Focus Financial Partners Inc., a prominent interdependent partnership of wealth management, business management, and related financial services firms, has announced a significant expansion. Two of its network firms, Lake Street Advisors Group, LLC and Edge Capital Group, LLC, have entered…
Visio Financial Services Inc. (www.visiolending.com), recognized as the nation’s leading provider of investor-focused mortgage loans, has announced the appointment of Jenny Coupland as its new Chief Executive Officer (CEO). With a distinguished track record in both the financial and legal…
Mountaingate Capital Closes Oversubscribed Fund III at $570 Million Hard Cap, Reaches $1.4 Billion in Total Assets Under Management Mountaingate Capital, a prominent private equity firm based in Colorado, has announced the successful closing of its latest fund, Mountaingate Capital…
Trakker Apps: Revolutionizing Financial Management with Patented Technology Trakker Apps is transforming the landscape of financial management for businesses and banks through its innovative and patented Banking-as-a-Service (BaaS) fintech platform. By seamlessly integrating banking and accounting into a single, cloud-based…
Percent, a platform revolutionizing the private credit marketplace, has released its 2025 Private Credit Outlook, underscoring private credit as one of the most resilient and dynamic asset classes in global finance. With the market now approaching a remarkable $2 trillion…
Visions Federal Credit Union Celebrates Three Kings Day with a Financial Wellness Campaign In honor of Día de Reyes, or Three Kings Day, Visions Federal Credit Union has launched a culturally resonant campaign aimed at celebrating Hispanic traditions while empowering…
CI Financial Corp. (“CI” or the “Corporation”) (TSX: CIX) has announced the mailing of its management information circular and related materials for the upcoming special meeting of shareholders (the “Meeting”). The Meeting will allow shareholders to consider and vote on…
U.S. Middle Market Shows Continued Strength in Earnings and Revenue Growth Middle-market private companies in the Golub Capital Altman Index (GCAI) demonstrated robust financial health in the first two months of the fourth quarter of 2024, with earnings growing by…
Aperture Investors, a prominent alternative asset manager, recently announced the addition of Vladimir Lemin to lead its newly launched Structured Credit business. Lemin has been appointed as the Global Head of Structured Credit and will be supported by a team…
Credit Union Wealth Group (CUWG), a leading provider of wealth management programs and investment solutions for credit unions, has announced the launch of its innovative credit union investment management services. This new suite of managed bond products is specifically designed…
UBS Investment Bank has announced coupon payments for 9 ETRACS Exchange-Traded Notes (ETNs) traded on NYSE Arca and the expected coupon payments for 3 ETNs traded on NASDAQ. These notes, collectively referred to as “ETNs,” are linked to various underlying…
MAI Capital Management Acquires Garrison Asset Management: A Strategic Growth Move Introduction MAI Capital Management, LLC (“MAI”), a leading registered investment adviser renowned for its comprehensive investment and financial planning services tailored to high-net-worth individuals and families, has announced its…
