Advocate Wealth Joins TritonPoint Partners Expanding Presence in U.S. Northeast
Buffalo-Based Advisor Brings over $300M in Client Assets and Specialized Expertise in Business-Owner and Multigenerational Planning CHEVY CHASE, Md.–(BUSINESS... Read more.
ForecastEx Appoints Renowned Forecaster Dr. Philip Tetlock to Board of Directors
ForecastEx Strengthens Commitment to Predictive Excellence and Market Innovation GREENWICH, Conn.–(BUSINESS WIRE)–#IBKR—Interactive Brokers (Nasdaq:... Read more.
Research Finds CFP® Professional-Advised Americans Experience Greater Financial Preparedness, Confidence and Trust
Year Two of Decade-Plus-Long Study by Distinguished Researchers Reveals CFP® Professional Clients Enjoy More Advantages Than Other Advisor Clients and Unadvised... Read more.
CDK Launches Built-in Customer Data Platform at NADA 2026 to Transform Automotive Retail Experiences
AUSTIN, Texas–(BUSINESS WIRE)–#CDK—CDK, the leading automotive retail software provider, today announced the launch of its Customer Data Platform... Read more.
Franklin Templeton Launches Templeton Emerging Markets Debt ETF (TEMD)
New actively managed ETF is designed to bridge U.S. dollar and local currency emerging markets debt exposures SAN MATEO, Calif.–(BUSINESS WIRE)–Franklin... Read more.
AM Best Affirms Credit Ratings of Meiji Yasuda Life Insurance Company
HONG KONG–(BUSINESS WIRE)–#insurance—AM Best has affirmed the Financial Strength Rating of A+ (Superior) and the Long-Term Issuer Credit Rating... Read more.
Cambio Raises $18M to Transform Commercial Real Estate Operations with Agentic AI
By combining capital planning and compliance in one AI-native platform, Cambio helps landlords identify and prioritize high-impact retrofits. SAN FRANCISCO–(BUSINESS... Read more.
Edelman Financial Engines Selects Orion as its Wealthtech Partner to Personalize Advice at Scale
EFE unifies portfolio management, trading, data, reporting, and advisor engagement on Orion’s connected ecosystem OMAHA, Neb.–(BUSINESS WIRE)–Orion... Read more.
Andersen Consulting Strengthens Digital Transformation Offering with Silver Creek
SAN FRANCISCO–(BUSINESS WIRE)–#AndersenConsulting–Andersen Consulting announces a Collaboration Agreement with Silver Creek, a leader in data strategy,... Read more.
CP Capital Sells NOVEL Independence Park in Tampa, Florida, Highlights Active Portfolio Performance
Multifamily investment manager’s recent sale and active pipeline reflect positive outlook for U.S. rental market NEW YORK–(BUSINESS WIRE)–#CommercialRealEstate—CP... Read more.