DayMark Wealth Partners, a rapidly growing registered investment advisor managing $3.8 billion for its mostly private clients, today announced its expansion into Florida with the addition of an advisory team that previously managed $350 million. The team, led by Managing…
Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced eight financial advisors have joined the firm, including a three-person advisory team who previously managed their own $120 million RIA, Northstar Financial Management…
Credit union members are more likely than non-credit union members to have ancillary insurance protections—roadside assistance, vehicle and property protection, extended warranties, etc.—for their high-value purchases, according to a new study. Securian Financial, a provider of insurance and other protection…
BELGRAVIA HARTFORD CAPITAL INC. (CSE:BLGV)(OTC:BLGVF)(FRA:ECA) (“Company” or “Belgravia”) is pleased to announce it has completed two further Bitcoin (“BTC”) purchases enhancing the value and credibility of Belgravia’s Bitcoin treasury strategy. Belgravia increases Bitcoin treasury position.Share Belgravia Treasury Bitcoin Purchase Belgravia…
Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today the launch of its first European Long-Term Investment Fund (“ELTIF”) vehicle, the Ares European Strategic Income ELTIF Fund (“AESIF ELTIF”), a semi-liquid perpetual direct lending fund…
Dwight Capital and its affiliate REIT, Dwight Mortgage Trust (“DMT”), closed $475.5 million in real estate financings in May. Highlighted transactions included a bridge loan for a skilled nursing portfolio in Florida, a bridge loan for Moment Apartments in Minneapolis, and a HUD…
Affinity Federal Credit Union (“Affinity”) is pleased to announce several strategic leadership promotions, effective June 1, 2025, that reflect the organization’s ongoing commitment to operational excellence and member wellbeing. Pam Cohen has been promoted to Chief Operating Officer (COO). This…
The Federal Home Loan Bank of Dallas (FHLB Dallas) has added an additional $5 million in funding to its homebuyer down payment and closing cost assistance grant program due to high demand and rising home costs. HELP grants are available…
Lincoln Financial (NYSE: LNC) announced the launch of LVIP American Funds Vanguard Active Passive Growth Fund, available exclusively within American Legacy® and Lincoln Investor Advantage® variable annuities. The new fund combines the strengths of two leading investment managers – Capital Group and…
Highline Beta today announced the official launch of the Middle Housing Finance Hub. This free, web‑based resource centralizes financing pathways, step‑by‑step tools, and success stories for Canadians looking to build accessory dwelling units (ADUs), laneway or garden suites, and small multiplex conversions.…
Tune into our new episode of This is Deutsche Bank, a podcast all about the news and trends shaping the world of banking and finance. Defining the reason for a company’s existence – what we call its purpose – can…
Global fintech investment slumped to its lowest level since 2017, falling to $95.6 billion across 4,639 deals, according to KPMG’s latest Pulse of Fintech report. In the UK, investment dropped by more than 25% year-on-year – its weakest level since the height…
