
Treasury Prime Partners with Greenlite to Introduce Compliance AI Solutions to Banks Nationwide
Treasury Prime, a leading provider of embedded banking software, has announced the addition of Greenlite to its Partner Marketplace. This collaboration allows banks within Treasury Prime’s network to streamline their anti-money laundering (AML) and risk management operations through automated workflows…

Horace Mann Expands Financial Wellness Support for Educators Through New Partnership with TransUnion
Horace Mann Educators Corporation (NYSE: HMN), the largest financial services company dedicated to supporting America’s educators, announced a new partnership with TransUnion (NYSE: TRU), a global information and insights provider. Through this collaboration, Horace Mann will leverage TransUnion’s consumer engagement…

Natixis Survey Reveals Financial Advisors’ Optimism Amid Upcoming Great Wealth Transfer
Financial advisors are managing a delicate balance between short-term economic risks and long-term demographic shifts as they strive to grow their assets and client base, according to the Natixis Investment Managers (IM) 2024 Survey of Financial Professionals. “Our portfolio consulting…

New ETF Offers Dual Exposure: 100% Bitcoin and 100% Gold in a Single Fund
With the launch of the STKD Bitcoin & Gold ETF (BTGD) today, investors can now access two scarce assets—bitcoin and gold—through a single investment vehicle. This ETF offers potential protection against inflation and currency debasement by combining the strengths of…

Alabama-Coushatta Tribe of Texas Housing Authority Awarded $150K Grant from FHLB Dallas and Austin Bank for Affordable Housing Initiatives
Representatives from the Federal Home Loan Bank of Dallas (FHLB Dallas) and Austin Bank presented a $150,000 grant from the Native American Housing Opportunities (NAHO) Fund to the Alabama-Coushatta Indian Housing Authority (ACIHA) during a ceremonial check celebration. This funding…

Bonaventure Multifamily Income Trust (BMIT®) Finalizes 1031 Exchange and Acquires Property in Alexandria, VA
Bonaventure, an integrated alternative asset manager specializing in the investment, development, construction, and management of multifamily communities across the Mid-Atlantic and Southeastern regions, has announced two significant transactions completed by Bonaventure Multifamily Income Trust (BMIT®). After its partial sale in…

Will Bryant of Quantalytix Elected to Board of Directors of the Association for Financial Technology
Quantalytix, a provider of cloud-based Enterprise Bank Management (EBM) software and an Enterprise Data Management (EDM) platform for financial institutions, announced that Will Bryant, its Chief Operating Officer (COO) and Co-founder, has been elected to the Board of Directors for…

Pivot Payables Partners with American Express Sync™
Pivot Payables Inc., a fintech company specializing in corporate financial operations solutions, has announced a new integration with American Express. This integration enables American Express® U.S. Business and Corporate Card Members to generate virtual Cards within PivotLynx, Pivot Payables’ accounting…

Church Pension Group Names Rev. Canon Arlette Benoit Joseph as Chief Church Relations Officer
The Church Pension Group (CPG), a financial services organization dedicated to serving The Episcopal Church, has announced the appointment of Rev. Canon Arlette Benoit Joseph as Executive Vice President and Chief Church Relations Officer (CCRO), effective upon the retirement of…

Kestra Holdings Announces Recapitalization and Renewed Partnership with Stone Point Capital
Kestra Holdings announced that funds managed by Stone Point Capital LLC, a leading private equity firm specializing in global financial services, have agreed to acquire a majority interest in Kestra Holdings’ parent partnership. Stone Point will replace Warburg Pincus LLC,…

Nathan Cherry Appointed Managing Director at Intrepid, Specializing in Upstream Investment Banking
Intrepid Financial Partners is excited to announce the appointment of Nathan Cherry as a Managing Director within its Investment Banking division, focusing on the Upstream energy sector. Nathan will be based in Houston. Nathan brings over 15 years of experience…

Milliman Analysis: Public Pension Funded Ratio Climbs to 82.8% in September Following Five Consecutive Months of Market Gains
Milliman Report: Public Pension Funded Ratio Rises to 82.8% in September After Five Consecutive Months of Market Gains Milliman, Inc., a leading global consulting and actuarial firm, has released the latest results of its Public Pension Funding Index (PPFI), analyzing…

