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On the Heels of Global Expansion, Former NatWest CEO Alison Rose, IDB Chairman Ilan Kaufthal and Former Chase CRO Marshall Lux Join ThetaRay Advisory Board
NEW YORK--(BUSINESS WIRE)-- #CognitiveAI--Dame Alison Rose, Ilan Kaufthal and Marshall Lux join ThetaRay’s Advisory Board, marking a shift in AI innovation for financial services.
Innovid Extends Outcomes Suite to Measure Purchase Impact at Scale, Taps Affinity Solutions as Launch Partner
NEW YORK--(BUSINESS WIRE)--Innovid extends outcomes suite to measure purchase impact at scale.
Millennial Women Lean Into Investing: They Start Earlier, Invest Across More Asset Classes and Carry Greater Confidence Than Previous Generations
WESTLAKE, Texas--(BUSINESS WIRE)--Millennial women are getting started with investing nearly a decade earlier than Boomer women, according to a new generational analysis of data from Charles Schwab’s 2025 Women Investors Survey. They are also investing in a broader and more complex range of asset classes, have greater confidence in their investment strategies, and are more likely to say they find investing fun and empowering than older generations. The survey of 1,200 American women investors w
Eclipse Private Wealth Management Welcomes Mitch Benedon, CFP® as Senior Wealth Advisor
RADNOR, Pa.--(BUSINESS WIRE)--Eclipse Private Wealth Management is pleased to announce that Mitchell Benedon, CFP® has joined the firm as a Senior Wealth Advisor. Mitch is a CERTIFIED FINANCIAL PLANNER® professional with a multifaceted background, including financial planning, estate planning, insurance, investments, tax planning, employee benefits, and retirement planning. “We’re thrilled to welcome Mitch to the Eclipse team,” said Joel R. Freedman, CFP®, CPWA®, Managing Director at Eclipse. “
Greenlight Survey Data Reveals Family Financial Wellness as a Growth Opportunity for Financial Institutions
ATLANTA--(BUSINESS WIRE)--Greenlight®, the fintech company that helps families navigate money and life together, today released new survey data revealing a significant opportunity for financial institutions to drive long-term growth and loyalty by prioritizing family financial wellness. In partnership with Researchscape, Greenlight surveyed parents and financial institutions to uncover the financial stress families currently face and how credit unions and banks can provide a meaningful solution
Commonwealth Welcomes $1.5 Billion Angelo Planning Group
WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Rochester, New York-based Angelo Planning Group (APG) to its network of independent advisors. Among APG’s 30 team members are 16 advisors, including founder and managing partner Ralph Angelo, and Registered Principal Todd Harris. Formerly with Osaic, the APG team reported advising on more than $1.5 billion in client ass
Two Zehl & Associates Cases Recognized Among Top Texas Verdicts for 2024 by ALM VerdictSearch
HOUSTON--(BUSINESS WIRE)--Zehl & Associates is being recognized by the ALM publication VerdictSearch for earning two of the largest truck accident settlements in Texas for the firm’s clients in 2024. The first of these cases – Baldish Kaur, et al. v. Oncor Electric Delivery Company NTU LLC, et al. – was settled in April 2024 for $37.5 million and is ranked third under the motor vehicle category for Texas. The case involved Shamsher Singh, a truck driver who was killed after an Oncor service
Fynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients
BOCA RATON, Fla.--(BUSINESS WIRE)--Fynancial, a leading mobile-first SaaS platform transforming the wealth management experience, today announced the official launch of Fyn, a first-of-its-kind Agentic AI assistant built exclusively for financial advisors. Fyn is designed to simplify day-to-day advisor workflows by combining firm data, client activity, and platform integrations into one intelligent command center. Advisors can ask Fyn to summarize meetings, surface client-specific opportunities
Vudoo Research: More Than Half of US Marketers Say Commerce Media Improves Campaign Results
NEW YORK--(BUSINESS WIRE)--Charting the collapse of the traditional funnel and the rise of real-time, shoppable media experiences driving performance.
