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GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform

Thu, 06/30/2022 - 10:15
CHICAGO & NEW YORK--(BUSINESS WIRE)-- #401k--GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced an integration with financial technology company Pontera. This integration will enable RIAs to maintain compliance with financial regulations while alleviating custody and rollover challenges on held away assets. Pontera’s proprietary technology allows advisors to securely trade 401(k)s, 403(b)s, HSAs, variable annuities, and more in a similar manner to custodied

Prime Capital Investment Advisors Partners With Female-led Crossvault Capital Management

Thu, 06/30/2022 - 10:15
OVERLAND PARK, Kan.--(BUSINESS WIRE)-- #clientexperience--Prime Capital Investment Advisors (PCIA) partners with Crossvault Capital Management (Crossvault), adding to the many major female-led partnerships PCIA has forged in the past four years. This newest partnership is another important move for PCIA as three highly skilled women sit at the helm of Crossvault and have proven their strength in business together for more than 20 years. The new relationship solidifies PCIA’s dedication to supporting and promoting

OneStream Recognized as a Market Leader with Perfect Recommend Score in the 2022 Wisdom of Crowds® EPM Market Study by Dresner Advisory Services

Thu, 06/30/2022 - 10:15
ROCHESTER, Mich.--(BUSINESS WIRE)--OneStream has been named an overall leader for the fifth consecutive year in the 2022 Wisdom of Crowds Enterprise Performance Management Market Study.

Church Pension Group Releases Its Report to General Convention

Thu, 06/30/2022 - 10:15
NEW YORK--(BUSINESS WIRE)-- #80thGeneralConvention--The Church Pension Group released its Report to General Convention (www.cpg.org/R2GC).

Pioneer Diversified High Income Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a)

Thu, 06/30/2022 - 10:15
BOSTON--(BUSINESS WIRE)--Pioneer Diversified High Income Fund, Inc. (NYSEAMER: HNW) today reported sources of distribution for June and for distributions this fiscal year to date. Distribution Period   June 2022 Distribution Amount Per Share   $0.1100 The following table sets forth estimates of the character of the current distribution and the cumulative distributions paid this fiscal year to date from the following sources: Net Investment Income; Net Realized Short-Term Capital Gains; Net Real

Pioneer Municipal High Income Opportunities Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a)

Thu, 06/30/2022 - 10:15
BOSTON--(BUSINESS WIRE)--Pioneer Municipal High Income Opportunities Fund, Inc. (NYSE: MIO) today reported sources of distribution for June and for distributions this fiscal year to date. Distribution Period   June 2022 Distribution Amount Per Share   $0.0600 The following table sets forth estimates of the character of the current distribution and the cumulative distributions paid this fiscal year to date from the following sources: Net Investment Income; Net Realized Short-Term Capital Gains;

Pioneer Diversified High Income Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a)

Thu, 06/30/2022 - 10:15
BOSTON--(BUSINESS WIRE)--Pioneer Diversified High Income Fund, Inc. (NYSEAMER: HNW) today reported sources of distribution for June and for distributions this fiscal year to date. Distribution Period   June 2022 Distribution Amount Per Share   $0.1100 The following table sets forth estimates of the character of the current distribution and the cumulative distributions paid this fiscal year to date from the following sources: Net Investment Income; Net Realized Short-Term Capital Gains; Net Real

Popular, Inc. to Report Second Quarter Results and Hold Conference Call on Thursday, July 28, 2022

Thu, 06/30/2022 - 10:15
SAN JUAN, Puerto Rico--(BUSINESS WIRE)--Popular, Inc. (NASDAQ:BPOP) announced today that it expects to report its financial results for the second quarter ending June 30, 2022, before the market opens on Thursday, July 28, 2022. Popular will hold a conference call to discuss the financial results the same day at 11:00 a.m. Eastern Time. The call will be broadcast live over the Internet and can be accessed through the investor relations section of the Corporation’s website: www.popular.com. List

Smartly.io Survey: 82% of Gen Z Consumers Use Social Media to Find New Brands

Thu, 06/30/2022 - 10:15
NEW YORK--(BUSINESS WIRE)--Smartly.io conducted two surveys to understand the role social media plays in how consumers connect and engage with brands.

ZoomInfo Appoints Alison Gleeson to Board of Directors

Thu, 06/30/2022 - 10:15
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo announced the appointment of Alison Gleeson to its Board of Directors, effective July 1, 2022.

