Category Press Releases

Northern Trust and Saphyre Expand Partnership to Streamline Account Lifecycle for Outsourcing Clients

Northern Trust and Saphyre Expand Partnership to Streamline Account Lifecycle for Outsourcing Clients

Northern Trust (Nasdaq: NTRS) announced an expansion of its capabilities to support structured, rules‑based workflows across the entire account lifecycle for Investment Operations Outsourcing (IOO) clients. The enhanced offering builds on Northern Trust’s collaboration with Saphyre, a fintech company that…

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Barings Named Official Wealth Management Sponsor and Global Partner of the Presidents Cup

Barings Named Official Wealth Management Sponsor and Global Partner of the Presidents Cup

Barings, one of the world’s leading alternative investment managers, was today announced as the Official Wealth Management Sponsor and a Global Partner of the 2026 Presidents Cup at Medinah Country Club in Chicago. This strategic partnership further positions Barings, a…

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Upstart Announces Multi-Year $1.2B Forward-Flow Agreement with Centerbridge Partners, L.P.

Upstart Announces Multi-Year $1.2B Forward-Flow Agreement with Centerbridge Partners, L.P.

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a forward-flow commitment from funds managed by Centerbridge Partners, L.P., an alternative investment manager specializing in private equity, private credit and real estate investing. Centerbridge has…

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Expensify Teams Up with IOCP to Broaden Access to Modern Spend Management

Expensify Teams Up with IOCP to Broaden Access to Modern Spend Management

The partnership with the Institute of Commercial Payments centers on Bring Your Own Card, enabling companies to integrate Expensify’s automation with existing commercial card programs. Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced…

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Great Lakes Credit Union, Mortgage Forward and Takara Close Historic First DREAM Mortgage Deal

Great Lakes Credit Union, Mortgage Forward and Takara Close Historic First DREAM Mortgage Deal

Chicago homeowners receive over $41,000 check at closing under first-of-its-kind program designed to break mortgage lock-in Great Lakes Credit Union (GLCU), its partner CUSO Mortgage Forward, and Takara today announced the successful close of the first-ever DREAM (Discount for Real Estate Affordability and…

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Nestimate and Nuveen Partner to Launch Objective Target-Date Fund Evaluation Tool for Retirement Industry

Nestimate and Nuveen Partner to Launch Objective Target-Date Fund Evaluation Tool for Retirement Industry

Nuveen Offers Free Nestimate Target-Date Fund Fit Analysis for Retirement Plan Advisors Nestimate, the innovative retirement plan due diligence platform, today announced a partnership with Nuveen, TIAA’s asset manager, to bring Nestimate’s Target-date Fund Fit Analysis to retirement plan advisors…

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