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Compound Planning Adds Tax Filing to Client Dashboard, Streamlining How Advisors Manage Wealth
NEW YORK--(BUSINESS WIRE)--Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options let clients manage their taxes directly from the Compound dashboard—whether they choose self-service or a guided digital experience through april, or full-service tax filing with a vetted CPA partner. Tax filing has historically been a fragmented process disconnected fro
CFP Board Launches Hall of Fame to Pay Tribute to Pioneers in Financial Planning
WASHINGTON--(BUSINESS WIRE)--CFP Board today announced the Financial Planning Hall of Fame, a prestigious new recognition program honoring visionary leaders whose groundbreaking accomplishments have transformed the profession, elevated its standards and enhanced its impact on society. The nomination period is open today through March 31, 2025. The Hall of Fame serves as a living tribute to those who have reimagined the possibilities of financial planning, championed the profession’s highest ide
Accenture Invests in Voltron Data to Help Organizations Use GPU Technology to Simplify Large-Scale Data Processing
NEW YORK & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Accenture announced an investment in Voltron Data.
Class Action Announcement VG: A Securities Fraud Class Action Lawsuit Was Filed Against Venture Global, Inc. (VG) - Contact Kessler Topaz Meltzer & Check, LLP
RADNOR, Pa.--(BUSINESS WIRE)-- #classaction--The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed against Venture Global, Inc. (“Venture”) (NYSE: VG) on behalf of those who purchased Venture common stock pursuant and/or traceable to Venture’s registration statement and prospectus (collectively, the “IPO Documents”) for its initial public offering held on or about January 24, 2025. The lead plaintiff deadline is April 18,
InvestCloud Announces Founding Partnership with Apollo Enabling Groundbreaking Private Markets Account™ Network for Integrated Management of Public and Private Markets Assets
LOS ANGELES--(BUSINESS WIRE)--InvestCloud, a global leader in wealth technology, today announced a founding partnership with Apollo (NYSE: APO) to activate the Private Markets Account Network (PMA Network), which was launched with the first-of-its-kind Private Markets Account (PMA) in December 2024. Only available from InvestCloud, the PMA combines public and private assets within a single, unified platform to enable a seamless wealth management experience for financial advisors and their clien
W. Capra Appoints Tony Miller as New Partner to Enhance M&A Services
CHICAGO--(BUSINESS WIRE)--Today, W. Capra, the premier end-to-end consulting and services business, announced the appointment of Tony Miller as Partner. Tony will focus primarily on the expansion of W. Capra’s M&A services. This news comes two months after W. Capra’s announcement of a new service offering dedicated to early-stage Mergers & Acquisitions for Convenience and Downstream Energy Retailing, spearheaded by Partner, Lisa Biggs. “Tony and I have worked together serving this indus
FHLBank Pittsburgh Announces Full Year and Fourth Quarter 2024 Operating Highlights
PITTSBURGH--(BUSINESS WIRE)--FHLBank Pittsburgh announced today unaudited financial results for the full year and fourth quarter ended December 31, 2024.
AM Best Revises Outlooks to Positive for Members of CapSpecialty Insurance Group
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has revised the outlooks to positive from stable and affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a+” (Excellent) of Capitol Indemnity Corporation (Middleton, WI), Capitol Specialty Insurance Corporation (Middleton, WI) and Platte River Insurance Company (Omaha, NE), collectively known as CapSpecialty Insurance Group (CapSpecialty). The Credit Ratings (ratings) reflect CapSpecialty’s b
Thryv to Participate in Upcoming Investor Conference
DALLAS--(BUSINESS WIRE)--Thryv® Holdings, Inc.(NASDAQ:THRY) (“Thryv'' or the “Company”), provider of the leading small business marketing and sales software platform, announced today that executive management will host 1:1 meetings at the following upcoming investor conference: The Citizens JMP Technology Conference Date: Monday, March 3rd, 2025 Fireside Presentation: 3:00 p.m. PT (5:00 p.m. CT) Location: The Ritz-Carlton, San Francisco, CA ABOUT THRYV Thryv Holdings, Inc. (NASDAQ:THRY) is the
OCC Welcomes J.P. Morgan Executive Michael Kurd to Board of Directors
CHICAGO--(BUSINESS WIRE)--OCC, the world's largest equity derivatives clearing organization, today announced the appointment of Michael Kurd, Managing Director, Head of Americas Prime Financial Services at J.P. Morgan, as a Member Director to its Board of Directors. Kurd brings with him more than 20 years of experience, primarily in equity derivatives trading. “We’re pleased to welcome Michael to our board as a Member Director,” said Craig Donohue, OCC Chairman. “His familiarity with our indust
Lighthouse Releases Second Annual State of AI in eDiscovery Benchmark Study
SEATTLE--(BUSINESS WIRE)--Lighthouse releases Second Annual State of AI in eDiscovery Benchmark Study, finding increased use and incremental gains in trust in the technology.
