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Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

Wed, 04/02/2025 - 11:09
PHOENIX--(BUSINESS WIRE)-- #EstatePlanning--Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client demand for holistic financial planning. Cetera strives to d

Snappy Kraken Announces Integration With Catchlight to Scale Personalized Prospect Engagement, Completes SOC 2 Type 2 Certification

Wed, 04/02/2025 - 11:09
ORMOND BEACH, Fla.--(BUSINESS WIRE)-- #AI--Integration offers advisors and enterprises the ability to implement personalized prospect engagement with relevant messaging at scale

MeridianLink Streamlines Solarity Credit Union’s Mortgage Lending into a Single, Efficient Solution

Wed, 04/02/2025 - 11:09
COSTA MESA, Calif.--(BUSINESS WIRE)---- $MLNK #digitallending--MeridianLink successfully implemented MeridianLink® Mortgage for Solarity Credit Union.

Spire Launches Pay with Spire, a Merchant-Branded Pay-by-Bank Solution at the Point of Sale

Wed, 04/02/2025 - 11:09
DALLAS--(BUSINESS WIRE)--Spire, the ultimate payment solution for everyday spend, has launched its new Pay with Spire platform that leverages Discover® Network.

Runtime Ventures Launches with $32M Debut Fund to Empower Seed Stage Cybersecurity Innovators

Wed, 04/02/2025 - 11:09
ARLINGTON, Va. & AUSTIN, Texas--(BUSINESS WIRE)--Runtime Ventures, a venture capital fund focused exclusively on seed stage cybersecurity investments, today announced the launch of its debut fund, with a capital commitment of $32 million. Runtime Ventures is dedicated to supporting and nurturing innovative pre-seed and seed stage cybersecurity startups. Runtime Ventures is co-founded by General Partner David Endler, who co-founded cybersecurity startups SpyCloud and Jumpshot, and General Partne

Pathward Recognized for Banking as a Service Innovation in 2025 FinTech Breakthrough Awards Program

Wed, 04/02/2025 - 08:09
SIOUX FALLS, S.D.--(BUSINESS WIRE)--FinTech Breakthrough named Pathward “Best Banking as a Service Solution Provider" in its annual awards program.

Alliant Retirement Consulting Recognized as a Top DC Advisor for Multi-Office Firms for Fifth Consecutive Year

Wed, 04/02/2025 - 08:09
IRVINE, Calif.--(BUSINESS WIRE)-- #AlliantInsurance--The National Association of Plan Advisors (NAPA) has once again named Alliant Retirement Consulting (ARC), a division of Alliant Insurance Services, among the Top DC Advisors for Multi-Office Firms for 2025. This marks the fifth year in a row that ARC has been honored as one of the nation’s premier deferred contribution (DC) advisory firms. “It is truly an honor for our team at Alliant Retirement Consulting to receive this recognition from NAPA once again,” said

WNS Extends Strategic Engagement with Delaware North

Wed, 04/02/2025 - 08:09
NEW YORK & LONDON & MUMBAI, India--(BUSINESS WIRE)---- $WNS #AI--WNS today announced that it has extended its strategic engagement with Delaware North, a global leader in entertainment and hospitality services.

Saba Capital Files Motion with U.S. District Court for the Southern District of New York to Invalidate ASA Gold and Precious Metals’ Latest Unlawful Poison Pill

Wed, 04/02/2025 - 08:09
NEW YORK--(BUSINESS WIRE)--Saba Capital Management, L.P. (together with certain of its affiliates, “Saba”), the largest common shareholder of ASA Gold and Precious Metals Limited (NYSE: ASA) (“ASA” or the “Fund”), today announced that it has filed a motion with the United States District Court for the Southern District of New York (the “Court”) to enforce its March 28, 2025 ruling by invalidating the latest poison pill issued by ASA on March 31, 2025. The ruling stems from a lawsuit Saba brough

Chime Celebrates Financial Progress Month, Reminds Americans ‘You’re Making It’ in New TV Spot

Wed, 04/02/2025 - 08:09
SAN FRANCISCO--(BUSINESS WIRE)--April marks Financial Literacy Month, but for the second consecutive year, Chime is redefining the conversation by celebrating Financial Progress Month®. As a leading financial technology company, Chime believes that “financial literacy” places too much emphasis on deep knowledge and rigid benchmarks of success—when in reality, financial progress is about the everyday steps people take toward their goals. “Financial progress isn’t just about knowing the basics of

Trevelino/Keller Wins Nine Muse Creative and Design Awards

Wed, 04/02/2025 - 08:09
ATLANTA--(BUSINESS WIRE)--Trevelino/Keller, a nationally ranked Growth PR+Mkt agency, announces today it has been recognized by Muse Creative and Design Awards with five gold and four silver awards for excellence in creative and design. With more than 9,000 entries received from around the world, the awards shine a spotlight on those setting new standards of excellence. “We’re proud to be recognized for the creative work we do on behalf of our clients,” says Dean Trevelino, Co-CEO, Trevelino/Ke

CION Investment Corporation Schedules 2025 First Quarter Earnings Release and Conference Call

