Wesleyan Impact Partners Names Rich Coffey as Director of Impact Growth
Rich Coffey Joins Wesleyan Impact Partners as Director of Impact Growth Wesleyan Impact Partners announces Rich Coffey as director of investor relations and impact growth. With over 20 years of experience in organizational growth, business strategy, operations, and financial management,…
AM Best Revises Outlooks to Negative for Forestry Mutual Insurance Company
AM Best Revises Forestry Mutual Insurance Company’s Outlook to Negative AM Best has revised the outlooks to negative from stable and affirmed the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Rating of “a-” (Excellent) of Forestry Mutual…
Compound Planning Launches Activity Monitor, the Foundation of Its AI-Powered Operating System for Financial Advisors
Compound Planning Launches Activity Monitor, the Foundation of Its AI-Powered Operating System for Financial Advisors Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of Activity Monitor – the centerpiece of…
WaFd Bank Secures SBA Preferred Lender Designation
WaFd Bank Receives SBA Preferred Lender Status Approval WaFd, Inc. (Nasdaq: WAFD) (the “Company”), parent company of Washington Federal Bank (“WaFd Bank”), today announced that it has been designated as a Preferred Lender with the U.S. Small Business Administration (“SBA”),…
Best’s Special Report: Latin America’s Issuer Credit Upgrades Outpaced Downgrades in 2024, Underpinned by Mature Markets
Latin American Credit Ratings Strengthened by Robust Market Fundamentals AM Best-rated insurers across Latin America experienced more Long-Term Issuer Credit Rating (Long-Term ICR) upgrades than downgrades in 2024, with the majority of those upgrades occurring in the region’s more mature…
State Street Investment Management and WNBA Announce Multi-Year Partnership
State Street Investment Management Forms Multi-Year Partnership with WNBA State Street Investment Management and the Women’s National Basketball Association (WNBA) today announced a multi-year partnership making State Street Investment Management and its SPY ETF the official investment management and exchange-traded fund (ETF) partner…
Citizens Expands Workforce Development Commitment to $20 Million
Citizens Pledges $20 Million Toward Workforce Development Expansion Citizens announced a new $20 million commitment over the next three years (2026 to 2028) to support workforce development programs and long-term economic growth. The investment builds on the successful delivery of…
Republic Bancorp, Inc. Among Top 25 in Bank Director’s Annual Ranking
Republic Bancorp, Inc. Named Among Top 25 in Bank Director’s Annual Ranking On the heels of receiving the Raymond James Community Bankers Cup for its 2024 performance, Republic Bancorp, Inc., the parent company of Republic Bank & Trust Company (“Republic” or the…
Cornerstone Capital Bank Prevails in Former Executive’s $140 Million Discrimination Lawsuit
Cornerstone Capital Bank Wins $140 Million Discrimination Lawsuit Filed by Former Executive A discrimination, retaliation, harassment and wrongful termination lawsuit filed by a former executive at Houston-based Cornerstone Capital Bank ended this week with the ex-employee dropping the lawsuit and…
Equitable Holdings, Inc. Announces Full Redemption of Its Series B Depositary Shares
Equitable Holdings, Inc. (“Holdings”) (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that on September 30, 2025 it will redeem all outstanding shares of depositary shares (the “Series B Depositary Shares”) each…
Voya Equity Closed End Funds Declare Distributions
Voya Investment Management, the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today the distributions on the common shares of five of its closed-end funds: Voya Global Advantage and Premium Opportunity Fund (NYSE: IGA), Voya Global Equity Dividend…
Corient Adds Northeast Financial Consultants, a Connecticut Multi-Family Office with $4.5 billion in Assets
Corient, one of the largest and fastest-growing national wealth advisors, announced the acquisition of Northeast Financial Consultants (“Northeast Financial”), a Connecticut-based registered investment advisor firm with $4.5 billion in assets under management. This will be Corient’s first location in Connecticut, enhancing its…