Fiserv Acquires Smith Consulting Group to Expand Advisory Services for Financial Institutions Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology, today announced it has acquired Smith Consulting Group (SCG), an operational consulting service utilized by…
KBRA Assigns Initial Ratings to APL Finance 2025-1 Transaction KBRA assigns preliminary ratings to the Class A Notes, Class B Notes, Class C Notes, and Class D Notes issued by APL Finance 2023-1 Designated Activity Company and APL Finance 2023-1…
Rockefeller Asset Management Celebrates One Year of Opportunistic Municipal Bond ETF with Strong Growth Rockefeller Asset Management (“Rockefeller”), the asset management division of Rockefeller Capital Management, celebrates the one-year anniversary of its municipal bond ETFs: Rockefeller Opportunistic Municipal Bond ETF (RMOP),…
Ameriprise Financial Celebrates 20 Advisors Recognized on Barron’s 2025 Top 100 List Ameriprise Financial, Inc. (NYSE: AMP) announced that 20 of the firm’s financial advisors have been recognized on Barron’s “Top 100 Independent Financial Advisors” ranking. Each year, Barron’s identifies the nation’s top 100…
Behavox Introduces Pathfinder Policy Manager to Drive Compliance Automation and Efficiency Behavox today announced the launch of Pathfinder Policy Manager, a breakthrough solution that eliminates policy lookup delays and compliance bottlenecks, allowing front-office teams to focus on what they do best:…
loanDepot Names Adam Saab as Executive Vice President of Servicing loanDepot, Inc. (NYSE: LDI) (together with its subsidiaries, “loanDepot” or the “Company”) today announced the appointment of Adam Saab as Executive Vice President of Servicing. With more than 25 years…
Dwight Raises Capital to Support $1 Billion in Nationwide Multifamily Construction Lending Dwight Securities Management LLC, investment adviser to Dwight Mortgage Trust LLC and an affiliate of Dwight Capital LLC, announced today that it has secured capital to originate up…
NFS Capital, LLC, a leading independent equipment finance company serving non-investment-grade businesses across the U.S. and Canada, has opened a new regional office in Boca Raton, Florida. The new location supports NFS Capital’s continued growth and expands its ability to…
Infinity, Siguler Guff Team Up on New CRE Lending & Securitization Platform Infinity Commercial Lending (ICL), an affiliate of Infinity Capital Partners, a leading provider of tailored financing solutions for commercial real estate, is proud to announce a strategic joint…
Compound Planning Launches Activity Monitor, the Foundation of Its AI-Powered Operating System for Financial Advisors Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of Activity Monitor – the centerpiece of…
Equitable Holdings, Inc. (“Holdings”) (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that on September 30, 2025 it will redeem all outstanding shares of depositary shares (the “Series B Depositary Shares”) each…
Kuvasz Solutions, a leading provider of mission-critical payment services and HPE Nonstop expertise, and comforte, a pioneer in and leader in data-centric protection in payments, announced the expansion of their successful partnership. Building on their proven track record of driving…
