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DoiT Promotes Steve Mills to Chief Operating Officer

Tue, 07/15/2025 - 09:04
SANTA CLARA, Calif.--(BUSINESS WIRE)--DoiT, a global leader in enterprise-grade FinOps and cloud financial management, today announced Steve Mills has been promoted to chief operating officer (COO). The move comes just under a year after Mills assumed the role of chief revenue officer (CRO). During that time, he is credited with driving alignment across sales, marketing, client services and CSP partners, creating a foundation for sustainable, long-term success in both direct and joint sales. Mi

Gladstone Connect Brings Tech, Concierge M&A Services to Smaller RIAs

Tue, 07/15/2025 - 09:04
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)-- #MergersAndAcquisitions--Gladstone Connect Brings Tech, Concierge M&A Services to Smaller RIAs. An inefficient process now becomes more affordable and approachable.

Retirement Plan Participants Think They’ll Need $1.3 Million

Tue, 07/15/2025 - 09:04
NEW YORK--(BUSINESS WIRE)--To retire comfortably, Americans currently participating in a workplace retirement plan (e.g. 401k, 403b, or 457 plan) say they will need $1.28 million saved, according to the Schroders 2025 US Retirement Survey. Despite this seven-figure savings target, one-in-four plan participants (26%) expect to have less than $250,000 saved by retirement, nearly half (48%) say they will have less than $500,000, and just 30% believe they will reach the $1 million milestone before

The Acacia Group Backs Common Thread Collective in Strategic Move to Redefine Profitable Growth for E-commerce Brands

Tue, 07/15/2025 - 09:04
FULTON, Md. & COSTA MESA, Calif.--(BUSINESS WIRE)-- #Advertising--The Acacia Group backs Calif.-based DTC firm Common Thread Collective in strategic move to redefine profitable growth for E-commerce brands.

Dallas-Plano-Irving Home Prices Down 1.2% Year Over Year in June, According to First American Data & Analytics Monthly Home Price Index Report

Tue, 07/15/2025 - 09:04
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its June 2025 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that se

Los Angeles-Long Beach-Glendale Home Prices Down 1.3% Year Over Year in June, According to First American Data & Analytics Monthly Home Price Index Report

Tue, 07/15/2025 - 09:04
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its June 2025 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that se

Eved LLC Appoints Industry Veteran Bill Phillips as Director of Film & TV Production, Bolstering Its Leadership in Entertainment Payment Solutions

Tue, 07/15/2025 - 09:04
CHICAGO--(BUSINESS WIRE)--Eved LLC, a cutting-edge payments platform designed to address the complex financial needs of the entertainment industry, is excited to announce the appointment of Bill Phillips as Director of Film & TV Production. With over 25 years of experience in product management and financial operations, Bill brings a unique blend of strategic insight, operational expertise, and deep industry knowledge. In his new role, Phillips will be responsible for Eved’s Film & TV p

Harver Appoints New CEO, Strengthens Executive Team to Help Customers Shape the Future of Hiring

Tue, 07/15/2025 - 09:04
NEW YORK--(BUSINESS WIRE)--Harver, the industry-leading hiring solution helping organizations make better science- and data-backed talent acquisition decisions, today announced the expansion of its executive leadership team to better serve customers navigating the next era of hiring. As AI transforms companies’ talent needs, Harver is investing in leadership that understands this challenge and is committed to delivering thoughtful, human-centered solutions to predict the best talent outcomes fo

Arteria AI Appoints Industry Veteran Daniel Duffy to Lead Sales

Tue, 07/15/2025 - 09:04
NEW YORK--(BUSINESS WIRE)-- #AI--Award-winning enterprise documentation infrastructure pioneer Arteria AI announced Daniel Duffy has joined the company to lead its sales team.

Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity

Tue, 07/15/2025 - 09:04
AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the launch of AI Meeting Center, a secure, native solution that streamlines meeting documentation and supercharges advisor productivity. Designed to save time, reduce compliance friction, and eliminate the need for third-party AI tools, AI Meeting Center helps deliver better client experiences without leaving

The Great House Price Slowdown Continued in June, According to First American Data & Analytics Monthly Home Price Index Report

Tue, 07/15/2025 - 09:04
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its June 2025 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that se

Highnote Expands Its Unified Product Platform with Instant Payments

Tue, 07/15/2025 - 09:04
SAN FRANCISCO--(BUSINESS WIRE)--Highnote Expands Its Unified Product Platform with Instant Payments, supported by Visa Direct and Mastercard Move.

