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BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Audax Private Equity (“Audax” or “the firm”), a capital partner for middle and lower middle market companies, announced today it has agreed to the sale of CW Advisors, LLC (“CWA”), a registered investment advisor (RIA) managing $13.5 billion in fee-only client assets. Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is acquiring CWA. Terms of the deal are not disclosed. The transaction is expected to close in the third quarter su

OMAHA, Neb.--(BUSINESS WIRE)--Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the dates and location for Orion Ascent 2026, the financial industry’s signature wealthtech event. This flagship gathering will be held February 24-27, 2026, at the San Diego Marriott Marquis, overlooking the iconic San Diego Bay. The Orion Ascent 2026 theme, Relentless, will spotlight the fierce commitment and drive that

RESTON, Va.--(BUSINESS WIRE)-- #ITservices--GuidePoint Security has been named to Inc.’s Annual Best Workplaces List for the fifth time.

CHICAGO--(BUSINESS WIRE)-- #assetmanagement--In addition to providing custody services and institutional brokerage solutions, Northern Trust will manage part of Mereo’s fixed income portfolio.

NEW YORK--(BUSINESS WIRE)--BlackRock Advisors LLC (“BlackRock”) announced today that Glass Lewis, a leading independent proxy advisory firm, recommended that shareholders vote on the WHITE proxy card FOR all of the Board nominees of BlackRock ESG Allocation Term Trust (NYSE: ECAT) (the “Fund”) and AGAINST the proposal put forth by a dissident shareholder to terminate BlackRock as investment adviser ahead of the Fund’s annual meeting on June 26, 2025. In issuing its report, Glass Lewis rejected

NEW YORK--(BUSINESS WIRE)--Industrial Color announced today the launch of a dedicated AI department, bridging the gap between elevated creative production and cutting-edge technology. Driven by a team of production, creative, and technology experts, the strategic expansion builds upon the company's decades of experience delivering high production value content for global brands. A New Era of Creative Production The creative landscape is undergoing profound transformation as generative AI reshap

PHILADELPHIA--(BUSINESS WIRE)-- #Consulting--SolomonEdwards, a national professional services firm focused on solving critical business challenges for companies undergoing growth, change or compliance-driven events, today announced the acquisition of Pencek Advisors, a boutique consultancy specializing in private equity portfolio company transformation. The move formalizes an existing proven partnership and marks the official launch of SolomonEdwards’ Private Equity Services, a purpose-built platform to help

CHATTANOOGA, Tenn.--(BUSINESS WIRE)--SIGNiX and iPublish integrate to deliver enhanced security and efficiency to the media industry's document workflow processes.

RESTON, Va.--(BUSINESS WIRE)--Transaction Network Services (TNS) today announced new market data connectivity to MOON ATS™ and OTC Overnight, the after-hours equities trading venues from OTC Markets Group. These latest additions to TNS' expanding portfolio for 24x5 equities trading solutions underscore its ongoing commitment to providing access to emerging trading venues around the globe. MOON ATS offers access to securities listed on major exchanges during the overnight session. OTC Overnight

NEW YORK--(BUSINESS WIRE)--Extend, the leading AI-native document processing platform, today announced $17 million in seed and Series A funding. The round was led by Innovation Endeavors, with participation from Y Combinator, Homebrew, Character, and prominent angel investors including Scott Belsky (former CSO of Adobe) and Guillermo Rauch (CEO of Vercel). “We’ve seen remarkable momentum over the past year, and this funding allows us to double down on our mission of helping ambitious teams unlo

AUSTIN, Texas--(BUSINESS WIRE)--SurePoint Technologies, the leading provider of innovative legal software and intelligence solutions to mid-sized law firms, has announced SurePoint Ignite 2025, taking place September 7-10 at the University of Texas at Austin AT&T Hotel & Conference Center. SurePoint Ignite 2025 will bring together legal professionals for a dynamic, three-day event inspired by the energy of music—delivering practical insights, innovative solutions, and meaningful collabo

TULSA, Okla.--(BUSINESS WIRE)--Allegiant Wealth Advisors is proud to announce that it has officially launched as an independent SEC-registered investment advisory firm. Based in Tulsa, Allegiant is an independent investment advisory firm with $1 billion in assets under management. Allegiant provides comprehensive, tailored and integrated services to help clients simplify financial life, protect and grow wealth, and achieve peace of mind across every stage of life. The firm caters to successful

PASADENA, Calif.--(BUSINESS WIRE)-- #1031exchage--ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the launch of new Class D shares for its Essential Income REIT and the consolidation of its Class I, D, S, and A share classes in a single Private Placement Memorandum (PPM) along with the launch of a new consolidated webpage. These enhancements are designed to improve accessibility, streamline transactions, and expand availability across major custodial

SAN JOSE, Calif.--(BUSINESS WIRE)--AI and automation are reshaping business priorities, according to a new report from BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses. The 2025 BILL Report: Building the Future of Finance, which surveyed business owners and finance leaders, reveals that businesses across the country are increasingly turning to AI to help them improve cash flow, fight fraud, and adapt to economic uncertainty. “AI is a factor influencing

BOSTON--(BUSINESS WIRE)-- #BrandLoyalty--Matter debuts project-based PR programs for holiday gift guides, influencer campaigns, and press events to drive consumer brand visibility.

TAMPA, Fla.--(BUSINESS WIRE)--ReliaQuest is proud to announce it has been named to Inc.’s 2025 Best Workplaces, honoring companies that have built exceptional workplaces and world-class mindsets that support their teams and customers. “ReliaQuest is proud to again be named to Inc.’s Best Workplaces,” said ReliaQuest Founder and CEO Brian Murphy. “This is a testament to our talented teammates and customers around the world.” This year’s list, featured on Inc.com, is the result of comprehensive m

NEW YORK & SAN FRANCISCO & BOSTON--(BUSINESS WIRE)--VistaShares' Target 15™ Berkshire Select Income ETF (OMAH) has passed $250mm in assets, drawing investors with its annual income target of 15%.

NEW YORK--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI marketing cloud, today published a Forrester Consulting Opportunity Snapshot, “It’s Time to Get Serious About AI’s Business Value.” This study finds that while many marketing organizations have begun implementing AI, most are still in the early stages of building the data, skills and systems required to scale it effectively and realize its full enterprise potential. Business leaders are enthusiastic about AI’s potential and are taking

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR) today reported that on June 13, 2025, the company granted restricted stock units (RSUs) with respect to 10,290 shares of the company’s common stock to five newly hired employees. These grants were made pursuant to the company’s 2021 Inducement Equity Incentive Plan, were approved by the compensation committee of the board of directors pursuant to a delegation by the company’s board of directors, and were made as a material inducement t

MOUNTAINVIEW, Calif.--(BUSINESS WIRE)-- #CX--Bloomreach announces the return of its annual AI event for marketing and ecommerce, the Edge Summit.