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TurnPoint Wealth Takes Independent Flight with RFG Advisory

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #FinancialAdvice--RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the launch of TurnPoint Wealth (“TurnPoint”), building on strong first-quarter growth, with more than $500 million in new assets added. “The surge of growth we experienced in 2024 has carried into 2025,” said Abby Salameh, chief growth officer at RFG Advisory. “RFG is built to empower Advisors like Tyler—dr

Wolters Kluwer Releases First Quarter Data for Its Auto Finance Digital Transformation Index

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
NEW YORK--(BUSINESS WIRE)-- #autofinance--Adoption of digitized contracting and documentation workflows by auto retailers and their lending partners that foster back-office efficiencies saw an upward swing, according to analysis by Wolters Kluwer Compliance Solutions from its Q1 Auto Finance Digital Transformation Index. The four-year trend tracking digital adoption continues to show significant overall growth of 104.2% dating back to the first quarter of 2021. Propelled by strong enticements, high dealer inv

Uber Technologies, Inc. (UBER) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Uber Technologies, Inc. (“Uber” or the “Company”) (NYSE: UBER) investors concerning the Company’s possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN UBER TECHNOLOGIES, INC. (UBER), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights b

Michele C. Lee Joins Wilson Sonsini as General Counsel in Residence

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
SAN FRANCISCO--(BUSINESS WIRE)--Wilson Sonsini Goodrich & Rosati, the premier provider of legal services to technology, life sciences, and growth enterprises worldwide, announced today that Michele C. Lee, a recognized leader in complex litigation, global regulatory strategy, and executive counsel, has joined the firm as part of its General Counsel in Residence (GCIR) program. Lee has advised some of the world’s most prominent technology companies and recognized household names, earning a r

Serent Capital Invests in PlotBox to Accelerate Innovation in Deathcare Technology

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
AUSTIN, Texas & SAN FRANCISCO--(BUSINESS WIRE)--Serent Capital, a growth-focused private equity firm, announced today that it has made a strategic investment in PlotBox, a leading cloud-based provider of end-to-end cemetery, crematory, and funeral home management solutions. The partnership will help to fuel PlotBox’s expansion, drive continued innovation, and enhance customer outcomes across North America, the UK, Ireland, and APAC. Founded by Chief Executive Officer Sean McAllister and Chief C

Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced it has welcomed Turas Wealth Partners (Turas), a wealth management firm led by father-son duo John and Shea Marmion, to its platform. This move to independence represents a shared commitment to delivering highly tailored client service. Based just outside Columbus in Worthington, Ohio, Turas Wealth Partners was born out of a desire to

Affirm Expands Credit Reporting with TransUnion to All Pay-Over-Time Products

Lastest from Businesswire - Tue, 04/22/2025 - 11:20
SAN FRANCISCO & CHICAGO--(BUSINESS WIRE)--Affirm Holdings, Inc. (NASDAQ: AFRM), the payment network that empowers consumers and helps merchants drive growth, is expanding the credit reporting of its pay-over-time products to TransUnion (NYSE: TRU), the companies jointly announced today. All Affirm pay-over-time loans issued from May 1, 2025 onward, including Pay in 4 and longer-term monthly installments, will be reported to TransUnion. Consumers will see details about all Affirm transactions on

Absence and Productivity Specialist Yvonne Breiter Joins Alliant Insurance Services

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
IRVINE, Calif.--(BUSINESS WIRE)-- #AlliantInsurance--Yvonne Breiter has joined Alliant Insurance Services as First Vice President within its Employee Benefits Group. Breiter will leverage her experience in absence and productivity strategy to help clients design and implement time off solutions aligned with business objectives, compliance requirements, and broader market trends. She is based in Southern California. “Yvonne’s expertise in harmonizing leave policies, navigating complex compliance landscapes, and opt

Farmers & Merchants Bank of Long Beach Reports 2025 First Quarter Results

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
LONG BEACH, Calif.--(BUSINESS WIRE)--Farmers & Merchants Bank of Long Beach (“F&M” or the “Bank”) (OTCQX: FMBL) today reported financial results for the first quarter ended March 31, 2025. “I am proud of F&M’s results for the 2025 first quarter, which exhibited the Bank’s resiliency during an increasingly challenging and unsettled external environment,” said W. Henry Walker, Chief Executive Officer of F&M Bank. “Our performance benefited from F&M’s legacy of prudent fiscal m

Omniwire and NowutalkAI Partner to Launch the First AI Voice Personal Banker for Banks, Fintechs, and Credit Unions

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
NEW YORK--(BUSINESS WIRE)--Omniwire, Inc., a next-generation Banking-as-a-Service (BaaS) cloud-based platform, today announced a landmark partnership with NowutalkAI, Inc., licensing its patent-pending ‘Voice to Action’ technology to deliver the industry’s first AI Voice Personal Banker—a multilingual, conversational banking assistant available as a white-label solution for banks, fintechs, and credit unions. This strategic collaboration will position Omniwire at the forefront of AI innovation

