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Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement
CHICAGO & PEORIA, Ill.--(BUSINESS WIRE)--YCharts, a leading investment research and client engagement platform, is thrilled to announce a strategic enterprise partnership with Midwestern Securities, a trusted partner to community banks and financial institutions. This collaboration provides Midwestern Securities’ advisors with full access to YCharts’ robust suite of tools and integrations, streamlining operations, enhancing client engagement, and enabling seamless portfolio management across th
WisdomTree Connect™ Now Offers 13 Tokenized Funds Across Ethereum, Arbitrum, Avalanche, Base and Optimism
NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced significant enhancements to WisdomTree Connect, the cutting-edge institutional platform designed to offer direct access to tokenized real world assets (RWA). WisdomTree Connect users can now access a full suite of 13 tokenized funds registered with the Securities and Exchange Commission under the Investment Company Act of 1940 – the largest collection of tokenized funds currently in the market,
MarginEdge Appoints Emma Whelan As Chief Financial Officer
ARLINGTON, Va.--(BUSINESS WIRE)--MarginEdge, the leading restaurant management and bill payment platform, announced the appointment of Emma Whelan to Chief Financial Officer (CFO). With almost two decades of financial leadership experience, Whelan will play a key role in MarginEdge’s next phase of growth as the company continues to scale. Most recently, Whelan served as SVP of Finance and Chief Accounting Officer at The Knot Worldwide (TKWW) and previously held financial and accounting leadersh
LegalShield Names Jaymee Johnson Chief Marketing Officer
ADA, Okla.--(BUSINESS WIRE)--LegalShield has hired Jaymee Johnson as chief marketing officer to lead the company's growth initiatives and expand its mission of providing affordable legal and identity theft protection to more North Americans. Johnson, a senior marketing executive with experience at Assurance IQ, T-Mobile and Amazon, will oversee brand strategy, performance marketing and ongoing member communications for the company. "Jaymee's data-driven marketing expertise, merchandizing skills
FlexTrade First Provider to Offer Goldman Sachs Order Status Updates via API
LONDON--(BUSINESS WIRE)--FlexTrade Systems (@FlexTrade), a global leader in multi-asset execution and order management systems, has today announced that Goldman Sachs' real-time Order Status Updates (OSUs) for algorithmic orders can be streamed directly into FlexTrade’s OEMS Order Blotter via a new proprietary API – fundamentally changing how Goldman Sachs delivers data to buy-side clients. The announcement is part of Goldman Sachs’ new suite of real-time alerting and data analytics offering, G
Younger Do-It-Yourself Investors in Canada Seek Human Financial Advice in Uncertain Economy, J.D. Power Finds
TORONTO--(BUSINESS WIRE)--J.D. Power: Younger Do-It-Yourself Investors in Canada Seek Human Financial Advice in Uncertain Economy
NextGen Growth Partners Announces Successful Exit from DAWGS
CHICAGO--(BUSINESS WIRE)-- #entrepreneurshipthroughacquisition--NextGen Growth Partners announces exit from DAWGS in sale to The Riverside Company. This transaction marks the first exit from NGP’s Fund II.
NewEdge Advisors Welcomes $1.4 Billion Destin Team
NEW ORLEANS--(BUSINESS WIRE)--NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today Krueger, Fosdyck, Brown, McCall & Associates, a team based in Destin, Florida, has joined the firm from Merrill Lynch, where they managed $1.4 billion in client assets. “We are delighted to welcome Krueger, Fosdyck, Brown, McCall & Associates to the growing network of seasoned professionals at NewEdge Advisors,” said Alex G
State Street Global Advisors Announces Strategic Partnership and Investment in Ethic
BOSTON--(BUSINESS WIRE)--State Street Global Advisors (SSGA), the asset management arm of State Street Corporation (NYSE: STT), today announced that it has made an equity investment in Ethic Inc. (Ethic), a technology-driven asset management platform that powers personalized, values-aligned, and tax-smart investing for financial intermediaries. SSGA and Ethic also announced a strategic partnership to deliver customized investment solutions at scale to SSGA’s institutional and financial intermed
Walker & Dunlop Named CoStar’s Top Sales Firm in 16 Markets
BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. was named CoStar’s Top Sales Firm in 16 markets across the country in its 2024 Power Broker Awards. In addition, 34 of the firm’s brokers were also recognized as the Top Sales Brokers in their respective regions. CoStar Group, a leading provider of commercial real estate information, analytics, and online marketplaces recently announced their annual awards, honoring professionals and firms that closed the highest transaction volumes in c
Will Home Prices Rise or Fall? Key Insights from the VeroFORECAST Q1 2025
SANTA ANA, Calif.--(BUSINESS WIRE)-- #Economy--The Veros Q1 2025 VeroFORECAST projects an average nationwide home price appreciation rate of 2.4% over the next 12 months, a modest decline.
