Principal® Appoints Joel Pitz as EVP and CFO
Pitz fills role previously held by Deanna Strable, President & CEO Principal Financial Group® announced the appointment of Joel Pitz as executive vice president and...
Category : Taxation, Financial Planning & Corporate Strategy
Longbridge Unveils Reverse Mortgage Feature to Preserve Heir Equity
New product feature helps older homeowners tap home equity while preserving wealth for heirs as 75% of Boomers plan to leave homes to family and...
Leumi Posts NIS 2.4B Q1 Profit, Continues Growth Strategy
Bank Leumi (TASE: LUMI) published today its financial statements for Q1 2025: Net income in the first quarter of 2025 amounted to NIS 2.4 billion ($646 million), compared...
Xlence Adds MetaTrader 5, Retains MetaTrader 4
Trusted by active traders throughout MENA and Asia, Xlence, the global CFD broker, added MetaTrader 5 (MT5) to every live and demo account in April 2025. The upgrade stands next...
AAM Partners with Wilshire to Expand Distribution of the WPAFX
Multi-strategy private markets fund provides investors with streamlined access to private equity, private credit, and real assets Advisors Asset Management (AAM), a leading investment solutions provider,...
Pat Miller Joins Praxis Solutions Advisory Council
Praxis Solutions, an AI consulting firm transforming the wealth and asset management industries, announced that Patrick Miller has joined its Advisory Council. A seasoned executive with more...
Meradia Expands North American Footprint with Launch of Canadian Entity
Meradia, LLC, a leading US-based management consultancy specializing in Investment Operations and Technology transformation, is pleased to announce the launch of its Canadian affiliate, Meradia Canada...
ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund
ROYC, the leading provider of complete private markets operating systems, announces the structuring of a new access fund for Private Wealth launched in collaboration with...
Lincoln Financial Launches New Early Cash Value IUL Product
Lincoln WealthBuilderSMECV IUL is designed to protect clients’ financial obligations by prioritizing growing cash value without tying up significant capital Lincoln Financial announced the launch of Lincoln...
H Partners Exposes Harley-Davidson Board’s Secret Commitments
H Partners Management, LLC, one of the largest shareholders of Harley-Davidson, Inc., which beneficially owns approximately 9.3% of the outstanding shares of the Company, commented...
Hims & Hers Prices $870M Convertible Notes for Global Growth
Proceeds intended to support Hims & Hers’ global expansion through organic growth and strategic acquisitions, while also fueling deeper investment in AI, diagnostics, and personalized...
Partners Group Selects Northern Trust for Private Credit LTAF Support
Providing Fund Administration, Depositary and Banking Services for Partners Group’s First LTAF Northern Trust announces that it is providing Partners Group with fund administration, depositary, and...
F&G Annuities & Life Named Top Pension Risk Transfer Leader Again
$7 Billion of Cumulative Sales Provides Meaningful Diversification and Scale Benefits F&G Annuities & Life, Inc., a leading provider of insurance solutions serving retail annuity and...
The Pearl Fund Launches $500M Bitcoin Fund with No Taxes
Nation’s First Tax-Free Bitcoin Fund Combines Opportunity Zone Benefits with Bitcoin’s Significant Growth Potential The Pearl Fund, a pioneering investment firm that launched the nation’s...
FVCbank Promotes Jennifer Deacon & Michael G. Nassy to Exec Roles
FVCbank, a leading commercial bank in the Washington, D.C. metropolitan area, is pleased to announce the promotion of two key members of its executive leadership...