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EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC
TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced their partnership with The Holben Group, LLC (“Holben Group”) in Denver, CO. This alignment builds on EP Wealth’s long-time presence in Colorado, adding over $190 million in assets under management (AUM) to the firm. “For over 25-years, EP Wealth has been built by entrepreneurs who are committed to long-term, personal rela
Advisor360° Introduces Tandem™: A CRM+ for Independent Financial Advisors
DALLAS--(BUSINESS WIRE)-- #CRM--Advisor360 launches Tandem -- a CRM for RIAs. The multi-custodial CRM includes reporting, secure doc mgmt, financial planning integrations & more.
Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited.
Ensono Research Showcases Progress for Women in Technology in Fifth-Annual Report
DOWNERS GROVE, Ill.--(BUSINESS WIRE)-- #Ensono--Ensono, a leading technology advisor, innovation partner, and managed service provider, released today the results of its fifth-annual Speak Up survey, revealing both progress and persistent challenges for women in the technology industry. While 92% of respondents report an improved workplace experience, inequities persist – especially as they navigate return-to-office (RTO) mandates and explore career-accelerating technologies like generative AI. A resound
alphabroder Products Now Available Through S&S Activewear Website
BOLINGBROOK, Ill.--(BUSINESS WIRE)--All alphabroder apparel products will now be available through S&S Activewear’s website.
Aeropay Expands Banking Network Through Partnership with Regent Bank, Enhancing Payment Flexibility
CHICAGO--(BUSINESS WIRE)-- #fintech--Aeropay, a leading provider of pay-by-bank solutions, announced its partnership with Regent Bank today, further expanding its robust banking network to enable fast, secure transactions. Regent Bank, a trusted institution known for its innovative financial services, joins Aeropay’s growing ecosystem of banking partners, offering clients and end-users access to ACH, Real-Time Payments (RTP), and FedNow services. "Businesses need banking partnerships that prioritize flexi
FranklinCovey Launches FranklinCovey AI Coach
SALT LAKE CITY--(BUSINESS WIRE)-- #AIAdvisor--FranklinCovey Launches FranklinCovey AI Coach, a Trusted Virtual Mentor for Learners Progressing Through Their FranklinCovey Learning Experience
Jones Power Advances Civil Construction on Major Solar Development in Texas
HATTIESBURG, Miss.--(BUSINESS WIRE)--Jones Power continues their growth in the renewable energy sector with a 1,250-acre project in South Central Texas. With Texas leading the nation in solar and battery energy storage development, this project further strengthens Jones Power’s position as a major player in the region’s renewable energy construction market. Jones Power's comprehensive work began in September of 2024 and includes site preparation, civil construction, and critical infrastructure
Popular, Inc. Declares Dividend on Preferred Stock and Announces Distribution on Trust Preferred Securities
SAN JUAN, Puerto Rico--(BUSINESS WIRE)--Popular, Inc. (NASDAQ: BPOP) announced today that it has declared the following monthly cash dividend on its outstanding shares of Non-Cumulative Monthly Income Preferred Stock: a monthly cash dividend of $0.132813 per share of 6.375% Non-Cumulative Monthly Income Preferred Stock, 2003 Series A, payable on March 31, 2025 to holders of record as of March 15, 2025. The Corporation also announced the following monthly distribution on its outstanding Trust Pr
Wealth.com Launches 'Scenario Builder': The First All-in-One Tool to Instantly Model, Compare and Optimize Complex Estate Strategies
PHOENIX--(BUSINESS WIRE)-- #EstatePlanning--Wealth.com, the industry’s leading end-to-end estate planning platform, today introduced Scenario Builder, a powerful new estate planning modeling tool designed to give financial advisors, wealth planners and estate attorneys insights into the potential impacts of various strategies on a client’s estate. As a major enhancement to wealth.com’s already robust platform, Scenario Builder delivers real-time calculations of estate tax implications, incorporates future financ
