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Funds4Charity Returns to Miami in 2027 With New Donor Circle Model to Put Philanthropic Capital in Motion
GLADWYNE, Pa.--(BUSINESS WIRE)--Funds4Charity will return to the Miami Beach Convention Center February 22–24, 2027, alongside iConnections Global Alts Miami, introducing a new model designed to connect philanthropists and nonprofit leaders more directly and move charitable capital toward impact. Following an inaugural year that generated more than $8.5 million in charitable commitments, Funds4Charity 2027 will launch the Funds4Charity Donor Circle, a membership-based community of philanthropis
Sovos Acquires Blue dot, Expanding AI-Native Diagnostics, Workflow, and Intelligence Capabilities, Widening Sovos’ Tax Compliance Platform Technology Lead
ATLANTA--(BUSINESS WIRE)--Sovos, the AI-ready tax compliance company, today announced the acquisition of Blue dot, an AI VAT intelligence and recovery platform headquartered in Tel Aviv, Israel. The acquisition strengthens Sovos' strategy in three distinct areas: A proven VAT reclaim business with enterprise distribution through SAP Concur, further strengthening Sovos’ market leading Indirect Tax Suite A production AI platform built on nearly a decade of real-world Machine Learning development
SS&C Selected to Support Principal Retirement Income Offering
WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Selected to Support Principal Retirement Income Offering
Unifocus Launches AI-Powered Platform to Transform Workforce and Operations Management in Hospitality
DALLAS--(BUSINESS WIRE)--The global hospitality technology provider, Unifocus, has announced the launch of its newest AI platform, Unifocus Claira. Unifocus Claira is an industry first end-to-end workforce management and operations platform, purpose-built to give hoteliers and above-property hospitality organizations complete visibility across the workforce lifecycle through one cohesive system. By replacing the patchwork of disconnected tools, multiple technology stacks and siloed data systems
United Bank Hires Phil Poliquin to Lead Government Contracting Business
WASHINGTON--(BUSINESS WIRE)--United Bank Hires Phil Poliquin to Lead Government Contracting Business
StackAdapt Welcomes Shopify President Harley Finkelstein as Strategic Advisor
TORONTO--(BUSINESS WIRE)--StackAdapt, the leading AI advertising and orchestration platform, today announced that Harley Finkelstein, President of Shopify, has joined the company as a strategic advisor. Finkelstein will work closely with StackAdapt’s leadership team as the company enters its next phase of global growth and continues expanding its technology beyond programmatic advertising. Finkelstein brings more than 15 years of experience helping build and scale Canada’s most successful techn
Carter Bank Strengthens Raleigh Presence with Commercial Banking Leader Kevin Lockhart
MARTINSVILLE, Va.--(BUSINESS WIRE)--Carter Bank (Nasdaq: CARE) is pleased to announce that Kevin Lockhart will lead the Bank’s commercial banking efforts in Raleigh, N.C. A veteran commercial banker with more than 30 years of experience, Lockhart has spent the past 8 years as a Regional Executive overseeing the Roanoke and New River Valley regions in Virginia. Lockhart brings extensive expertise and well-established Raleigh-based business relationships to the role, further bolstering the Bank’s
Lauren Pralle Tahon Joins Academy Securities as Head of Asset Management Distribution
NEW YORK--(BUSINESS WIRE)--Academy Securities, the nation’s first Post-9/11 veteran owned and operated investment bank, today announced that Lauren Pralle Tahon has joined the firm as Head of Asset Management Distribution.Lauren Pralle Tahon brings more than 20 years of financial services experience to Academy, where she leads the firm's Money Market Fund, SMA, and ETF distribution efforts. She spent a decade at BlackRock, most recently as Director and Insurance Sales Head for the Americas Insti
Genworth Issues Statement on Court of Appeal Ruling Against AXA in UK Payment Protection Insurance Case
RICHMOND, Va.--(BUSINESS WIRE)---- $GNW #genworth--Genworth Issues Statement on Court of Appeal Ruling Against AXA in UK Payment Protection Insurance Case
Praxent Strengthens Board as Financial Services Races to Move AI From Pilots to Production
AUSTIN, Texas--(BUSINESS WIRE)--Praxent names three new board members to scale AI transformation for financial services firms moving from pilots to production.