New Book from AskMyBoard Founder, Scale Up Faster, Uncovers What the Fastest-Growing Bootstrapped Companies Do Differently—And Why Most Business Advice Falls Short

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
CLEVELAND--(BUSINESS WIRE)--Scale Up Faster; Secrets of the Quickest-Growing Bootstrapped Companies Available Immediately

Venture Guides Raises Fund II

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
BOSTON--(BUSINESS WIRE)--Venture Guides, a venture capital firm focused on active guiding and team-based investing in early-stage, infrastructure software companies, announced the closing of its second fund, totaling $262.5 million. This achievement comes during challenging economic times in venture capital fundraising, underscoring the firm's robust strategy, strong portfolio, and the confidence investors place in its differentiated approach. Venture Guides Fund II’s single closing was oversub

Breaking Open the Black Box: YCharts Introduces Transparent, Customizable Risk Profiles

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
CHICAGO--(BUSINESS WIRE)--YCharts introduces Risk Profiles, giving advisors a transparent, flexible way to align portfolio recommendations with client risk.

Glia Powers Seamless Mobile Banking Experience With Expanded CU*Answers App Integration

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
NEW YORK--(BUSINESS WIRE)--Glia, the leader in customer interaction technology, today announced the expanded availability of its Unified Interaction Management (UIM) platform through a new mobile app integration with CU*Answers. A trusted credit union service organization (CUSO), CU*Answers is harnessing Glia’s ChannelLess® platform to enhance its It’s Me 247 mobile banking app used by credit unions nationwide. “Traditional approaches to mobile banking force members to leave their app and switc

Digital Asset Industry Leaders to Launch Lynq, a Real-Time, Yield-Bearing Settlement Network for Institutional Clients

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
NEW YORK--(BUSINESS WIRE)--Arca Labs, Tassat Group, Inc. (“Tassat”), and tZERO Group, Inc. (“tZERO”) today announced the launch of Lynq, a real-time, yield-bearing settlement network powered by a tokenized treasury fund custodied at a special purpose broker-dealer. This announcement comes after more than a year of market engagement, platform development and the creation of the Arca Institutional U.S. Treasury Fund “TFND”, a tokenized treasury fund that issues shares as digital asset securities.

Arch Painting Named One of Boston Business Journal’s 2025 Best Places to Work

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
WOBURN, Mass.--(BUSINESS WIRE)-- #BBJBPTW--Arch Painting, the leading national provider of commercial and residential paint contracting services today announced it was named by The Boston Business Journal (the “BBJ”) as one of the 2025 Best Places to Work — the BBJ’s exclusive ranking of the Massachusetts companies that have built outstanding work environments for their people. The 100 companies honored in 2025 range in size and industry, with winners from the services sector, technology, retail, healthca

Pitney Bowes Announces Date for First Quarter 2025 Earnings Release and Conference Call

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
STAMFORD, Conn.--(BUSINESS WIRE)--Pitney Bowes Inc. (NYSE: PBI), a technology-driven company that provides SaaS shipping solutions, mailing innovation, and financial services to clients around the world, today announced that it will report first quarter 2025 earnings results after market close on Wednesday, May 7, 2025. The Company will host an investor conference call at 5:00 p.m. ET on the same day to review its results. This call and all supplemental information can be accessed on Pitney Bow

Delfi Labs Selects William Mills Agency for Public Relations Services

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
ATLANTA--(BUSINESS WIRE)--William Mills Agency, the nation’s leading fintech public relations and marketing firm, has been retained by Delfi Labs, a AI-native balance sheet decision engine platform for financial institutions of all sizes. Delfi has engaged the agency to enhance its public relations strategy and expand its market presence as an innovator in AI-powered automation, risk management and operational efficiency. Delfi leverages data analytics and true artificial intelligence to help f

Eagle Point Credit Company Inc. Increases Offering Amount of 7.00% Convertible Perpetual Preferred Stock to $200 Million

Lastest from Businesswire - Tue, 04/22/2025 - 08:20
GREENWICH, Conn.--(BUSINESS WIRE)---- $ECC--Eagle Point Credit Company Inc. (the “Company”) (NYSE: ECC) announced it has increased the continuous public offering of its 7.00% Series AA Convertible Perpetual Preferred Stock and 7.00% Series AB Convertible Perpetual Preferred Stock (collectively, the “Preferred Stock”) to up to 8,000,000 shares at a public offering price of $25 per share, for gross proceeds to the Company of $200 million. The Preferred Stock has a 7.00% annual dividend rate, paid monthly,

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