Category : BFSI

Mergers, Acquisitions & Market Dynamics

Echo Financial Expands Advisory Team Into Higher Education

Business Wire
by Business Wire040
Strategic expansion builds on Echo’s independent, fiduciary advisory model serving mission-driven institutions nationwide Echo Financial announced today the strategic expansion of its advisory platform into...
Taxation, Financial Planning & Corporate Strategy

Joby Aviation Plans Common Stock and Convertible Notes Offering

Business Wire
by Business Wire044
Joby Aviation, Inc., a company developing electric air taxis for commercial passenger service, today announced its intention to offer, subject to market and other conditions,...
Regulatory Compliance & Risk Management

Atrium Expands InsurX Partnership, Smart Follow GWP Tops $100M

Atrium
by Atrium044
Smart follow technology provider InsurX Limited today announces an expansion of its partnership with Atrium Underwriters Ltd, with Atrium’s Syndicate 609 set to participate on...
Regulatory Compliance & Risk Management

Euclid Releases Global RWI Claims Study

PR Newswire
by PR Newswire044
Third annual report from largest underwriter highlights key findings from more than $1 billion in claim payments including a rise in the severity of claims...
Financial Literacy, Education & SME Empowerment

Prizm Partners with Holistiplan for Insurance Reviews

PR Newswire
by PR Newswire044
Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables...
Sustainability, ESG & Corporate Responsibility

Higginbotham Adds New Wellness Option: Function Health

PR Newswire
by PR Newswire041
Sophisticated benefits advisor navigates the complex wellness marketplace to bring clients a vetted preventive screening platform Higginbotham, a broad-based, employee-owned insurance and financial services firm...
Economic Trends & Investment Insights

Egan-Jones Hosts 2nd Annual Private Credit Conference

PR Newswire
by PR Newswire037
Egan-Jones Ratings Company, a leading provider of private credit ratings, hosted its second annual Private Credit Conference, bringing together institutional investors and industry leaders to...
Mergers, Acquisitions & Market Dynamics

SUNRATE Acquires Payments Team for Global Acquiring Services

PR Newswire
by PR Newswire053
SUNRATE, the global payment and treasury management platform, today announced the acquisition of an experienced payments team with more than a decade of industry experience,...
Regulatory Compliance & Risk Management

Customers Bank Appoints Stephen Wyremski as Chief Operating Officer

Business Wire
by Business Wire043
Customers Bank, the over $24 billion subsidiary of Customers Bancorp (NYSE: CUBI), today announced the appointment of Steve Wyremski as Chief Operating Officer, effective January...
Mergers, Acquisitions & Market Dynamics

Community West Bancshares Board Member Suzanne Chadwick Retires

Business Wire
by Business Wire042
The Board of Directors (“Board”) of Community West Bancshares (“Company”) (NASDAQ: CWBC), the parent company of Community West Bank (“Bank”), announced today that Suzanne M....
Economic Trends & Investment Insights

Blue Vista Capital Expands Asia Pacific with Senior Hire

Business Wire
by Business Wire043
Blue Vista Capital Management, LLC (“Blue Vista”), a Chicago-based real estate investment management firm, today announced the appointment of Sei-Hyun Kwon as Head of Asia...
Taxation, Financial Planning & Corporate Strategy

Exchange Income Corp Completes Credit Facility Upsize

Business Wire
by Business Wire034
Enhanced liquidity to propel next phase of growth Exchange Income Corporation (TSX: EIF) (“EIC” or the “Corporation”) a diversified, acquisition-oriented company focused on opportunities in...
Consumer Behavior & Banking Engagement

XTransfer Accelerates Latin American Expansion at INTERMODA 2026

Business Wire
by Business Wire037
Empowering Global SMEs with Seamless Cross-Border Payment Solutions XTransfer, the world’s leading B2B cross-border trade payment platform, announced its strategic showcase at INTERMODA 2026 in Mexico, the...
Regulatory Compliance & Risk Management

Embedded Insurance Powers EV Leasing in Root & Admiral Pioneer Deal

Root
by Root038
Root Platform (Root), the API-first core platform for delegated authority business, is pleased to announce its collaboration with Admiral Pioneer and Octopus Electric Vehicles (Octopus...
Financial Literacy, Education & SME Empowerment

EverPeak Names Kathy Kranz President, Unveils Leadership Team

PR Newswire
by PR Newswire047
Backed by a 100-year legacy of Pinnacol Assurance, EverPeak pledges to be hardest-working solution for workers’ comp market EverPeak™ Insurance, a leading national workers’ compensation...