Global Insurtech Bolttech Secures Series C Funding Led by Dragon Fund to Support Ongoing Expansion
Bolttech Secures Over $100 Million in Series C Funding Led by Dragon Fund to Fuel Global Expansion Bolttech, the rapidly growing global insurtech, today announced that Dragon Fund, backed by Liquidity and MUFG, is leading its Series C funding round,…
GoldenTree Asset Management Completes $500 Million CLO Issuance Under GLM Strategy
GLM III, LP (“GLM III”) and its affiliated investment manager, GoldenTree Asset Management LP (together with other affiliated investment managers, “GoldenTree”), today announced the successful closing of a $500 million collateralized loan obligation (“CLO”) managed under the GLM strategy. With…
NEOS Investments Secures Strategic Investment from Aretex Capital and Tom Lydon
NEOS Investments LLC, a forward-thinking ETF issuer recognized for its tax-efficient income strategies, has announced that Aretex Capital Partners, along with ETF industry expert Tom Lydon, has acquired a minority interest in the company. “The NEOS team places a premium…
Schwab Asset Management Announces No Capital Gains Distributions for Schwab ETFs in 2024
Schwab Asset Management today announced that its Schwab Exchange-Traded Funds (ETFs) will have zero capital gains distributions for the year 2024. This marks a continuation of Schwab’s commitment to tax-efficient investing and reflects the firm’s efforts to manage the tax…
Brownlie & Braden Advisors Merges with Prairie Capital Management Group
Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, today announced that Brownlie & Braden Advisors, a Dallas-based partner firm, has merged with Prairie Capital Management Group, LLC, headquartered in Kansas City,…
Yearly Distributions Announced for CEE, EEA, and GF Funds
The Central and Eastern Europe Fund, Inc. (NYSE: CEE), The New Germany Fund, Inc. (NYSE: GF), and The European Equity Fund, Inc. (NYSE: EEA) (collectively, the “Funds”) have announced their 2024 yearly distribution details. The Boards of Directors for each…
Synovus Appoints Greg Montana to Board of Directors
Synovus Financial Corp. (NYSE: SNV) has announced the appointment of Greg Montana, former Executive Vice President and Chief Risk Officer at Fidelity National Information Services Inc. (FIS), to its board of directors. The appointment will be effective January 1, 2025,…
Kickfurther Welcomes Gregg Gordon as President and Chief Financial Officer
Kickfurther, the leading inventory funding platform for consumer packaged goods (CPG) companies, has announced the appointment of Gregg Gordon as its new President and Chief Financial Officer. Gordon, a seasoned executive with more than 25 years of leadership experience, joins…
Future Capital Collaborates with AssuredPartners Investment Advisors to Strengthen Retirement Plan Management
Future Capital, a tech-enabled registered investment advisor specializing in personalized retirement solutions, has announced a partnership with AssuredPartners Investment Advisors (APIA) to enhance retirement plan management for APIA’s financial professionals. APIA, an affiliate of AssuredPartners, brings national expertise in retirement…
Horizon Technology Finance Announces $10 Million Venture Loan Facility for Finexio
Horizon Technology Finance Corporation (NASDAQ: HRZN) (“Horizon” or the “Company”), an affiliate of Monroe Capital and a leading specialty finance company, announced it has provided a $10 million venture loan facility to OneNetwork, Inc., operating as Finexio. The initial funding…
American Business Bank Opens New Loan Production Office in San Diego, CA
AMERICAN BUSINESS BANK has announced the opening of its San Diego Regional Office, marking a significant step in the Bank’s growth across Southern California. The new Loan Production Office (LPO), located at 4727 Executive Drive, Suite 275, in San Diego,…
FHLB Dallas and Community 1st Bank Las Vegas Award $9K Grant to Las Vegas Arts Council
The Federal Home Loan Bank of Dallas (FHLB Dallas), in partnership with Community 1st Bank, has awarded a $9,000 Partnership Grant Program (PGP) to the Las Vegas Arts Council to support economic and artistic development in Las Vegas, New Mexico.…