13th Annual Cvent Excellence Awards Celebrates Innovation and Impact Across the Meetings and Events Industry
SAN ANTONIO--(BUSINESS WIRE)-- #MarTech--The Cvent Excellence Awards program spotlights hotels & destinations, and global-leading organizations that leverage Cvent technology to drive success
Growing Retirement Workforce Amidst Mounting Economic Uncertainty
GLOUCESTER, Mass.--(BUSINESS WIRE)--HireClix, a leading recruitment marketing services company, today announced the findings of its first State of Retirement and Today’s Workforce survey, revealing how U.S. workers are evolving their workplace plans as they near retirement age. The data highlights top concerns and evolving workforce trends as employees of all ages, from Boomers to Gen Z, take a realistic look at their futures, with flexible, strategic workforce options such as “Flextirement” ga
Roku and Dentsu Reveal Key Insights for Shoppable TV Advertising Success
SAN JOSE, Calif.--(BUSINESS WIRE)--Today Roku, Inc. (NASDAQ: ROKU), the #1 TV streaming platform in the U.S.*, and Dentsu are revealing new findings from a study looking at how consumers engage with shoppable TV. As streaming becomes the dominant mode of TV consumption, advertisers are reimagining what’s possible with shoppable TV and how to best engage with consumers. Key insights from the research show that consumers are increasingly open to shopping directly from their TV screens, and what u
Ibotta Strengthens Senior Revenue Leadership to Supercharge Sales Strategy
DENVER--(BUSINESS WIRE)--Ibotta, Inc. (NYSE: IBTA), which operates the largest digital promotions network in North America, today announced the strategic expansion of its senior sales leadership team with the appointments of David Parisi as Senior Vice President of Client Partnerships and Chris Boyd as Senior Vice President of Business Marketing. The key hires underscore Ibotta’s commitment to advancing its go-to-market strategy and establishing Ibotta as the first full-service performance mark
Regions Wealth Management Receives Two Top Industry Awards
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Regions Bank on Wednesday announced its Wealth Management division has received two top industry honors from Global Private Banker’s 2025 Global Private Banking Innovation Awards. Best Trust Services by a Private Bank: For more than 100 years, Regions Wealth Management and its predecessor banks have provided advice, guidance and a collection of tailored trust solutions to meet clients’ financial goals. Regions trust advisors provide estate planning, wealth tra
Amy Shore Elected to Crawford & Company® Board of Directors
ATLANTA--(BUSINESS WIRE)--Crawford & Company® (NYSE: CRD-A and CRD-B) is pleased to announce the appointment of Amy Shore, CPCU, CLU, as an independent director, effective June 6, 2025. A seasoned C-suite executive with over 30 years of leadership experience in the financial services industry, Shore brings a wealth of expertise in business transformation, customer experience and operational excellence. As chief transformation officer at Nationwide Insurance, Shore led enterprise-wide initia
Wells Fargo Investment Institute: It's Time to Build Resilience and Capitalize on Opportunities
SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo Investment Institute (WFII) today released its “Midyear Outlook report: Opportunities amid uneven terrain.” The first half of 2025 delivered some of the most stunning and rapid policy changes of the past 80 years. This midyear report assesses the changes since the release of WFII’s 2025 Outlook in December and highlights the potential risks and opportunities that may lie ahead. The report includes specific ideas to build portfolio diversification and
CSG Systems International to Hold Second Quarter 2025 Earnings Conference Call on August 6
DENVER--(BUSINESS WIRE)--CSG® (NASDAQ: CSGS) invites you to participate in a conference call on Wednesday, August 6, 2025, at 5:00 p.m. ET to discuss the company's second quarter earnings results. The conference call will feature CSG president and chief executive officer Brian Shepherd and CSG chief financial officer Hai Tran. To reach the conference, call 1-888-672-2415 and use the passcode 5866401. Click here to join a webcast of CSG’s earnings call in live or archived format. About CSG CSG e
Vivo Capital Issues Letter to Sinovac Biotech Shareholders Addressing the Company’s False and Misleading Claims
PALO ALTO, Calif.--(BUSINESS WIRE)--Vivo Capital (“Vivo” or “we”), a leading global investment firm focused exclusively on healthcare and life sciences and an approximately 8% shareholder in Sinovac Biotech Ltd. (NASDAQ:SVA) (“Sinovac” or the “Company”), today sent a letter to shareholders. *** Dear Fellow Sinovac Shareholders, We, Vivo Capital (“Vivo”), write to you as fellow shareholders of Sinovac Biotech Ltd. (“Sinovac” or the “Company”) to address a number of statements in the April 29, 20
Cintas Corporation Named to Newsweek’s America’s Greatest Workplaces 2025
CINCINNATI--(BUSINESS WIRE)--This marks the third consecutive year that Cintas has been named to this list, achieved through fostering a workplace where careers can thrive.
HESTA to Invest in European Alternative Property Types with Heitman
MELBOURNE, Australia--(BUSINESS WIRE)--Heitman LLC (“Heitman”), a global real estate investment management firm, today announced an allocation from HESTA to invest in European alternative property types, including self-storage, student housing, residential, and health care. With over 1 million members and approximately AUD 93 billion of funds under management, HESTA is one of Australia’s largest superannuation funds dedicated to health and community services. This investment establishes Heitman