ASGN Incorporated Announces Closing of the Acquisition of TopBloc
RICHMOND, Va.--(BUSINESS WIRE)---- $asgn #acquisition--ASGN Incorporated (NYSE: ASGN), a leading provider of IT services and professional solutions across the commercial and government sectors, announced today that it has closed its previously announced acquisition of TopBloc, LLC (“TopBloc” or “the Company”) for a total consideration of $340 million in cash and equity. TopBloc’s experienced team has become part of ASGN’s Consulting Services. “We are pleased to announce the successful closing of our acquisition of To
Racepoint Hires New Heads of Creative and Strategy to Bolster Offering
BOSTON--(BUSINESS WIRE)--Today, earned-first marketing agency Racepoint Global announced two key leadership positions: Erin Hauswirth, SVP, Head of Creative, and Jimmy Doucette, SVP, Head of Strategy and Health. The bold new hires signal CEO Bill Davies’ ambitions for the fiercely independent shop: “Today, every company is a tech company. And every brand is an entertainment brand. To stay competitive, clients need to pull customers in and earn their attention. Earn it, not buy it. So, I thought
Trivest Announces Partnership with Besser Garage Doors
SANTA ANA, Calif.--(BUSINESS WIRE)--Besser Garage Doors (“Besser” or the “Company”) is pleased to announce it has partnered with Trivest Partners (“Trivest” or “Firm”), a Miami-based, founder-focused private equity firm with over 40 years of experience investing in lower middle market companies and fostering growth. Headquartered in Santa Ana, CA, Besser is an industry leading residential garage door services provider for customers in Southern California. Besser’s highly skilled technicians spe
Intuit Expands Free Financial Education Program to Colleges and Universities to Champion Student Success
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit is investing in the future of college students nationwide through a suite of free financial education programs.
NEPC Survey Finds Managed Accounts are Due for a Transformation
BOSTON--(BUSINESS WIRE)--NEPC today published its 19th annual Defined Contribution (DC) Plan Trends and Fee Survey, which examines emerging investment trends.
CCC Announces AI Systems Training License for the External Use of Copyrighted Works Coming Soon
DANVERS, Mass.--(BUSINESS WIRE)--CCC's new upcoming license will allow organizations to use copyrighted works as inputs in training AI systems; will be available later in 2025.
enCore Energy Corp. (EU) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of enCore Energy Corp. (“enCore” or the “Company”) (NASDAQ: EU) investors concerning the Company’s possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ENCORE ENERGY CORP. (EU), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights by email
Trinity Investments Promotes Craig Lovett to Managing Director of Development
HONOLULU--(BUSINESS WIRE)--Trinity Investments, a hospitality-focused real estate investor, announces the promotion of Craig Lovett to Managing Director of Development.
Swap Secures $40 Million Series B Funding, Strengthens Position as Leading E-Commerce Operating System Offering Cross-Border and Inventory Solutions
NEW YORK--(BUSINESS WIRE)--Swap, the e-commerce operating system (OS) that connects operations on one platform for e-commerce brands, today announced a $40 million Series B led by ICONIQ Growth, with participation from prior lead investors Cherry Ventures, QED Investors, and 9900 Capital. With this capital, Swap will deepen its dominance in the U.K. market, accelerate expansion into the U.S. and EU, and open new regions, including Australia and Canada. Swap also plans to penetrate underserved v
KlariVis Promotes Chris Muracco to VP of Client Experience
ROANOKE, Va.--(BUSINESS WIRE)--KlariVis, a leading innovator in data analytics for financial institutions, announced it has promoted Chris Muracco to Vice President of Client Experience. In this new role, Muracco will lead the client success team as they continue to support KlariVis customers in their mission to enhance their data strategies. Muracco will be responsible for driving the adoption of KlariVis to ensure clients are engaged and using the platform to its fullest potential. Muracco jo