Ameriprise Adds $100 Million Advisor with Resources for High-Net-Worth Clients
Q5 Wealth Management, a group of five financial advisors overseeing $1.5 billion in client assets across Houston and Beaumont, Texas, has expanded with the addition of Scott Guptill, CFA. The team transitioned to the independent channel of Ameriprise Financial, Inc.…
Sandbar and Greenlite Collaborate to Enhance AML Investigation Efficiency for Banks and Fintechs
Greenlite, a leading generative AI platform for banks and fintechs, has announced a strategic partnership with Sandbar, an advanced activity monitoring platform focused on anti-money laundering (AML). This collaboration will provide banks and fintechs with a suite of complementary technologies…
Eric Neveux and Graham Nix Appointed Senior Managing Directors at Evercore’s Financial Institutions Group
Evercore (NYSE: EVR) announced the appointment of Eric Neveux and Graham Nix as Senior Managing Directors within its Financial Institutions Group. Based in Chicago and New York, respectively, their hiring reflects Evercore’s continued investment in expanding its financial institutions advisory…
Western Union Launches Media Network for Global Brand Engagement
Western Union Launches Media Network to Help Brands Connect with Multicultural Audiences Western Union has unveiled a new business venture aimed at providing companies with a unique way to connect and engage with a diverse, multicultural audience of millions worldwide.…
Travelex Unveils Comprehensive ATM Technology Overhaul with NCR Atleos
Travelex, a leading brand in foreign exchange services, has announced a significant upgrade to its global ATM network, overhauling both hardware and software for its 600 ATMs across eight countries. This initiative introduces a suite of innovative features for Travelex…
Tradeweb and Tokyo Stock Exchange Partner to Enhance Liquidity in Japanese ETFs
Tradeweb Partners with Tokyo Stock Exchange to Enhance Access to Japanese ETF Liquidity New Collaboration Aims to Streamline Japanese ETF Trading for Institutional Investors Tradeweb Markets Inc. (Nasdaq: TW), a leading global operator of electronic trading platforms across rates, credit,…
Centana Growth Partners Acquires Majority Stake in First Connect Insurance Services from Hippo
Centana Growth Partners Acquires Majority Stake in Insurtech Platform First Connect Insurance Services Centana Growth Partners, a growth equity firm focused on the financial services sector, has announced the acquisition of a majority stake in First Connect Insurance Services, an…
Corebridge Financial Sets Pricing for Secondary Offering of Common Stock by AIG
Corebridge Financial Announces Pricing of Secondary Offering of Common Stock by AIG Corebridge Financial, Inc. (NYSE: CRBG) has announced the pricing of its previously disclosed secondary offering of common stock by American International Group, Inc. (NYSE: AIG). The offering is…
CVC Credit Launches Its Tenth CLO of the Year with $500M Apidos L (50)
CVC Credit Prices $500M Apidos L (50), Marking Tenth New CLO Issuance of the Year CVC Credit, the $45 billion global credit management arm of CVC, has announced the successful pricing of Apidos L (50), a new $500 million (€460…
Sallie Mae Marks Veterans Day with $50,000 Grant to Folds of Honor
In observance of Veterans Day, The Sallie Mae Fund has announced a $50,000 grant to Folds of Honor, further cementing its long-standing commitment to supporting military servicemembers and their families. This significant donation will provide vital scholarships for the children…
MSIM Introduces New Parametric Equity Plus Strategy to $3.3 Billion ETF Platform
Morgan Stanley Investment Management (MSIM) today introduced its newest exchange-traded fund (ETF), the Parametric Equity Plus ETF (Ticker: PEPS), which focuses on a US large-cap equity strategy. Since the launch of MSIM’s inaugural ETFs in 2023, the platform has expanded…
UBS Appoints Financial Advisor Anibal Drelichman in Washington, D.C.
UBS has announced the addition of Anibal Drelichman as a Financial Advisor in its Washington, D.C. office. With a wealth of experience in the financial services industry, Anibal and his team will operate within the UBS Philadelphia D.C. Wealth Management…