Lastest from Businesswire
Orion Among the First in Wealthtech to Earn ISO 42001, the International AI Management System Standard
OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced it has achieved ISO/IEC 42001 certification, the first international standard for artificial intelligence management systems. The certification, awarded following an independent third-party audit, validates the AI Management System that governs the Denali AI intelligence layer embedded across Orion’s workflows. The achievement places Orion among the first in wealthtech — and the first known portfolio accounting provider — to meet the standard.
Phenom Earns 2026 CODiE Award Finalist Recognition in Three Categories, Including Product of the Year
PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--Phenom Earns 2026 CODiE Award Finalist Recognition in Three Categories, Including Product of the Year
Horizon Completes Acquisition of Anfield Capital Management
CHARLOTTE, N.C.--(BUSINESS WIRE)--Horizon announces it has completed its acquisition of Anfield Capital Management, asset manager with decades of experience in fixed income investing
Jackson Named InvestmentNews 2026 Annuities Provider of the Year
LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has been named the 2026 Annuities Provider of the Year by InvestmentNews. The award recognizes the annuity provider or insurance carrier that has displayed leadership in delivering value to financial professionals and their clients in product innovation, education, service excellence and operational effectiveness.“Jackson is honored to be reco
Jackson Healthcare Named a Top 100 Inspiring Workplace for Fourth Consecutive Year
ATLANTA--(BUSINESS WIRE)--Jackson Healthcare®, the trusted authority in healthcare talent and workforce solutions, today announced it has been named one of 2026’s Top 100 Inspiring Workplaces™ in North America. Compiled by an independent panel of judges, the list highlights people-first companies going above and beyond to create outstanding environments and experiences for their employees. The annual awards program presented by Inspiring Workplaces Group – a global organization championing posi
The Premier Jumping League (PJL) & McCarthy Jumping Team Announce Landmark Purchase
NEW YORK--(BUSINESS WIRE)--The Premier Jumping League (PJL) announces a landmark $50 million team purchase. McCarthy Jumping Team becomes first PJL ownership group.
Michigan First Credit Union Chooses Scienaptic AI to Unlock Smarter Lending
NEW YORK--(BUSINESS WIRE)--Scienaptic AI, a global leader in AI powered credit decisioning technology, today announced that Michigan First Credit Union has selected its AI platform to modernize its lending operations, enhance decisioning speed, and responsibly expand access to credit for its growing membership. Founded in 1926 by nine educators gathered around a dining room table, the institution began as Detroit Teachers Credit Union with a simple mission to provide financial stability to its
Ameriprise Financial Announces Schedule for Second Quarter 2026 Investor Conference Call
MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) plans to issue a press release via BusinessWire at approximately 7:45 a.m. ET on Thursday, July 23, 2026 that will include a link to the company’s second quarter 2026 results on its Investor Relations website (ir.ameriprise.com). The earnings results will also be filed with the Securities and Exchange Commission on a Form 8-K. The company will host an investor conference call to review the results at approximately 8:30 a.m. ET
Regions Bank Names Jeff Sundheimer to Lead Government, Institutional and Nonprofit Banking
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Regions Bank on Monday announced Jeff Sundheimer has been named head of Government, Institutional and Nonprofit Banking within the bank’s Commercial Banking Group. Sundheimer’s move to Regions Bank is part of the company’s strategy for building more Commercial Banking growth in specialized industries and consistently enhancing client service. Who is Jeff Sundheimer? Jeff Sundheimer is a senior commercial banking executive who brings to Regions nearly 25 years
Kestra Investment Management Surpasses $5 Billion in Assets Under Management
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Investment Management (KIM), the asset management arm of industry-leading wealth management platform Kestra Holdings, today announced it has reached $5 billion in assets under management (AUM), surpassing its internal goal one year ahead of schedule and 7 months after crossing the $4 billion AUM mark. The announcement coincides with the recognition of KIM President and Chief Investment Officer, Kara Murphy, as a finalist in the 2026 Wealth Management Indus
Security Benefit Introduces Blueprint Annuity with 3- and 5-year Horizons Providing Broad Planning Flexibility
