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PKF O’Connor Davies Partners with Asseta AI to Modernize Family Offices

PKF O’Connor Davies Partners with Asseta AI to Modernize Family Offices

The Rapid Evolution of Family Office Financial Operations Family offices are undergoing a profound transformation as global wealth grows in complexity, geographic reach and regulatory scrutiny. What once functioned as relatively lean administrative structures focused on preserving generational wealth has…

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Affinity Federal Credit Union Expands Greenlight Partnership to Deliver Multigenerational Financial Safety Solutions

Affinity Federal Credit Union Expands Greenlight Partnership to Deliver Multigenerational Financial Safety Solutions

A Strategic Expansion Focused on Modern Family Needs In an increasingly complex financial landscape, where families must balance day-to-day money management with long-term planning and personal safety, Affinity Federal Credit Union has taken a significant step forward by expanding its…

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Adams

Adams Street Partners 2026 Global Investor Survey Highlights “Great Recalibration” in Private Markets

Adams Street Partners’ 2026 Global Investor Survey Reveals a “Great Recalibration” in Private Markets Adams Street Partners, LLC, a leading private markets investment management firm with more than $65 billion in assets under management (“Adams Street”), today released its 2026…

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Dynasty

Dynasty Financial Partners Launches Partnership with Wealth.com’s Ester AI-as-a-Service to Enhance Estate and Tax Planning

Dynasty Financial Partners Launches Partnership with Wealth.com’s Ester AI as a Service to Power Estate and Tax Planning Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s artificial intelligence…

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Selling

Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Enhance Portfolio Management and Advisor Workflow

Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI…

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ABB Robotics

ABB Robotics Partners with NVIDIA to Accelerate Industrial-Grade Physical AI Deployment

ABB Robotics Partners with NVIDIA to Deliver Industrial-Grade Physical AI at Scale ABB Robotics announced today it is integrating NVIDIA Omniverse libraries into ABB Robotics’ RobotStudio® to help manufacturers deploy physical AI in real world robotics applications. Today, using NVIDIA…

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Saba

Saba Capital and Cox Capital Partners Begin Tender Offer for Blue Owl Capital Corporation II Shares

Saba Capital and Cox Capital Partners Announce Commencement of Tender Offer for Shares of Blue Owl Capital Corporation II Saba Capital Management, L.P. announced the commencement of a tender offer to purchase outstanding shares (“Shares”) of Blue Owl Capital Corporation…

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Saba Capital

Saba Capital Management and Cox Capital Partners Announce Tender Offer for Starwood Real Estate Income Trust

Saba Capital and Cox Capital Partners Announce Commencement of Tender Offer for Shares of Starwood Real Estate Income Trust Saba Capital Management, L.P. today announced the commencement of a tender offer to purchase outstanding shares (“Shares”) of Starwood Real Estate…

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Webull

Webull Partners with Solidus Labs to Advance Next-Generation Trade Surveillance

Webull Partners with Solidus Labs to Power Next-Generation Trade Surveillance Webull an online investment platform, and Solidus Labs, the gold standard for crypto-native trade surveillance and risk monitoring, today announced a partnership to power Webull’s digital asset trade surveillance in the…

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