DriveWealth Expands Overnight Coverage to Include Multiple Venues to Support 24-hour Trading Cycle
NEW YORK--(BUSINESS WIRE)--DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, today announced the expansion of its overnight trading capabilities through a collaboration with OTC Markets Group Inc. (OTCQX: OTCM), an operator of regulated markets for U.S. equity securities. Set to roll out in March, this new offering will establish DriveWealth as a pioneer in multi-venue overnight trading, and meet increasing demand from retail and institutional investors. Lev
Kingswood Capital Management Completes Strategic Investment in Infotree Global Solutions, a Leading Provider of International Workforce Management Solutions
PLYMOUTH, Mich.--(BUSINESS WIRE)--Kingswood Capital Management, LP (together with its affiliates, “Kingswood”) announced today that it has completed a strategic investment in Infotree Global Solutions (“Infotree” or the “Company”), a leading provider of international workforce management solutions. Kingswood is making the investment alongside Infotree’s co-founders, Raman Sawhney and John McKimmy, who will remain significant shareholders in the Company post-closing. Founded in 2002, Infotree ha
EDS Launches Nexus: A Next-Generation Risk and Portfolio Management Solution
NEW YORK--(BUSINESS WIRE)-- #assetmanagement--EDS launched Nexus, a risk and portfolio management solution that integrates Factor Risk, Internal Research, and Performance Attribution workflows.
Runa Introduces Runa Assure: Proactive Security for Payout Protection
LONDON & NEW YORK--(BUSINESS WIRE)--Runa, the leading global fintech infrastructure for the next generation of payouts experiences, today announced the launch of Runa Assure, a security suite specifically built to fortify payout processes against threats of fraud, cyberattacks, and compliance risks. Runa Assure was purpose-built for instant payout methods, including gift cards, prepaid, and push-to-card, and now protects over two million unique recipients every month. Runa Assure’s compliance,
First American Data & Analytics Named One of the Most Innovative Technology Companies in the Mortgage and Real Estate Industries by HousingWire
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions, and a division of First American Financial Corporation (NYSE:FAF), announced today that it has been recognized by HousingWire as a 2025 Tech100™ winner in both the Mortgage and Real Estate categories. This is the fourth time the company has been named a Tech100 Mortgage winner and the fifth consecutive year it has been nam
Affirm and Shopify Take Multi-Year Partnership Global
SAN FRANCISCO--(BUSINESS WIRE)--Affirm (NASDAQ: AFRM), the payment network that empowers consumers and helps merchants drive growth, and Shopify, a provider of essential internet infrastructure for commerce, today announced an expanded global agreement. The renewed multi-year partnership cements Affirm’s position as the exclusive pay-over-time provider for Shop Pay Installments in the U.S. It also extends this exclusivity into Shopify’s home market of Canada and enables the partnership to conti
Safety Insurance Declares First Quarter 2025 Dividend and Timing of Year-End 2024 Results
BOSTON--(BUSINESS WIRE)--The Board of Directors of Safety Insurance Group, Inc. (NASDAQ:SAFT) today approved a $0.90 per share quarterly cash dividend on its issued and outstanding common stock payable on March 14, 2025 to shareholders of record at the close of business on March 3, 2025. Safety plans to announce its fourth quarter and year-end 2024 results on February 25, 2025, with its Annual Report on Form 10-K to be filed with the U.S. Securities and Exchange Commission no later than Februar
Emburse Signs Davis Polk as Enterprise Client to Power Firm’s Worldwide Expense Processing
DALLAS--(BUSINESS WIRE)--Emburse, whose innovative travel and expense solutions power forward-thinking organizations, has been chosen by Davis Polk and Wardwell LLP (Davis Polk) to provide an expense management solution for its global team of more than 2,000 professionals. Founded in 1849, Davis Polk is one of the largest and most prestigious law firms in the world. The firm has more than 1,000 lawyers in offices in key financial centers and political capitals across the globe. “We are pleased
Better.com Becomes the Fastest-Growing Digital Home Equity Lending Provider — Scales Home Equity Product Growth to $60M Per Month
NEW YORK--(BUSINESS WIRE)--Better Home & Finance Holding Company (NASDAQ: BETR) (“Better” or “Better.com” or “the Company”), the leading digital homeownership company, today announced record growth in its Home Equity Line of Credit (HELOC) and Home Equity Loan (HELOAN) business, scaling loan volume 400% from $15 million per month in January 2024 to $60 million per month by October 2024. This acceleration establishes Better as the fastest-growing digital home equity lender in the market. As