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.
Balfour Beatty Communities Appoints Jennifer J. Hill as President of Military Housing
MALVERN, Pa.–(BUSINESS WIRE)–Balfour Beatty Communities (Communities) today announced that Jennifer J. Hill has been appointed President of its Military... Read more.
AI Neo-Insurer MGT Launches New Small Commercial Insurance Coverage for Artisan Contractors
New business owner’s package delivers specialized risk protection via proprietary technology that quotes and binds in minutes SAN FRANCISCO–(BUSINESS WIRE)–MGT,... Read more.
Swiftly Collaborates with ExtraMile Convenience Stores LLC to Launch Digital Alcohol Cashback in ExtraMile® Mobile App
Collaboration accelerates the nationwide expansion of Alcohol Cashback, bringing fast, seamless savings to over 1,100 ExtraMile locations SEATTLE–(BUSINESS... Read more.
Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI
Partnership delivers structured meeting data, AI-powered workflows and operational efficiencies to Focus firms SALT LAKE CITY–(BUSINESS WIRE)–Jump, a... Read more.
Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
Collaborative solution combines Vestmark’s tax-aware implementation with T. Rowe Price’s investment expertise WAKEFIELD, Mass.–(BUSINESS WIRE)–Vestmark,... Read more.
LPL Financial Selects Wealth.com to Bring Estate Planning to More Than 32,000 Advisors on its Platform
Strategic relationship includes enterprise licenses for LPL’s advisors and deployment across the Advanced Planning team at one of the nation’s fastest growing... Read more.
Credo and 3M Enter Into Patent License Agreement
SAN JOSE, Calif.–(BUSINESS WIRE)–#WeConnect—Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing secure, high-speed... Read more.