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CHICAGO--(BUSINESS WIRE)--Leading advisory, tax and assurance firm Baker Tilly has launched BT Renewable Energy Tax Credit Fund I, LLC, designed to facilitate the transfer of renewable energy tax credits between buyers and sellers. This fund provides businesses and high-net-worth individuals with efficient options to offset tax liabilities while helping renewable energy developers monetize tax credits to fund future projects. The fund leverages expanded clean energy tax incentives under the Inf

DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, has acquired the assets of Sweeney Kovar, LLP, a wealth management and accounting firm affiliated with Avantax for nearly 25 years. Founded in 1984 by veteran financial professionals Kevin M. Sweeney, CPA, PFS, and Joseph C. Kovar, CPA, PFS, the firm’s wealth management business had approximately $180 million in assets under administra

TOPEKA, Kan.--(BUSINESS WIRE)--Capitol Federal Financial, Inc.® Announces Quarterly Dividend

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that SageSpring Wealth Partners has joined its industry-leading platform of technology-driven wealth management tools and services. SageSpring was founded in 2002 and is comprised of more than 45 advisor teams who manage approximately $6.4 billion for more than 10,000 individual clients. The firm has nine offices across Tennessee, Alabama, Texas, Nebraska, and Iowa, with plans to expand further. SageSpring was pre

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--BusyKid is thrilled to announce that it has been named a National Parenting Product Awards winner for 2025. It’s the fourth time the app has received this honor (2018, 2020 and 2022). For over 30 years, the National Parenting Product Awards (NAPPA) has been ensuring that parents purchase the highest quality products that help them connect and enjoy time with their families. Consumers looking for high-quality products and services can rest assured when they se

DALLAS--(BUSINESS WIRE)-- #DTCC--Hexure integrates with DTCC’s Producer Authorization to reduce can-sell check NIGOs while enhancing operational efficiencies and sales experiences.

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work announced a series of technology enhancements that continue to deliver automation and intuitive user experiences across its range of workplace benefits platforms—including equity compensation, retirement and executive services, as well as savings and giving programs. Together, Morgan Stanley at Work platforms Equity Edge Online® (EEO) and Shareworks serve roughly 40% of the S&P 500 in the US.1 Similar to Shareworks, EEO clients can now: Cust

CLEVELAND--(BUSINESS WIRE)--The Shamrock Companies has transitioned to an Employee Stock Ownership Plan (ESOP), maintaining its existing structure while changing its ownership model, marking a pivotal moment in its history. Founder and majority shareholder Bob Troop has transferred his shares to the ESOP and will continue to serve as chairman of the board. The full-service marketing solutions company is now entirely employee-owned, with its committed team members proudly holding a stake in the

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #CFTC--CellTrust today reaffirms the company received Ex Parte Reexamination Certificates from the U.S. Patent and Trademark Office in August 2024, thus successfully defending the challenges to the original CellTrust patent claims and confirming the patentability of the new CellTrust patent claims. “Since it was founded, CellTrust has invested significantly to patent and protect its inventions. As an inventor and as the co-founder of CellTrust, we will continue to p

LOWELL, Mass. & WESTON, Fla.--(BUSINESS WIRE)--UKG, a leading provider of HR, payroll, workforce management, and culture solutions, was once again ranked the highest in the 2024 Gartner® Critical Capabilities for Cloud HCM Suites for 1,000+ Employee Enterprises in the North American Midmarket Use Case for its UKG Pro® HCM suite. This is the ninth year UKG has been ranked #1 in this Use Case. Gartner delivers actionable, objective insight to executives and their teams. Their expert guidance and

LOS ANGELES--(BUSINESS WIRE)-- #gaming--Featuring over a dozen personalized data points, the Overwatch® recap videos powered by Idomoo sparked high engagement among players.

MILWAUKEE--(BUSINESS WIRE)--Lowe Group announced a new brand showcasing its role in raising awareness for asset managers, ETF issuers, wealth managers and wealthtech firms.

JERSEY CITY, N.J.--(BUSINESS WIRE)--Deaglo, an emerging FinTech company providing foreign exchange solutions, announced that its platform will now be available to financial institutions as a white label solution. This new FX solution, the first of its kind, utilizes dynamic AI and real-time data integration to optimize and explain FX risk and hedging strategies to enhance decision-making and reduce costs for Financial Institutions and their clients. “The motivation behind creating Deaglo’s whit

TAMPA, Fla.--(BUSINESS WIRE)--MSI™, one of the largest independent managing general agencies (MGAs) in the United States, announced today its 10-year anniversary, marking a decade of commitment to finding specialized insurance solutions to important risks facing individuals and businesses. Founded in 2015, MSI has grown from a start-up offering fully digital renters insurance to a top three independent MGA offering more than 20 products and solutions across personal, commercial, and professiona

DALLAS--(BUSINESS WIRE)--Attorney Amy Witherite, a traffic safety expert whose firm specializes in motor vehicle accidents, says a lawsuit recently filed by Aurora Innovation raised concerns about the industry’s commitment to safely operating on our nation’s highways. Aurora, which plans to have driverless semi-trucks operating in Texas by April, is suing the U.S. Department of Transportation over safety regulations it would be required to implement. There is a commonsense rule that truck drive

ALPHARETTA, Ga.--(BUSINESS WIRE)-- #atriumhospitality--Atrium Hospitality supports more than 500 management-level internal promotions and new hires in 2024.

BOSTON--(BUSINESS WIRE)--Accession Risk Management Group, parent brand of Risk Strategies and One80 Intermediaries, today announced the promotion of Jorden Zanazzi to Chief Legal Officer. In this role, he will oversee all legal, regulatory, and compliance matters for Accession and its family of companies. As Chief Legal Officer, Zanazzi will lead the Legal & Compliance team at Accession, overseeing mergers and acquisitions (M&A) securities, litigation, governance, intellectual property,

MUNICH & CHICAGO--(BUSINESS WIRE)-- #AI--Pricefx, the global leader in AI-powered SaaS pricing software, today announced the release of version 14.0 of its award-winning pricing platform. The new version, Caribou Lou, brings new AI innovation to the price management, optimization and CPQ platform and helps customers better understand and improve their pricing strategies. Building on its previous PricingAI capabilities, Caribou Lou 14.0 includes the Pricefx Copilot, which uses a conversational chat-li

ATLANTA--(BUSINESS WIRE)--Morris, Manning & Martin today announced a partnership with Westside Future Fund (WFF) as part of the firm’s MMMPact corporate social responsibility initiative. The collaboration underscores Morris Manning’s commitment to fostering resilient communities and supporting impactful organizations that drive positive change in the neighborhoods they serve. WFF is committed to the revitalization of Atlanta’s historic Westside neighborhoods through housing affordability pr

OLDWICK, N.J.--(BUSINESS WIRE)--AM Best will host a complimentary webinar titled, “Claims Litigation in the Automated World,” sponsored by Rathbone Group, LLC, on Feb. 18, 2025, at 2:00 p.m. (EST). In this webinar, a panel of attorneys will examine where claims are expected, how they can be investigated and what steps insurers can take to support litigation defense. Register now. Panelists include: Rebecca W. Wright, Esq., managing partner, Rathbone Group, LLC Jason Sullivan, member partner, Ra