Category Finance

Easterly Asset

Easterly Asset Management to Acquire Olstein Capital’s Fund Business

Easterly Asset Management to Acquire Olstein Capital Management’s Fund Management Business, Expanding Value Investing Capabilities Easterly Asset Management home to investment teams providing investors with a portfolio of solutions across alternatives, active equity, and active fixed income, today announced that it…

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David DeCelle

David DeCelle and Dan Allison Release New Book on Organic and Referral-Driven Growth for Financial Advisors

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:…

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Exhibit

Exhibit A Unveils Platform Updates, Evolving into a Custom-Branded Content Engine

Exhibit A Announces Platform Updates, Marking Evolution into Custom-Branded Content Engine Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context, is announcing new updates today. Launched by executives from Ritholtz Wealth Management (“Ritholtz”),…

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Newrez

Newrez Earns Top Honors in All Three Categories of Fannie Mae’s STAR Performer Program

Newrez Earns Fannie Mae STAR Performer Honors Across All Three Categories Newrez, a top five mortgage lender and servicer, today announced it has been named a 2025 Fannie Mae Servicer Total Achievement and Rewards™ (STAR™) Performer, marking its fourth consecutive year of…

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BNP Paribas

BNP Paribas Extends Support for Girls on the Run International Through Points for Change Initiative

BNP Paribas Continues Support of Girls on the Run International Through Points for Change Initiative Girls on the Run International, a nonprofit dedicated to empowering girls through movement and life-skills development, announced its continued partnership with BNP Paribas through the…

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Saba Capital

Saba Capital Management and Cox Capital Partners Announce Tender Offer for Starwood Real Estate Income Trust

Saba Capital and Cox Capital Partners Announce Commencement of Tender Offer for Shares of Starwood Real Estate Income Trust Saba Capital Management, L.P. today announced the commencement of a tender offer to purchase outstanding shares (“Shares”) of Starwood Real Estate…

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Webull

Webull Partners with Solidus Labs to Advance Next-Generation Trade Surveillance

Webull Partners with Solidus Labs to Power Next-Generation Trade Surveillance Webull an online investment platform, and Solidus Labs, the gold standard for crypto-native trade surveillance and risk monitoring, today announced a partnership to power Webull’s digital asset trade surveillance in the…

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Osaic

Osaic Welcomes $464M Gardner Wallace Financial Solutions via Advisory Resource Group

Osaic Welcomes $464 Million Gardner Wallace Financial Solutions Through Advisory Resource Group Osaic, Inc. one of the nation’s largest providers of wealth management strategies, today announced that Gardner Wallace Financial Solutions (“Gardner Wallace”) has joined the firm through Kurt Jonson’s Advisory Resource Group (“ARG”), an…

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CFES

CFES Launches Qualified Assessor Program to Strengthen Fintech Certifications

CFES Announces Qualified Assessor Program to Advance Fintech Certifications The Coalition for Financial Ecosystem Standards (CFES), an industry-led organization for banks, fintechs, and other companies that sets audit-ready standards that promote safety and soundness, today announced the launch of its Qualified Assessor…

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