Lunr Capital Expands Loan Portfolio Ninefold Through LoanPro-Powered Automation

Lunr Capital Achieves Ninefold Loan Portfolio Growth After Modernizing Lending Operations with LoanPro As consumer brands continue expanding into major retail chains across the United States, access to flexible financing has become increasingly important for businesses navigating the challenges of…

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Board Greenlights Enhanced Oversight Structure for First Trust Active Global Quality Income ETF

First Trust Active Global Quality Income ETF Seeks Shareholder Approval for New Sub-Advisory Agreement and Enhanced Management Structure Amid Janus Henderson Ownership Transition First Trust Advisors L.P. (FTA), investment advisor to the First Trust Active Global Quality Income ETF (AGQI),…

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Wolters Kluwer Executive Cathy Rowe Explores the Future of AI-Powered Accounting at AICPA ENGAGE

Wolters Kluwer Highlights AI-Driven Transformation Reshaping the Future of the Accounting Profession at AICPA ENGAGE 2026 The accounting profession is entering a new era defined by artificial intelligence, intelligent automation, and increasingly sophisticated digital workflows. That was the central message…

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RFG Advisory Enhances Wealth Management Platform Through Strategic Partnership with iCapital

RFG Advisory Expands Access to Alternative Investments and Structured Solutions Through Strategic Partnership with iCapital RFG Advisory, a rapidly growing wealth management platform dedicated to helping independent financial advisors build and scale their businesses without sacrificing flexibility or independence, has…

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Jackson Introduces Innovative Registered Index-Linked Annuity with Long-Term Rate Guarantees

Jackson Expands Retirement Planning Solutions with New Registered Index-Linked Annuities, Dow Jones Index Access, and Enhanced Guaranteed Benefits Jackson National Life Insurance Company, the primary operating subsidiary of Jackson Financial Inc., has introduced two new registered index-linked annuity (RILA) products…

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Cardo AI Launches New Cash Flow Modeling Platform Featuring Live Bloomberg Rate Curves

Cardo AI Launches Advanced Cash Flow Modeling Platform for Asset-Based Finance Powered by Live Bloomberg Data Cardo AI has unveiled a new cash flow modeling platform designed specifically for the growing asset-based finance (ABF) and specialty finance markets, marking a…

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RedBlack Secures Place Among Finalists in WealthManagement.com’s 2026 WealthTech Awards

RedBlack Earns Finalist Recognition in 2026 WealthManagement.com Industry Awards for Rebalancing Technology Innovation RedBlack, a leading provider of wealth management technology and managed services solutions, has been named a finalist in the Technology Provider – Rebalancing category of the 2026…

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Republic Bank Unites Communities for Its Sixth Annual Juneteenth Celebration

Republic Bank’s Sixth Annual Juneteenth Celebration Strengthens Community Connections Through Culture, Wellness, and Inclusion Republic Bank & Trust Company recently welcomed hundreds of community members, local organizations, entrepreneurs, and health advocates to its sixth annual Juneteenth celebration, an event designed…

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AmeriHome Correspondent Named the Nation’s No. 2 Mortgage Lender in Scotsman Guide’s 2026 Survey

AmeriHome Mortgage Earns Multiple Top Rankings in Scotsman Guide’s 2026 Top Mortgage Lenders List AmeriHome Mortgage Company, a subsidiary of Western Alliance Bank, has achieved significant recognition in the residential mortgage industry after earning several top positions in Scotsman Guide’s…

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State Street Broadens Investment Servicing Partnership with Principal Financial Group

State Street Expands Investment Servicing Partnership with Principal Financial Group to Support Growth and Operational Transformation State Street Corporation has strengthened its longstanding relationship with Principal Financial Group through an expanded investment servicing mandate that will see the global financial…

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