Wealth
FINNY Shifts to Outcome-Based Pricing for Wealth Management
FINNY is attempting to disrupt traditional wealth management software procurement by linking its revenue directly to advisor success. The AI-powered prospecting engine
Wealth
Barings Leads Credit Facilities for Investcorp's Berger Acquisition
Barings, a global alternative asset manager, has announced its role as the lead agent for senior secured credit facilities. This financing supports
Wealth
Hightower Acquires Valley Financial Group for $275M AUM
Hightower Advisors has announced that Valley Financial Group, an independent wealth management practice based in Ambler, Pennsylvania, will join Hightower Signature Wealth
Markets
Andersen Group Expands via Six Strategic Acquisitions
Andersen Group Inc. (NYSE: ANDG) has announced the acquisition of Andersen Mexico and five U.S.-based Andersen Consulting firms. This strategic
Wealth
Milliman PFI Funded Ratio Hits 25-Year High
The Milliman 100 Pension Funding Index (PFI) reported a significant surge in the funded status of the 100 largest U.S. corporate
Wealth
IHS Towers Completes Latin America Asset Sale
IHS Towers, a major global provider of shared communications infrastructure, has finalized the sale of its Latin American operations to Macquarie Asset
Wealth
Carlyle $600M Partnership Values Prime Capital at $1.8B
Prime Capital Financial has entered into a strategic partnership with the Global Credit platform of Carlyle (NASDAQ:CG) to support its long-term
Fintech
Operation HOPE Launches Juanita AI Financial Coach
Operation HOPE has officially launched "Juanita," an AI-powered financial wellness coach designed to provide on-demand, personalized guidance to low- and
Fintech
Decade Secures $85M Seed Round for AI Wealth Advisory
Decade, an AI-native wealth advisory company, has emerged from stealth mode with an $85 million seed round, marking the largest seed funding
Banking
FHLBank Chicago Expands MPF Habitat for Humanity Subsidy
FHLBank Chicago has increased the available subsidy for its Mortgage Partnership Finance (MPF) Habitat for Humanity Program to $3 million. This expansion,
Crypto
Securitize Capital Secures SEC Investment Adviser Registration
Securitize Corp. has announced that its subsidiary, Securitize Capital LLC, is now officially registered with the U.S. Securities and Exchange Commission
Wealth
UBS Expands Wealth Advice Center with Dallas Hub
UBS Wealth Management US has announced the opening of a new UBS Wealth Advice Center hub at 23Springs in Uptown Dallas. This
Wealth
Truist Appoints Shimna Sameer to Lead Wealth Management
Truist Financial Corporation (NYSE: TFC) has announced the appointment of Shimna Sameer as the new head of Truist Wealth. This leadership transition
Wealth
Systima Closes $153M Affordable Housing Securitization
Systima Capital Management has successfully completed a $153 million private-label securitization of tax-exempt affordable housing bonds. Issued through the Public Finance Authority
Markets
Orion Surpasses $6.6 Trillion in Assets with Denali AI Expansion
Orion has announced a significant milestone in its growth, surpassing $6.6 trillion in assets under administration, representing a 29% increase since
Wealth
Envestnet Launches Unified Wealth Trading Platform
Envestnet, a leading Adaptive WealthTech company, has announced the availability of Envestnet Wealth Trading, a redesigned end-to-end trading experience. This new platform
Wealth
Hong Kong New CIES Attracts 3,200 Applications
The Hong Kong Special Administrative Region Government's New Capital Investment Entrant Scheme (New CIES) has emerged as a significant channel
Insurance
Cheche Group Announces 35-for-1 Share Consolidation
Cheche Group Inc. (NASDAQ: CCG), a leading China-based auto insurance technology platform, has announced a significant 35-for-1 share consolidation of its Class
