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CHEYENNE, Wyo.--(BUSINESS WIRE)--Payward, the parent company of global crypto platform Kraken and developer of the xStocks tokenized equities framework, and Franklin Templeton, a global investment manager and leader in digital asset innovation, today announced a strategic collaboration to bring traditional financial products onchain and expand their utility across digital asset markets. The program pairs Franklin Templeton’s global asset management and tokenization expertise with Payward's cryp

NEW YORK--(BUSINESS WIRE)--Coatue, a leading global investment firm known for its deep research-driven approach to technology investing, today announced that Coatue Innovative Strategies Fund (CTEK) is now available on CAIS, the leading alternative investment platform for financial advisors. The addition expands access to Coatue's public-private investment approach across the CAIS platform, which connects more than 62,000 financial advisors at over 2,000 wealth management firms to a curated ran

PLANO, Texas--(BUSINESS WIRE)--Argano, the world’s first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of Ascend, a leading provider of implementation, optimization, and managed services for UKG’s AI-led Workforce Operating Platform. Ascend represents Argano’s twelfth transaction since the inception of the transformational growth progr

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has partnered with TAVO Wealth (“TAVO”), providing strategic transition guidance and support as the team launched its independent practice. TAVO manages $1.2 billion in client assets and serves families across the country with sophisticated, customized financial and legacy planning. The partnership propels Concurrent to over $20 billion in AUM. Previously affiliated with Raymond James & Associates, seasoned adv

NEW YORK--(BUSINESS WIRE)---- $CHOW #CHOW--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against ChowChow Cloud International Holdings Limited (“ChowChow” or the “Company”) (NYSE American: CHOW) and reminds investors of the May 12, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania,

PALO ALTO, Calif.--(BUSINESS WIRE)--Chicago-based investment bank Republic Partners adopts Intapp DealCloud to standardize sell-side operations, unify deal and relationship management.

WAKEFIELD, Mass.--(BUSINESS WIRE)--Pulse works in the background, monitoring portfolio positions, SEC filings, market news, and client CRM data to identify when attention is needed.

PARSIPPANY, N.J.--(BUSINESS WIRE)-- #clientfirst--OnePoint BFG today announced that three of its advisory teams have been named to the 2026 5-Star Wealth Management Teams list by InvestmentNews.

BOSTON--(BUSINESS WIRE)-- #Independence--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), today announced that City Square Wealth Management (“City Square”) has joined the firm’s advisor network. Based in Charlestown, Massachusetts, City Square brings approximately $850 million in client assets and a 15-person team, including six advisors and nine support professionals. Built around ho

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #EmpoweringWealth--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Du Lac Wealth Services (“Du Lac Wealth”) has joined the firm. The Cary, North Carolina-based advisory team transitioned from LPL Financial and brings approximately $200 million in client assets. Du Lac Wealth is led by Managing Director James Mertens, CFA, a 20-year industry veteran, alongside Wealth Advisors Garrett Railsback, CFP®, and Kerry Go

SAN FRANCISCO--(BUSINESS WIRE)-- #AI--Zig.ai launches AI agents that replace lead gen, research and outreach giving every sales rep their own AI executive assistant team.

NEW YORK--(BUSINESS WIRE)--Greenboard, an AI-native platform for securities compliance now serving over 500 financial institutions, today announced it has raised $20 million in total funding, including a previously unannounced $15.5M Series A led by Base10 Partners. Other investors include Y Combinator, General Catalyst, Wayfinder Ventures, Commerce Ventures, Transpose Platform, Liquid2 Ventures, Kulveer Taggar and strategic industry investors. Alongside the funding, the company is launching Gr

DURANGO, Colo.--(BUSINESS WIRE)--Citizens State Bank, a locally owned community bank serving Western Colorado since 1913, today announced a partnership with Payman AI to bring agentic banking to its seven branch locations. The bank is deploying AI agents that go beyond simple automation, working alongside branch staff to handle internal operations, assist with teller workflows, and build toward a future where AI agents can initiate and complete financial transactions autonomously within bank-de

IRVINE, Calif.--(BUSINESS WIRE)-- #digitallending--MeridianLink today announced continued momentum for MeridianLink® Mortgage, its end-to-end mortgage lending platform.

NEW YORK--(BUSINESS WIRE)--Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announced the launch of Porterhouse, a new equity separately managed account (SMA) strategy developed in partnership with global investment leader Franklin Templeton. The strategy is available exclusively to Ritholtz clients and is designed to complement the firm’s core asset allocation models. Porterhouse, which is pow

PADUCAH, Ky.--(BUSINESS WIRE)--SURMOUNT, the industry-leading full-service net lease real estate advisory and investment platform, today announced that it arranged the sale of an 82,754-square-foot FedEx Ground distribution facility located at 2500 Eich Road in Paducah, Kentucky. SURMOUNT’s Rocco Driscoll and Anthony Bird represented the seller, a private investor, in the transaction. Following a nearly 17-year hold period, the seller elected to monetize the asset after strategically enhancing

NEW YORK--(BUSINESS WIRE)-- #DigitalInteractions--Commonwealth Credit Union Generated $246 Million in Loan Growth with Movemint’s Embedded Finance Platform

PONTIAC, Mich. & NEW YORK--(BUSINESS WIRE)-- #UWMC--UWM Holdings Corporation (“UWMC”) (NYSE: UWMC), today announced that Institutional Shareholder Services (“ISS”), a leading independent proxy advisory firm, has recommended that stockholders of Two Harbors Investment Corp. (“Two Harbors” or “TWO”) (NYSE: TWO) VOTE AGAINST the CrossCountry Mortgage (“CCM”) merger proposal at the upcoming special meeting on May 19, 2026, reaffirming the higher value of UWMC’s $12.50 or stock upside offer for stockholders

LAREDO, Texas--(BUSINESS WIRE)-- #CTPAT--Transportation solutions provider Transport Capacity Services adds former Uber Freight and Transplace executives to its board of directors

LAS VEGAS--(BUSINESS WIRE)--Small Business Growth Alliance (SBGA), an organization founded by small business owners and entrepreneurs, is highlighting the operational challenges that hinder small business growth across the country. Backed by years of experience supporting local businesses, SBGA emphasizes practical, systems-driven solutions to help owners navigate an increasingly complex business environment. As small businesses look to expand, many encounter common obstacles: disconnected syst