First Western Trust Appoints Jeff Miller as Scottsdale President
First Western Trust, a subsidiary of First Western Financial, Inc., announces the appointment of Jeff Miller as Scottsdale Market President. With more than 15 years...
Category : Taxation, Financial Planning & Corporate Strategy
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...
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...
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...
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,...
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...
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...
Centage CEO Challenges FP&A Industry’s AI Hype in CFO Leadership Op-Ed
Paul Lynch argues AI cannot replace strategic judgment in finance — and that most “AI-powered FP&A” is sophisticated automation dressed up in buzzwords Centage, a...
PE Deal Value Tops $1.2T in 2025: Cherry Bekaert’s Annual PE Industry Report
Cherry Bekaert (the Firm) has published its fifth annual year-end Private Equity (PE) Industry Report, detailing the market forces and strategic shifts that propelled private equity’s...
Tyton Partners Expands Partnership with Woolf, Lavelle, and Clary
The leadership team at Tyton Partners is delighted to announce the next phase of the firm’s growth with the election of Max Woolf, Matt Lavelle,...
F&G Annuities Joins Voya Platform, Expands Growth Solution Access
Distribution relationship introduces F&G’s fixed indexed annuities (FIAs), registered index-linked annuities (RILAs) and multi-year guaranteed annuities (MYGAs) product suite to Voya’s industry leading wealth solutions...
Reinsurance Group of America Prices Subordinated Debentures
Reinsurance Group of America, Incorporated that it has priced an aggregate principal amount of $400,000,000 of 6.375% Fixed-Rate Reset Subordinated Debentures due 2056 (the “2056...
DS Financial Launches Structured Superannuation Plans
DS Financial has introduced a range of superannuation plans, with a strong focus on accessing international markets rather than relying solely on domestic Australian investments. The...
Fidelis Insurance Group Expands Capital Strategy
Increases common share repurchase authorization, bringing the total current authorization to $400 million Announces quarterly dividend of $0.15 per common share payable March 27, 2026...
Chubb Names Scott Henck as Global Chief Actuary
Cynthia Bentley promoted to succeed Henck as North America Chief Actuary; Paul O’Connell to Retire Chubb Limited that Scott Henck, Executive Vice President and Chief...