“SunStrong”), an independent full-service asset manager for renewable energy portfolios, today announced it has been retained by Solaris Assets and affiliates (“Solaris”) to manage the residential solar servicing and operations portfolio acquired from Sunnova Energy International Inc. (“Sunnova”). The integration significantly expands SunStrong’s platform, bringing its managed portfolio to over 500,000 solar customers and 4 GW of distributed g

LAKE FOREST, Ill.--(BUSINESS WIRE)--Erich Sternberg Joins Trustmark as President of Voluntary Benefits and Chief Strategy Officer

NEW YORK--(BUSINESS WIRE)--Pretium, a specialized investment firm managing approximately $60 billion in assets, today announced the addition of Kim Larin as Chief Compliance Officer. Kim is a seasoned compliance leader with nearly 30 years in the investment management industry. She joins Pretium from GLP Capital Partners, where she was Global Chief Compliance Officer. Prior to GLP, she spent nearly 20 years at Oaktree Capital Management, where she served as Head of Global Investment Compliance

NEW YORK--(BUSINESS WIRE)--MetLife has introduced a new Cancer Support benefit to help employees with personalized advice and attention from diagnosis to treatment and through recovery. Through a strategic relationship with Private Health Management, a leader in complex care navigation, MetLife will expand its Critical Illness Insurance offering to provide a more robust cancer benefit, including access to top oncology specialists, tech-enabled and expert-led coordination, and patient counseling

NEW YORK--(BUSINESS WIRE)--The Look Company, creators of large-scale visual branding for retail, sport and event environments, has completed the acquisition of OAI + Rainier, a full-service visual branding and manufacturing company. The acquisition includes nearly all assets created by the 2022 merger of OAI and Rainier Industries, including two US-based manufacturing facilities in Tampa and Seattle, new capabilities across the sports, events, retail and industrial sectors, and a robust client

WASHINGTON--(BUSINESS WIRE)--FS Vector, a leading strategic consulting firm for companies that are innovating in financial services, is announcing the launch of its Examinations offering to support companies with all single-state, multistate, investor, and federal financial services exams. FS Vector’s new Examinations offering is driven by the company’s Licensing team, headed by Emily Goodman, Partner, who brings over two decades of experience building and advising in fintech and financial serv

NEW YORK--(BUSINESS WIRE)--Canoe Intelligence (“Canoe”), the platform for smarter alts management, today announced the launch of Canoe Labs, an exclusive incubator where investment and operations professionals help bring next-generation alts workflows to life. Canoe Labs operates as a collaborative innovation center, offering direct access to a stream of emerging AI capabilities before they reach the broader market. With real-time user engagement, Canoe will continuously refine the capabilities

NEW YORK--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital raised to $30 million. The round was led by Brewer Lane Ventures, with participation from New York Life Ventures, MassMutual Ventures, Perceptive Ventures and existing investors F-Prime, Flyover Capital, and Fika Ventures. The new capital will be used to accelerate investment

NEW YORK--(BUSINESS WIRE)--Saint James, the fastest-growing iced tea brand in the U.S., has chosen January Digital as its digital media agency.

NEW YORK--(BUSINESS WIRE)--Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers. The agreement includes the appointment of BlackRock to manage approximately $80 billion in assets

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Simplified Wealth Management has joined its growing network of independent advisors. Bringing $315 million in client assets, the Corona, Calif-based team moves to Osaic from LPL Financial. Simplified Wealth Management is a values-based practice serving individuals, families and business owners nationwide, with a focus on business owners, physicians an

SANTA ANA, Calif.--(BUSINESS WIRE)--First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF), today announced Tara Smith has been named executive vice president of enterprise growth and multi-brand strategy. Smith will have enterprise-wide responsibilities for driving growth and multi-brand strategies, as well as serving as executive sponsor of the company’s Leadership For

SAN FRANCISCO--(BUSINESS WIRE)--SoFi (NASDAQ: SOFI), a member-centric, one-stop shop for digital financial services that helps its members borrow, save, spend, invest and protect their money, today announced a multi-year partnership with 2024 AP NFL Most Valuable Player and Buffalo Bills quarterback Josh Allen. Allen has proven himself as an MVP, performing at the highest level. SoFi Plus matches that same superiority as America's most rewarding financial membership—giving members the tools to

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC), a leading provider of insurance, annuities, group benefits and retirement solutions, today announced the appointment of Jason Crane as Senior Vice President and President of the Retirement Plan Services (RPS) business. Crane will oversee all strategy and execution for Lincoln’s RPS business and will report directly to Jimmy Reid, Executive Vice President and President of Lincoln’s Workplace Solutions businesses, which includes the com

ATLANTA--(BUSINESS WIRE)--Ministry Brands, the leading provider of church software and online giving solutions, today announced their upcoming Season to Shine Healthy Church Summit, a free online event on September 17 featuring worship leadership workshops, exclusive musical performances, and practical training from trusted ministry and technology experts. Designed for pastors and ministry teams, the summit will equip attendees to plan more meaningful holiday services, enrich worship and creati

FAYETTEVILLE, Ark.--(BUSINESS WIRE)-- #affordablehousing--Representatives from the Federal Home Loan Bank of Dallas (FHLB Dallas) and Arvest Bank will attend a ceremonial ribbon cutting for Cobblestone Community Farm, an 89-unit affordable housing development that provides single-family homes, duplexes and triplexes for rent in Fayetteville, Arkansas. FHLB Dallas awarded an $850,000 Affordable Housing Program (AHP) grant through Arvest Bank toward construction costs. The media is encouraged to attend the ceremonial

DANVERS, Mass.--(BUSINESS WIRE)--CCC's virtual Town Hall on Tuesday, September 16 to feature discussion of recent AI and copyright cases.