Wed, 04/02/2025 - 08:09
NEW YORK--(BUSINESS WIRE)--CION Investment Corporation (NYSE: CION) (“CION”) announced today that it will report its financial results for the first quarter ended March 31, 2025 on Thursday, May 8, 2025, prior to the opening of the financial markets. CION will discuss those results in an earnings conference call at 11:00 a.m. ET that same day. Participant Dial-in Numbers: Domestic (Toll-Free): 877-484-6065 International (Toll): +1 201-689-8846 All participants are asked to dial in approximately

Dr. Mark Israel Joins Econic Partners

Wed, 04/02/2025 - 08:09
LOS ANGELES--(BUSINESS WIRE)--Econic Partners (“Econic”), a premier economic consulting firm focused on analyzing complex antitrust, regulatory, litigation, and policy matters, today announced the hiring of Dr. Mark Israel, one of the world’s leading competition economists and an industry veteran with nearly 20 years of economic consulting experience. Jonathan Orszag, a Founding Partner of Econic, said, “Mark is one of the world’s most sought-after competition experts, and his decision to join

NICE Actimize X-Sight ActOne Platform Redefines Financial Crime Investigations with Agentic AI

Wed, 04/02/2025 - 08:09
HOBOKEN, N.J.--(BUSINESS WIRE)-- #NICEActimize--NICE Actimize, a NICE (NASDAQ: NICE) business, today announced the availability of the next generation X-Sight ActOne which expands upon the robust and open architecture of X-Sight with Agentic AI capabilities that are foundational to transforming fraud and financial crime prevention programs. The Agentic AI capabilities orchestrate all fraud and financial crime prevention workflows on a single platform. X-Sight ActOne delivers a step change in the efficiency of

UX Wealth Partners Welcomes Brad Roth as Chief Investment Officer

Wed, 04/02/2025 - 08:09
DENVER--(BUSINESS WIRE)--UX Wealth Partners (UX Wealth), a leading turnkey asset management platform specializing in AI and machine learning investment technologies, announced the appointment of Brad Roth to the role of Chief Investment Officer. Roth will be responsible for improving platform integrations and enhancements and assisting in the creation of new models, advisor outreach, manager due diligence, and investment content and education. Alongside his appointment, Roth will continue in hi

Expansion Capital Group Appoints Tim Mages as CEO

Wed, 04/02/2025 - 08:09
SIOUX FALLS, S.D.--(BUSINESS WIRE)--Expansion Capital Group (ECG), a leading provider of capital for small businesses, is pleased to announce the appointment of Tim Mages as Chief Executive Officer (CEO), effective April 1, 2025. Mages, who has previously served as ECG’s Chief Strategy Officer and Chief Financial Officer, brings extensive experience in financial services. Before joining ECG in 2016, he spent over 20 years as an investment banker and SBIC lender, working closely with small busin

Clearco and Cavela Partner to Help Brands Navigate Tariffs Through Optimized Vendor Sourcing and Funding

Wed, 04/02/2025 - 08:09
AUSTIN, Texas--(BUSINESS WIRE)-- #ecommerce--Clearco, the leader in non-dilutive growth capital solutions for high-potential ecommerce companies, today announced a strategic partnership with Cavela, the AI platform for ecommerce brands to automate product sourcing, cut production costs, and handle vendor communications. This collaboration is set to streamline ecommerce efficiency with suppliers while providing working capital to fund invoices and receipts* pertaining to these vendors. Capital for improved v

Assessments 24x7 Launches Dual Evaluation, DISC Awareness

Wed, 04/02/2025 - 08:09
SAN DIEGO--(BUSINESS WIRE)--Assessments 24x7, an SaaS (software-as-a-service) assessment technology leader, announces the launch of DISC Awareness, a first-of-its-kind evaluation tool that integrates DISC and Emotional Intelligence (EI) Assessment results. DISC Awareness provides broader insights into communication styles, behaviors, and EI to help people find more fulfillment and improve their personal interactions. “As a pioneer of DISC research and application, we’re thrilled to introduce DI

Ginkgo Residential Acquires 219-Unit Multifamily Community in Wilmington, NC

Wed, 04/02/2025 - 08:09
CHARLOTTE, N.C.--(BUSINESS WIRE)--Ginkgo Residential has acquired The Preserve at Pine Valley, a 219-unit garden-style apartment community in Wilmington, NC, for $32.1 million in an all-cash transaction. Built in 1974, the property aligns with Ginkgo’s value-add strategy, which focuses on the preservation of workforce housing through curb appeal, replacement of aged infrastructure elements, amenity enhancements, and interior renovations. The acquisition was completed in a joint venture between

FIS Launches Securities Matching Solution to Help Maximize Efficiencies for the U.S. Securities Finance Industry

Wed, 04/02/2025 - 08:09
JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS® (NYSE: FIS), a global leader in financial technology, today announced the launch of its new Securities Finance Matching Platform in the U.S., following the completion of its SEC filing process. The cloud-native solution employs smart automated matching technology for secure, scalable and cost-effective securities finance for broker-dealers. As a new offering in the space, the solution can help give U.S. broker-dealers more choice for smart securities ma

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