UBS Wealth Management USA has announced that Financial Advisor Jared Berault has joined the firm in Manchester, New Hampshire, where he manages over $400 million in client assets. He will be joined by Client Associate Fred Kline. “Jared and Fred…
SRM (Strategic Resource Management), a globally trusted advisory firm serving financial institutions, is pleased to announce the addition of Leanne Lange to its team. Lange will serve as Managing Director within SRM’s Banking and Payments practice, where she will lead…
Stonebriar Commercial Finance (“Stonebriar”), a leading provider of asset-based private credit solutions with $7.3 billion in assets under management, has announced the appointment of Nicholas Sandler as its new CEO. Sandler, who has served as the company’s president since June…
KBRA has announced the assignment of preliminary ratings to four classes of mortgage pass-through certificates from FREMF Series 2024-K757 and three classes from Freddie Mac’s structured pass-through certificates (SPCs), Series K-757. The FREMF 2024-K757 transaction amounts to $843.2 million and…
Vietnam Embedded Finance Business and Investment Opportunities Databook Now Available The “Vietnam Embedded Finance Business and Investment Opportunities Databook – 75+ KPIs on Embedded Lending, Insurance, Payment, and Wealth Segments – Q2 2024 Update” report is now available on ResearchAndMarkets.com.…
Representatives from the Federal Home Loan Bank of Dallas (FHLB Dallas) gathered with Prospera Housing Community Services (Prospera) and the Weslaco Chamber of Commerce to celebrate the grand opening of Weslaco Village Apartments. This project received significant support from a…
KBRA has assigned preliminary ratings to seven classes of Mortgage Participation Pass-Through Certificates from J.P. Morgan Mortgage Trust 2024-HE3 (JPMMT 2024-HE3), a $402.7 million residential mortgage-backed securities (RMBS) transaction. This transaction is sponsored by J.P. Morgan Mortgage Acquisition Corp. and…
Samuel A. Ramirez & Co., Inc. (“Ramirez & Co.”), a leading investment banking, brokerage, and advisory firm, has strengthened its national public finance team with the addition of three experienced professionals: Cordelia Mendez, Ayanna Louis-Charles, and Courtney Okezie. “The need…
Better Business Advice has released its review for September 2024, naming Lendio as the premier loan marketplace for small business lines of credit. Top Small Business Line of Credit Provider: Lendio – Click the link to explore and compare lenders…
Bayshore Mortgage Funding, LLC, along with New Castle Lending Partners and Mustache Mortgage, has introduced The Trade-In Mortgage™, powered by Calque. These experienced lending teams understand the unique challenges homeowners face when looking for their next property and have strategically…
Edelman Financial Engines (EFE), a leading independent wealth planning and workplace investment advisory firm, has released its latest Everyday Wealth in America report. For the third consecutive year, the report examines critical issues at the intersection of life and finances,…
Tearsheet has awarded Newline™ by Fifth Third the title of Best New Embedded Finance Platform as part of its 2024 Big Bank Theory Awards. These prestigious awards celebrate innovation in banking and embedded finance, recognizing the companies that are driving…
