Nexo Becomes First Digital Wealth Partner of DP World Tour
Nexo, the premier digital assets wealth platform, has signed a three-year landmark partnership with the DP World Tour, becoming an Official Marketing Partner and the...
Category : Financial Advisory & Services
Odyssey to Sell Applied Technical Services to SGS for $1.3B
Odyssey Investment Partners, LLC (“Odyssey”) announced today that it has entered into a definitive agreement to sell its portfolio company Applied Technical Services, Inc. (“ATS”...
Morningstar Launches New Digital Destination to Empower UK Investors
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new UK digital investment research hub, designed to empower investors with...
Steward Partners Scores 11 on AdvisorHub’s 2025 ‘Advisors To Watch’
Industry Continues to Take Notice of Growing Independent Advisory Firm’s Talent Roster & Extensive Capabilities Steward Partners, a full-service, employee-owned, independent financial services firm, proudly...
New Heights for M&A Insurance Claims Payouts, Aon Study Reveals
Aon plc (NYSE: AON), a leading global professional services firm, today announced the latest edition of its Global Transaction Solutions Claims Study, informed by Aon’s proprietary claims...
ZEDRA Appoints Dean Blackburn as CEO
ZEDRA, a global specialist provider of Active Wealth, Corporate & Global Expansion, Funds and Pension & Incentives services, today announces the appointment of Dean Blackburn...
Patrick Funke & Associates Selects Commonwealth for Efficiency
The Phoenix-based practice lays the foundation for its next phase of growth, with a focus on retirement plans. Commonwealth Financial Network®, a national RIA dedicated...
Financial Center First CU Picks Scienaptic AI to Transform Lending
Scienaptic AI, a global leader in AI-powered credit underwriting, today announced that Financial Center First Credit Union (Financial Center), based in Indianapolis, IN, has chosen its platform...
Walker & Dunlop Secures $106M Financing for D.C. Luxury Apartments
Walker & Dunlop, Inc. announced today that it provided $106.3 million in financing for Agora, a Class A 334-unit high-rise multifamily asset in Washington, DC. Walker...
Ryan Named Top Professional Services Workplace in Canada Again
Ryan, a leading global tax services and software provider, has been named to the 2025 list of Best Workplaces™ in Professional Services in Canada. This marks...
Optifino Announces Two Key Additions to Leadership Team
Insurance and wealth management industry veterans Ventrice Lam and Mark Forman join as Optifino completes capital raise and exits stealth mode Optifino, the digital BGA radically simplifying the life...
VanEck Partners with Casa de Bolsa Finamex to Boost ETF Access in Mexico
VanEck partnership with Casa de Bolsa Finamex enhances ETF liquidity and investor access in Mexico, and underscores VanEck’s commitment to education, infrastructure and long-term growth...
Harvest Launches Apple Enhanced High Income Shares ETF on TSX
Harvest Portfolios Group Inc. (“Harvest”) is pleased to announce the completion of the initial offering of Class A Units of the Harvest Apple Enhanced High Income...
Guidehouse Adds Sourish Chaudhuri as Financial Services Growth Lead
Seasoned executive brings three decades of global experience in AI, digital transformation, and enterprise innovation Guidehouse, a global AI-led professional services firm, has added Sourish...
CIRA Certification Winners Announced by Insolvency Advisors Group
Rendering financial advisory services in the business turnaround, restructuring, and bankruptcy practice areas requires both special knowledge and extensive relevant experience. In 1992, the AIRA...