Daybright Financial Debuts AI Tools in First Year Under New Brand
Company Also Named a Best Place to Work for Second Consecutive Year Daybright Financial, one of the nation’s largest independent, privately held benefits and retirement...
Category : BFSI
Mace Consult Launches as a Standalone Company
Mace Consult, a leading independent company focused on delivering impactful infrastructure and capital programs, today announced the successful completion of the majority private equity investment...
Mapfre Rebrands to Highlight Ongoing Company Transformation
The branding will align its external image with the transformation of recent years and enable stronger connections with broader audiences by conveying greater proximity. Mapfre...
Concorde Relocates Headquarters to Boca Raton, Florida
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today plans to relocate its corporate headquarters from Ann...
A-MAX Insurance Expands into Arizona Acquiring Best Buy Insurance
A-MAX Insurance today announced the acquisition of Best Buy Insurance, a well-established Arizona-based agency founded in 1996. This marks A-MAX’s first physical expansion into the...
NFP Establishes Group Captive Practice Acquiring Trinity Risk Advisors
Alan Wise, founder of Trinity Risk Advisors, will lead the P&C Group Captive practice NFP, an Aon company and leading property and casualty (P&C) broker...
NexPoint Announced the Launch of First Marina DST Offering
NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Marina DST, a Delaware statutory trust (“DST”) offering. The offering is backed by two established,...
Private Advisor Group Launches Fit to Serve Foundation
Foundation to Celebrate Its Mission with Inaugural Fit to Serve Golf Classic in April Private Advisor Group today formally announced the launch of Fit to Serve,...
W3LL Launches Broker Agency Cloud
New self-service system connects brokers to 100+ health plans while consolidating client management, compliance, and growth tools W3LL, a technology company that simplifies health insurance...
PlanMember Announces Newest Financial Center in East Providence, RI
PlanMember is pleased to announce WealthPlan Advisor Group in East Providence, Rhode Island, as its newest independent PlanMember Financial Center. WealthPlan was founded by Stephen...
Fund Proxy Reforms Would Save Funds and Investors Money and Time
New analysis of recent survey results from the Investment Company Institute (ICI) finds that the US fund proxy system is increasingly inefficient, expensive, and ineffective. The growing...
Sedgwick launches new future-ready property claims report
Sedgwick, the world’s leading risk and claims administration partner, has launched a new report focused on future-ready property claims: leveraging technology and AI for strategic advantage. The...
Belle Haven Investments Named PSN Top Guns “Manager of the Decade” Six Times
Belle Haven Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for...
Kennedy Funding Backs $1.12M Housing Purchase
Ethiopian borrower overcomes challenges of sourcing financing for real estate investment Kennedy Funding has closed a $1.12 million loan to finance the acquisition of a...
Prospera Financial Services Concludes Service Associate University 2026
Record engagement across three days of training, technology education and networking designed to fuel practice growth Prospera Financial Services, Inc. (“Prospera”), a wealth management firm...