Affinity Appoints Two Key Executives from Robinhood and Showpad

Thu, 06/30/2022 - 10:15
SAN FRANCISCO--(BUSINESS WIRE)-- #dealflow--Leader in relationship intelligence for dealmakers, Affinity, bolsters executive team with tech Industry veterans.

Kestra Holdings Welcomes Seasoned Executive Chris MacLaughlin As Chief Marketing Officer

Thu, 06/30/2022 - 10:15
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Holdings Welcomes Seasoned Executive Chris MacLaughlin As Chief Marketing Officer

BlackRock to Report Second Quarter 2022 Earnings on July 15th

Thu, 06/30/2022 - 10:15
NEW YORK--(BUSINESS WIRE)--BlackRock, Inc. (NYSE: BLK) today announced that it will report second quarter 2022 earnings prior to the opening of the New York Stock Exchange on Friday, July 15, 2022. Chairman and Chief Executive Officer, Laurence D. Fink, President, Robert S. Kapito, and Chief Financial Officer, Gary S. Shedlin, will host a teleconference call for investors and analysts at 8:30 a.m. ET. BlackRock’s earnings release and supplemental materials will be available via the investor rel

Lighthouse Earns Famed Band 1 Ranking from Chambers & Partners

Thu, 06/30/2022 - 10:15
SEATTLE--(BUSINESS WIRE)--Today it was announced that Lighthouse has earned a prestigious Band 1 ranking from Chambers & Partners. Beating out all others in the U.S. for the top ranked litigation support eDiscovery company, Lighthouse jumped from its Band 3 ranking in 2021 to Band 1 in 2022. Lighthouse's Advisory Team and Review and Advanced Analytics offerings KDI and AI-based review solutions utilizing its proprietary Prism technology played a prominent role in the jump. Moreover, Lightho

First Republic Bank Announces Second Quarter 2022 Earnings and Conference Call Date

Thu, 06/30/2022 - 10:15
SAN FRANCISCO--(BUSINESS WIRE)--First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced it will release second quarter 2022 financial results before the market opens on Thursday, July 14, 2022. First Republic Bank will conduct a conference call to discuss the results at 7:00 a.m. PT / 10:00 a.m. ET the same day. To access the event by telephone, please dial (800) 458-4148 and provide confirmation code 2688216 approximately 15 minutes prior to the st

Socure Wins 2022 Artificial Intelligence Breakthrough Award for Best Decision Intelligence Company

Thu, 06/30/2022 - 10:15
INCLINE VILLAGE, Nev.--(BUSINESS WIRE)--Socure, the leading provider of digital identity verification and fraud solutions, today announced that it has been chosen as the “Best Decision Intelligence Company” in the 5th annual AI Breakthrough Awards program conducted by AI Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies, and products in the global Artificial Intelligence (AI) market today. Socure won against a highly competitive field of ne

V2 Communications Continues to Expand Client Roster, Services and Management Team

Thu, 06/30/2022 - 10:15
BOSTON--(BUSINESS WIRE)-- #Bostontech--V2 Communications announces its continued momentum fueled by a growing client portfolio and expanded content services.

Varagon Capital Partners Forms New Partnership with Goldman Sachs Asset Management

Thu, 06/30/2022 - 10:15
NEW YORK--(BUSINESS WIRE)--Varagon Capital Partners, L.P. (“Varagon” or the “Firm”), a leading middle market lender specializing in directly-originated senior loans to private equity-backed, U.S. middle market companies, announced that funds managed by Goldman Sachs Asset Management have made a strategic preferred equity investment in an affiliate of the Firm. The strategic partnership is expected to support the growth of Varagon’s lending business, the launch of new vehicles and the continued

Firelands Federal Credit Union Selects Upstart to Power Personal Loans and Auto Refinance

Thu, 06/30/2022 - 10:15
BELLEVUE, Ohio & SAN MATEO, Calif.--(BUSINESS WIRE)--Firelands Federal Credit Union Selects Upstart to Power Personal Loans and Auto Refinance

ESMA Recognizes OCC as Tier 1 Third-Country Central Counterparty Under EMIR

Thu, 06/30/2022 - 10:15
CHICAGO--(BUSINESS WIRE)--ESMA, the EU’s securities markets regulator, has granted recognition to OCC as a Tier 1 third-country central counterparty under EMIR.

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