HG Insights Announces Industry’s First AI Copilot to Deliver Revenue Growth Intelligence

Tue, 07/15/2025 - 09:04
SANTA BARBARA, Calif.--(BUSINESS WIRE)--Today HG Insights announced its new AI-powered Market Analyzer and Copilot, reinventing how B2B tech vendors construct detailed market analysis and arrive at clear Go-to-Market decisions. The AI-Native product draws from HG Insights’ Revenue Growth Intelligence (RGI) Fabric of over 28 billion market source files, 2 billion intent records, 20+ million companies, and 200+ million tech install and IT spend detections. RGI utilizes advanced AI/ML technologies

New York-Jersey City-White Plains Home Prices Up 2.7% Year Over Year in June, According to First American Data & Analytics Monthly Home Price Index Report

Tue, 07/15/2025 - 09:04
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its June 2025 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that se

Future in Tech (FiT) Welcomes Former Secretary of the Navy and Marine Corps Carlos Del Toro to Board of Directors

Tue, 07/15/2025 - 09:04
LOS ANGELES--(BUSINESS WIRE)--FiT has appointed Carlos Del Toro, former Secretary of the Navy and Marine Corps, to its Board of Directors.

Ryan Announces Integration with Concur® Expense

Tue, 07/15/2025 - 09:04
DALLAS--(BUSINESS WIRE)--Ryan, a leading global tax services and software provider, today launched an integration with Concur® Expense. This new solution enables organizations to seamlessly optimize their meals and entertainment (M&E) tax deduction calculation by leveraging IRS-approved statistical sampling, directly through their SAP Concur platform. “Our partnership with SAP Concur represents a major step forward in simplifying tax compliance for our clients,” said Ian Boccaccio, Principa

The Sterling Group Agrees to Acquire Majority Ownership Stake in Precision Concepts International, LLC from ONCAP

Tue, 07/15/2025 - 09:04
HOUSTON--(BUSINESS WIRE)--The Sterling Group (“Sterling”), a Houston, TX-based middle market private equity firm, today announced that it has entered into a definitive agreement to acquire Precision Concepts International, LLC (“PCI” or “the Company”), a leading provider of specialty rigid packaging solutions, from ONCAP, the lower mid-market private equity platform of Onex Corporation (TSX: ONEX). Sterling will partner with existing PCI investors, including ONCAP and management, to support PCI

GoTo Announces LogMeIn Resolve Integration with HaloPSA, Empowering Managed Service Providers to Effortlessly Manage IT Workflows Across Platforms

Tue, 07/15/2025 - 09:04
BOSTON--(BUSINESS WIRE)--GoTo, the leader in cloud communications and IT, today announced its latest integration for LogMeIn Resolve with HaloPSA, the comprehensive professional services automation solution. The integration is purpose-built for Managed Service Providers (MSPs) to simplify service workflows, automate ticketing, and ensure that critical alerts are resolved quickly, capitalizing on Resolve’s efficiency-driving AI features and security-first zero trust architecture. "The combined f

Bluespring Wealth Partners Merger Creates $865M AUM Firm

Tue, 07/15/2025 - 09:04
AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced that existing Bluespring firm Hickory Asset Management, Inc. (Hickory) will merge into existing Bluespring firm, Ritter Daniher Financial Advisory LLC (RDFA). As combined teams, investment advisor professionals with Hickory and RDFA will now oversee over $865M in assets under management. Hickory, who joined Bluespring in 2019, is a p

The Standard and Legacy Marketing Group Unveil EclipseMark FIA

Tue, 07/15/2025 - 09:04
PORTLAND, Ore.--(BUSINESS WIRE)--Standard Insurance Company (The Standard) and Legacy Marketing Group® today announced a strategic alliance and new joint venture with the debut of EclipseMarkSM Single Premium Deferred Index Annuities, a simple way for clients to grow and protect their retirement assets. Built to reduce renewal rate guesswork, EclipseMark fixed index annuities feature multiple extended-rate guarantees on diverse interest crediting options—including a 10-year fixed rate option. “

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