Personetics Launches Banking Console, Bringing AI-Powered Customer Intelligence to the Relationship Manager's Desktop
NEW YORK--(BUSINESS WIRE)--Personetics, the AI Cognitive Banking Platform, today announced the launch of Banking Console, an AI-powered banker enablement product that continuously analyzes customer behavior, primacy, and financial signals across their entire portfolio. Banking Console layers this intelligence directly onto the CRM banks already use, turning static customer data into proactive, high-value engagement. Relationship managers (RM) carry large customer portfolios with limited time an
O2 Investment Partners Announces Appointment of Keenan Baldus and Gray Sasser
BLOOMFIELD HILLS, Mich.--(BUSINESS WIRE)-- #O2Investment--O2 Investment Partners announced today the appointment of Keenan Baldus and Gray Sasser as the firm’s newest Associates.
NIQ Launches Digital Purchase GeoAudiences Across Europe
CHICAGO--(BUSINESS WIRE)--NIQ (NYSE: NIQ), a leading consumer intelligence company, today announced the launch of Digital Purchase GeoAudiences across five European markets. The new solution extends NIQ’s geographic audience capabilities into digital-first categories including travel, automotive, technology, telecommunications and financial services. The launch expands NIQ’s GeoPurchase offering, which currently provides syndicated audiences across 13 international markets. Digital Purchase Geo
Periscope Equity Announces Promotion of Eric Hinkle to Partner
CHICAGO--(BUSINESS WIRE)--Periscope Equity, a Chicago-based private equity firm, is proud to announce the promotion of Eric Hinkle to Partner. The promotion recognizes Eric's proven leadership in working with founder-led and family-owned business services companies. Since joining Periscope in 2017 as a Vice President, Eric has been a driving force behind the firm's investment activity, including platform investments in RepTrak, Praecipio, CyberMaxx, and Mobile Solutions, where he partnered with
NewEdge Capital Group Continues Nationwide Expansion of NewEdge Wealth
NEW YORK--(BUSINESS WIRE)--NewEdge Capital Group, LLC, announced today that it expanded into Minnesota with the addition of a NewEdge Wealth office near Minneapolis. The location is the 22nd for NewEdge Wealth, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients.The 8-member team based in Wayzata, Minnesota, has significant experience helping clients with wealth transfer, multi-generatio
Morris Financial Concepts Joins Apella Wealth
WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families and businesses, announced today that Morris Financial Concepts, Inc. (“Morris”), a registered investment adviser (“RIA”) headquartered in Mount Pleasant, S.C., has joined the firm. This acquisition strengthens Apella’s regional footprint and adds depth to its planning capabilities through an experienced team of financial professionals. Founded in 1983, M
AW Properties Global Announces October 16 UCC Sales of Membership Interests in LLCs Owning North Carolina Cinema, New Mexico Industrial Property and Bridgehampton Estate
SARASOTA, Fla.--(BUSINESS WIRE)--AW Properties Global Announces October 16 UCC Sales of Membership Interests in LLCs Owning NC Cinema, NM Industrial Property and Bridgehampton Estate
Axo Longevity Raises Oversubscribed $5M Seed Round to Build Europe’s Leading Preventive Health Membership
LONDON & MADRID--(BUSINESS WIRE)-- #HealthInnovation--Axo Longevity Raises Oversubscribed $5M Seed Round to Build Europe’s Leading Preventive Health Membership
Northern Trust Survey: Asset Managers Sharpen Focus on Core Capabilities to Drive Growth
CHICAGO--(BUSINESS WIRE)-- #ETFs--Northern Trust’s report, Driving Growth in Asset Management 2026, is based on a survey of 300 leaders at asset management firms across the globe.
PSG Equity Holds Final Close of Third European Fund at Over €4.4 Billion
LONDON & BOSTON--(BUSINESS WIRE)--PSG Equity (“PSG”), a leading growth equity firm that specializes in partnering with software and technology-enabled services companies to drive transformational growth, today announced the final close of PSG Europe III (“PSGE III” or the “fund”) at over €4.4 billion in total committed capital. The fund reached its hard cap, receiving strong support from new and returning investors. PSGE III surpasses its €2.6 billion predecessor fund, which held its final clos
