
Citizens Expands San Francisco Commitment with Community and Economic Investments
Citizens Reinforces Long-Term Commitment to San Francisco Through Strategic Community and Economic Investments Citizens Financial Group has unveiled a comprehensive set of coordinated community and economic investments designed to deepen its long-term commitment to San Francisco as a dynamic center…

On Tap Credit Union Bolsters Leadership with New VP and Lending Director
Strengthening Leadership to Support Strategic Growth On Tap Credit Union has taken a significant step forward in reinforcing its leadership structure by appointing two experienced professionals to pivotal roles that directly influence member experience and organizational performance. These strategic additions…

Edelman Financial Engines Unveils Firmwide Planner Ownership Program
Transformational Expansion of Employee Ownership at Edelman Financial Engines Edelman Financial Engines has undertaken a landmark initiative to significantly expand employee ownership across its organization, marking a defining moment in its evolution as one of the largest independent financial planning…

Lincoln Bancorp and Lincoln Savings Bank Appoint Two New Board Members
Strategic Board Expansion Strengthens Governance at Lincoln Bancorp and Lincoln Savings Bank Lincoln Bancorp and its subsidiary, Lincoln Savings Bank, have taken a significant step in strengthening their governance framework and long-term strategic direction through the appointment of two seasoned…

Verdant Commercial Capital Hits $1B in 2025 Originations, Acquired by Axos Bank
A Landmark Year of Growth and Transformation for Verdant Commercial Capital Verdant Commercial Capital achieved a defining milestone in 2025 as it surpassed $1 billion in annual originations for the first time in its history while simultaneously completing a transformative…

Curated Cyber and ViClarity Launch Vendor Risk Solution for Financial Sector
Strategic Partnership Brings Modern Vendor Oversight to Community Financial Institutions Two prominent integrated risk management providers—ViClarity and Curated Cyber—have joined forces to introduce a transformative solution aimed at modernizing vendor oversight across the community financial services sectorThis collaboration addresses a…

Oksenholt Capital Urges Freddie Mac and Fannie Mae to Rejoin Major Exchange
Significant Expansion of GSE Holdings Reflects Strategic Conviction Oksenholt Capital Management LLC has disclosed that its affiliated investment vehicles collectively hold more than one million shares tied to Government-Sponsored Enterprise (GSE) securities, signaling a strong and calculated commitment to the…

Affinity Federal Credit Union Expands Greenlight Partnership to Deliver Multigenerational Financial Safety Solutions
A Strategic Expansion Focused on Modern Family Needs In an increasingly complex financial landscape, where families must balance day-to-day money management with long-term planning and personal safety, Affinity Federal Credit Union has taken a significant step forward by expanding its…

Agero to Acquire Urgently for $5.50 Per Share in Cash, Expanding Tech-Enabled Roadside Assistance Across Key Mobility Markets
Agero Enters into Agreement to Acquire Urgently, for $5.50 in Cash Per Share, Expanding Tech-Driven Roadside Assistance Across Automotive, Fleet, Rental, and Insurance Markets Agero, Inc., the leading white-label provider of digital driver assistance services and software for major automotive…

CBL Properties Secures Over $600 Million in Landmark Financing Deals
CBL Properties Announces Over $600 Million in Landmark Financing Transactions CBL Properties announced that it has successfully refinanced its existing $634 million term loan through two complementary financing transactions designed to strengthen its financial position and enhance future cash flow. As…

Blackstone Credit & Insurance Closed-End Funds Announce Monthly Distributions
Blackstone Credit & Insurance Closed-End Funds Declare Monthly Distributions Blackstone Inc. and its credit platform Blackstone Alternative Credit Advisors LP, through affiliate Blackstone Liquid Credit Strategies LLC, announced the declaration of monthly distributions for three listed closed-end funds it manages:…

AM Best Confirms Credit Ratings of Mereo Insurance Limited
The Rating Affirmation AM Best, a globally recognized credit rating agency specializing in the insurance industry, has affirmed the Financial Strength Rating (FSR) of A- (Excellent) and the Long-Term Issuer Credit Rating (ICR) of “a-” (Excellent) for Mereo Insurance Limited,…

