Financial Advisor Marketing Experts David DeCelle and Dan Allison Release New Book Establishing Definitive Playbook for Organic and Referral-Driven Growth Client acquisition and marketing expert David DeCelle and globally recognized referral authority Dan Allison announced the release of their new book, “Organic Growth Revolution:…
Radial Selects Riskified to Power Payment Fraud and Refund/Return Protection for Merchant Client Portfolio Riskified a leader in ecommerce fraud and risk intelligence, today announced a strategic partnership with Radial, a leading 3PL set to become Paxon later this year. Radial will…
Better Announces First Conversational Credit Decision Engine in ChatGPT with OpenAI Better.com the leading AI-native home finance platform today announced the launch of the first conversational credit decision engine for mortgages and home equity loans in ChatGPT with OpenAI. With…
Key Insights on Eaton Vance’s Managed Distribution Plan What do the latest distribution figures reveal about the financial health of Eaton Vance’s closed-end funds? Eaton Vance, a leading investment management firm, has released the estimated sources of February distributions for…
Real-Time, Fraud-Aware Verification for Secure Cross-Border Transactions In an era where instant payments and secure transactions are paramount, how can organizations ensure they meet both consumer expectations and regulatory demands? Socure, the AI-native platform for global identity and risk decisioning,…
Custom AI Agents to Transform Financial Workflows and Consumer Experiences How can mid-market businesses leverage AI to streamline operations and enhance decision-making? Intuit Inc. the global financial technology platform behind TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, and…
American Beacon Assumes Management of Top-Performing Fixed Income Funds In an era where fixed income strategies are increasingly vital, American Beacon Advisors, Inc. stands out as a seasoned provider of investment advisory services to both institutional and retail markets. Established…
Partnership to Drive Growth and Innovation in Nutraceutical Manufacturing In the rapidly evolving health and wellness market, where consumer demand for high-quality supplements is surging, Western Botanicals stands out as a premier contract development and manufacturing organization. Based in Spanish…
Strategic Move Bolsters Leadership and Positions Company for Future Growth In the rapidly evolving self-storage industry, where strategic leadership is paramount, SmartStop Self Storage REIT, Inc. stands out as a premier owner and operator of self-storage facilities in the United…
Partnership with Avantis Investors brings additional systematic investment solutions to Canadian and U.S. investors CIBC Asset Management Inc. today announced the launch of four new Avantis CIBC ETFs to its expanding suite of ETF offerings. Developed in collaboration with Avantis…
BSE (formerly Bombay Stock Exchange) Selects ITRS to Strengthen Real-Time Monitoring and Operational Resilience ITRS, a global provider of real-time IT observability solutions for financial services and other regulated industries, today announced a strategic partnership with the BSE (formerly Bombay…
Haig Partners Serves as the Exclusive Buy-side Advisor to Jarryd Carver on the Acquisition of Audi Gainesville From Warren Henry Automotive Group Haig Partners LLC, a leading buy-sell advisory firm to auto retailers, served as the exclusive buy-side advisor to…