Duco Launches Reconciliation Maturity Model: The Best Practice Automation Guide for Financial Reconciliation in 2025 and Beyond
LONDON--(BUSINESS WIRE)--Duco, the leading platform for enterprise data automation, has today launched its updated Reconciliation Maturity Model: the best practice guide to enable financial firms to benchmark their reconciliation function. Following the maturity model, an institution with 1000 controls can hope to save up to $37.9m annually by moving from purely manual processes to a continuously improving model powered by AI. The Reconciliation Maturity Model details five stages of maturity: m
KBRA Releases Research – European CLO Manager Style Comparisons: March 2025 Update
LONDON--(BUSINESS WIRE)-- #creditratingagency--Collateralised loan obligation (CLO) manager styles or approaches to investing in a pool of leveraged loans can vary significantly across managers. In the end, investors are best positioned to determine which manager’s approach best suits their needs. As part of KBRA’s series examining European CLO manager styles, this report provides an update to our April 2024 analysis, highlighting changes since our last publication and focusing on the differences between CLO manager
RWS & Canva: Showcasing the power of localization and innovation at Canva Create 2025
MAIDENHEAD, England--(BUSINESS WIRE)--As a long-term trusted partner to Canva, the all-in-one visual communication platform, RWS is thrilled to be named ‘Official Creative Localization Partner’ at next week’s Canva Create 2025 in Los Angeles. Since 2016 RWS has been a driving force behind Canva’s ambition to make design accessible to everyone, providing expert translation and localization services to enable customers across 190 markets to easily access Canva’s suite of online tools in their own
Thoughtworks Appoints Kaushik Sarkar as Regional Managing Director for Europe, Middle East and India
CHICAGO--(BUSINESS WIRE)--Thoughtworks, a global technology consultancy that integrates strategy, design and engineering to drive digital innovation, is pleased to announce the appointment of Kaushik Sarkar as the new Regional Managing Director for its Europe, Middle East and India (EMEI). “The Europe, Middle East and India region features a complex landscape with varied regulatory environments, cultural nuances and diverse digital maturity levels. Thoughtworks, with our AI-first, agile and hum
Open Finance Gains Traction in India, Finds CGAP and Sahamati
WASHINGTON & BENGALURU, India--(BUSINESS WIRE)-- #AA--A new national survey released today by CGAP finds that awareness and adoption of the Account Aggregator (AA) ecosystem—India’s version of open finance—continues to gain momentum. The 2024 survey was conducted among 1,860 individual smartphone users across India, in collaboration with Sahamati. It builds on the customer research commissioned by CGAP in late 2023 to assess awareness, understanding, and adoption of the AA ecosystem among consumers i
Ocampo Capital LLC Announces Successful Close of Ocampo Capital Fund I LP, an Early-Stage Consumer Venture Fund
PACIFIC PALISADES, Calif.--(BUSINESS WIRE)--Ocampo Capital LLC, an early-stage consumer-focused venture firm founded by long-time consumer executive Karl Bracken, today announced the successful final close of Ocampo Capital Fund I LP. The fund will focus on early-stage consumer brands and innovative companies shaping the future of commerce. Ocampo Capital Fund I thus far has made seven investments: Cohere Commerce, Persephone Biosciences, Semaine Health, Small Wonder, Zeya, Future Fans, and Edu
Glancy Prongay & Murray LLP Appointed Lead Counsel in Class Action Lawsuit Against Enphase Energy, Inc. (ENPH)
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray announces that partner Charles Linehan of GPM was recently appointed lead counsel in Hayes v. Enphase Energy, Inc., a securities class action on behalf of Enphase (NASDAQ: ENPH) investors. The case is pending in the United States District Court for the Northern District of California, before Judge James Donato, Case No. 24-cv-04249-JD.
Sei Foundation Establishes US Non-Profit Foundation and Opens New York Office To Fuel Adoption and Growth in America
NEW YORK--(BUSINESS WIRE)--Sei Foundation, the independent organization dedicated to the governance of the Sei protocol, the most performant Layer-1 blockchain, today announces the funding of a US non-profit focused on the growth and awareness of the Sei protocol and other open source software initiatives, the Sei Development Foundation. This new US-based Foundation will offer builders and developers robust support and resources, fueling ecosystem growth and helping position the US as a global
ICLR Investors Have Opportunity to Lead ICON Public Limited Company Securities Fraud Lawsuit with the Schall Law Firm
LOS ANGELES--(BUSINESS WIRE)--ICLR Investors Have Opportunity to Lead ICON Public Limited Company Securities Fraud Lawsuit with the Schall Law Firm