TOPEKA, Kan.--(BUSINESS WIRE)--Security Benefit today introduced its Blueprint Fixed Index Annuity (FIA) designed as a flexible solution to address retiree uncertainty related to market volatility, interest rates, and more. Blueprint offers advisors and their clients a dependable way to protect assets while still pursuing growth potential. With 3-year and 5-year surrender charge period options, multiple crediting strategies, and optional Index Account guaranteed caps and Fixed Account rates, Bl
Corebridge Financial Brings New Index Strategies and Enhanced Growth Potential to Max Accumulator+ III
HOUSTON--(BUSINESS WIRE)--Corebridge Financial today announced enhancements to its Max Accumulator+ III index universal life insurance product, including new index strategies, as well as changes designed to improve cash value outcomes. These updates are intended to give customers more diversification in how they allocate and build policy value over time and strengthen long-term growth potential. Corebridge Financial research highlights the financial concerns many Americans report, including hea
Piper Sandler Expands Restructuring Group With the Addition of John D’Amico
NEW YORK--(BUSINESS WIRE)--Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of John D’Amico as a managing director in the Piper Sandler restructuring group. D’Amico will be focused on advising a broad range of clients in complex restructurings and special situation transactions.With approximately 25 years of investment banking and corporate advisory experience, D’Amico has advised companies, boards of directors, official and ad hoc creditor com
Kinect Real Estate Partners Accelerates Growth with $126M Fund Close, Expanded Investor Relations Team
BELLEVUE, Wash.--(BUSINESS WIRE)--Kinect Real Estate Partners (“Kinect”), a real assets investment management firm delivering institutional-quality real estate to private wealth investors, today announced the $126.5 million close of Kinect Opportunity Fund II, the firm’s second GP fund, exceeding its $100 million target. The oversubscribed closing reflects growing demand from RIAs, family offices and high-net-worth investors seeking access to institutional-quality real estate investment opportu
Personetics Embeds AI Within Experience Digital from Fiserv to Enable More Personalized Banking
NEW YORK--(BUSINESS WIRE)--As consumers and small businesses increasingly expect digital banking experiences that are more relevant, timely, and intuitive, Personetics, the Cognitive Banking platform, today announced that Personetics’ AI-driven platform is now embedded within Experience Digital (XD) from Fiserv, giving banks and credit unions new ways to deliver more personalized digital experiences to customers and members. By embedding AI directly into the digital banking experience, financia
Trident Earns Top Marks from Chambers and Partners Once Again, Ranking in Band 1 for Both Crisis and Litigation PR in 2026
WASHINGTON--(BUSINESS WIRE)--Trident, a leading global strategic communications and stakeholder management firm, announced today that it has once again received the top rankings of Band 1 in the Chambers and Partners guide for Litigation PR & Communications and in its separate guide for Crisis PR & Risk Management. Chambers has recognized Trident’s expertise in both areas since Chambers first began ranking communications agencies in these categories, making this the ninth year in a row
SMART Safety Gulf Coast Expands Depth of Capabilities and Reach into Tennessee and Texas
ATLANTA & NEW ORLEANS--(BUSINESS WIRE)-- #acquisitions--Carr’s Hill Capital Partners Management, L.P. ( “Carr’s Hill”), a New Orleans-based private equity firm, today announced that its portfolio company, SMART Safety Gulf Coast (“SMART Gulf Coast”), a leading national safety and compliance services provider, has significantly expanded the depth of its capabilities and the reach of its services through the additions of AMC Safety (“AMC”) and Safe Construction Consulting (“SCC”). The acquisition of these two re
Logan Capital Earns Continued Recognition on PSN Top Guns List for Q1 2026
NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)--Logan Capital Management (“Logan Capital”) has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2026. The list, published by Zephyr, remains a trusted reference for investors and asset managers. Logan had three portfolios recognized in the Q1 2026 PSN Top Guns List with five designations including International Dividend ADR Wrap, Large Cap Growth, and Concentrated Value
ZoomInfo Technologies Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – GTM
LOS ANGELES--(BUSINESS WIRE)---- $GTM--ZoomInfo Technologies Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – GTM
Balefire Wealth Welcomes David Serposs, AIF®, as Senior Corporate Solutions Advisor
DALLAS--(BUSINESS WIRE)-- #AdvisorGrowth--Balefire Wealth today announced that David Serposs, AIF®, has joined the firm as Senior Corporate Solutions Advisor. Serposs brings more than 15 years of experience serving employers, retirement plan sponsors, and nonprofit organizations. His background includes leadership roles with Principal Financial Group and Securian Financial, where he advised organizations on retirement plans, fiduciary responsibilities, employee benefits, and participant outcomes. In his role at

