ReSource Pro Empowers Insurance Carriers and MGAs with Premium Audit Solution
Introduction to Premium Audit Complete by ReSource Pro In a significant stride towards revolutionizing the insurance sector, ReSource Pro, a premier strategic operations partner for insurance organizations, has unveiled its latest innovation Premium Audit Complete. This groundbreaking solution is specifically…
Qount Secures Investment to Enhance AI-Powered Tax & Accounting Solutions
Savant Growth Fuels Qount’s AI-Driven Revolution in Accounting Practice Management with $17 Million Investment The landscape of accounting and tax practice management is undergoing a profound transformation, with AI-driven solutions paving the way for increased efficiency, automation, and enhanced service…
Savvy Wealth Hires David Weiner as Chief Growth Officer and Acquires $300M Universal Value Advisors Team
Savvy Wealth Expands Leadership and Onboards $300M Universal Value Advisors Team to Accelerate Growth Savvy Wealth Inc., a digital-first platform revolutionizing human financial advice, has appointed David Weiner as its Chief Growth Officer to bolster its leadership team and expand its footprint…
Q4 Mortgage Data: Arrears Rise as Borrowing Costs Increase
Pepper Advantage Reports 2.4% Rise in Residential Mortgage Arrears in Q4 2024 Amid Ongoing Financial Strains Pepper Advantage, a global leader in credit intelligence, has released its latest quarterly data, revealing that residential mortgage arrears in the UK experienced a…
Northern Trust Asset Management Grows Global Quantitative Investment Strategies Team
Northern Trust Asset Management Expands Global Quantitative Investment Strategies Team to Drive Innovation and Growth Northern Trust Asset Management (NTAM), one of the world’s leading global investment management firms with assets totaling US$1.3 trillion as of December 31, 2024, has…
Scienaptic & MDT Unleash AI-Powered Lending for Credit Unions
Scienaptic & MDT Unleash AI-Powered Lending for Credit Unions Scienaptic AI, a global leader in AI-driven credit underwriting solutions, has announced a strategic partnership with Member Driven Technologies (MDT), a premier provider of secure, innovative technology solutions for credit unions.…
Pacer ETFs Expands into Private Equity & Venture Capital with New ETF
Pacer ETFs Expands into Private Equity & Venture Capital with New ETF Pacer ETFs, a leading U.S. issuer in free cash flow ETFs, has announced the launch of its latest fund, the Pacer PE/VC ETF. This innovative exchange-traded fund (ETF)…
Canadian Pension Plans End 2024 Strong Despite Market Volatility
Canadian Pension Plans End 2024 Strong Despite Market Volatility Canadian pension plans demonstrated resilience amid market volatility in the fourth quarter of 2024, with the median plan gaining 1.5% in the quarter and delivering a strong 10.6% return for the…
Peter Shea Strengthens Seward & Kissel’s Investment Management Team as Partner
Peter Shea Joins Seward & Kissel as Partner in Investment Management Group Seward & Kissel LLP announced today that Peter Shea has joined the firm’s New York office as a partner in its Investment Management Group. His addition strengthens the…
Business Confidence Soars: Wells Fargo Reports 4-Year High
Wells Fargo Q4 2024 Commercial Business Sentiment Report: Optimism Reaches Highest Level in Four Years Wells Fargo has released its 2024 Q4 Commercial Business Sentiment Report in collaboration with Barlow Research Associates. The survey, conducted from November 15 to November…
Exchange Bank Welcomes Suzanne Knowlton as VP, Marketing & Community Relations
Exchange Bank Names Suzanne Knowlton VP of Marketing & Community Relations Exchange Bank has announced the appointment of Suzanne Knowlton as vice president and director of marketing and community relations. In her new role, Knowlton will oversee all marketing, communications,…
TradePMR Launches ‘RIA Reflections,’ an Inspiring Story-Sharing Platform for RIAs
TradePMR Launches ‘RIA Reflections,’ a Story-Sharing Platform for RIAs TradePMR, a leading provider of technology and custodial services for registered investment advisors (RIAs), has unveiled “RIA Reflections,” a pioneering platform in the wealth management industry dedicated to sharing personal stories…