
Donaldson Capital Management Welcomes Kate Doerksen to Board of Directors
Donaldson Capital Management Welcomes Kate Doerksen to Board of Directors Donaldson Capital Management (DCM), a distinguished wealth management and advisory firm with over $3 billion in assets under management, proudly announces the appointment of Kate Doerksen to its Board of…

Apella Wealth Expands East Coast with $518M Marrella Acquisition
Apella Wealth Expands East Coast with $518M Marrella Acquisition Apella Wealth (“Apella”), a financial advisory and wealth management firm dedicated to serving individuals, families, and businesses, has announced its latest strategic expansion with the addition of Marrella Private Wealth, a…

FICO Launches Mortgage Score Simulator for Lenders
FICO Launches Mortgage Score Simulator for Lenders Global analytics software leader FICO (NYSE: FICO) has announced a significant advancement in mortgage lending technology with the launch of the FICO® Score Mortgage Simulator. This innovative tool is now accessible to mortgage…

Green Dot Initiates Strategic Review and Leadership Transition
Green Dot Initiates Strategic Review and Leadership Transition Green Dot Corporation (NYSE: GDOT), a prominent digital bank and financial technology (fintech) company specializing in seamless banking and payment solutions for consumers and businesses, has announced a significant corporate development. The…

Pamlico Capital Successfully Closes Sixth Fund at $1.75 Billion Hard Cap
Pamlico Capital Successfully Closes Sixth Fund at $1.75 Billion Hard Cap Pamlico Capital (“Pamlico”), a prominent middle-market private equity firm, has successfully closed its latest investment vehicle, Pamlico Capital VI (“PC VI”), at the fund’s hard cap of $1.75 billion.…

StockX and Affirm Team Up to Provide Transparent Payment Solutions
StockX and Affirm Team Up to Provide Transparent Payment Solutions StockX, a leading global resale marketplace known for its curated selection of current culture products, has officially partnered with Affirm (NASDAQ: AFRM), a renowned financial technology company that provides flexible…

John Marshall Bank Hires Pete Follansbee as SVP to Lead Commercial Team in Prince William County
John Marshall Bank Hires Pete Follansbee as SVP to Lead Commercial Team in Prince William County John Marshall Bank (“JMB” or “the Bank”), a wholly owned subsidiary of John Marshall Bancorp, Inc. (“the Company”) (Nasdaq: JMSB), is pleased to announce…

UBS Rosegarten/Rubin Group Named to Forbes Best-In-State Wealth Teams
UBS Rosegarten/Rubin Group Named to Forbes Best-In-State Wealth Teams UBS Wealth Management USA has announced that The Rosegarten/Rubin Financial Group, a distinguished advisory team based in the firm’s 299 Park Avenue office in New York City, has been named to…

ZCG Strengthens Team with Strategic Hires and Promotions
ZCG Strengthens Team with Strategic Hires and Promotions Z Capital Group (“ZCG”), a leading privately held merchant bank, has announced a series of new hires and internal promotions aimed at enhancing its capabilities across capital formation, credit, and private equity.…

Franklin BSP Realty Trust, Inc. Announces the Acquisition of NewPoint Holdings JV LLC
Franklin BSP Realty Trust, Inc. Announces the Acquisition of NewPoint Holdings JV LLC Franklin BSP Realty Trust, Inc. (NYSE: FBRT) (referred to as “FBRT” or “the Company”), a prominent real estate investment trust (REIT), has announced its entry into a…

FHLB Dallas, Cadence Bank & Citizens National Award $9K Grant to Hattiesburg Housing Nonprofit
FHLB Dallas, Cadence Bank & Citizens National Award $9K Grant to Hattiesburg Housing Nonprofit Representatives from the Federal Home Loan Bank of Dallas (FHLB Dallas), Cadence Bank, and Citizens National Bank (Citizens) gathered today in Hattiesburg, Mississippi, for a ceremonial…

Reece Collaborates with Adyen to Enhance Customer Experience in Australia & New Zealand
Reece Collaborates with Adyen to Enhance Customer Experience in Australia & New Zealand Adyen (AMS: ADYEN), a leading global financial technology platform, has announced its strategic partnership with Reece (ASX: REH), the premier plumbing and bathroom supplies business in Australia…

