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Compound Planning Grows to $3 Billion in AUM; Adds $1.2 Billion Advisor Team

Tue, 03/04/2025 - 12:54
NEW YORK--(BUSINESS WIRE)--Compound has added seven financial advisors, including a four-person team who previously managed $1.2 billion and opened the firm's latest office.

Q2 Helps United Federal Credit Union Triple Member Engagement

Tue, 03/04/2025 - 12:54
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for banking and lending, today announced that United Federal Credit Union (United) has tripled member engagement within twelve months of implementing Q2 Composable Dashboard. Established in 1949, United manages more than $4 billion in assets and serves nearly 200,000 members across seven states. The credit union has relied on Q2’s advanced digital banking platform since 2011, f

Bowker Teams With Storywise to Promote Innovative Book Discovery Solution

Tue, 03/04/2025 - 12:54
CHATHAM, N.J.--(BUSINESS WIRE)--Bowker is partnering with Storywise to promote its book discovery platform to the publishing community. Bowker General Manager Beat Barblan stated, “Bowker is pleased to add Storywise to our suite of tools and services for authors and publishers. Their innovative, efficient solution to book discovery matches authors with publishers seeking new talent. We are excited and eager to spread the word.” Gavin Marcus, the CEO of Storywise, said, “Bowker is the perfect pa

TenantCloud Introduces Stripe Capital to Provide Fast, Flexible Financing

Tue, 03/04/2025 - 12:54
SALT LAKE CITY--(BUSINESS WIRE)-- #SaaS--TenantCloud and Stripe Capital have partnered to offer landlords and property managers quick access to business financing.

Recruitment Tech Platform Tracker Unveils the Future of AI for Staffing

Tue, 03/04/2025 - 12:54
KNOXVILLE, Tenn.--(BUSINESS WIRE)-- #AI--Tracker announces “EVA,” a natural language voice assistant that will be available in the Tracker recruitment tech platform later this year.

AM Best Removes From Under Review With Negative Implications and Affirms Credit Ratings of Church Mutual Insurance Group’s Members

Tue, 03/04/2025 - 09:54
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has removed from under review with negative implications and affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings of “a” (Excellent) of Church Mutual Insurance Company, S.I. and its wholly owned subsidiaries, CM Regent Insurance Company and CM Vantage Specialty Insurance Company. Concurrently, AM Best has removed from under review with negative implications and affirmed the Long-Term Issue Credit Rating of bbb+ (

Apollon Wealth Management Expands to New York with Acquisition of C.J. Lawrence®, Adding 160 Years of Investment Expertise

Tue, 03/04/2025 - 09:54
CHARLESTON, S.C.--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with the acquisition of C.J. Lawrence®, a boutique investment management firm with a long-standing reputation for serving high-net-worth clients and institutions. This strategic expansion strengthens Apollon’s investment capabilities and establishes its presence in the nation’s largest financial market. With a legacy

First Internet Bank Welcomes Blake Sanderson as Commercial Real Estate Leader

Tue, 03/04/2025 - 09:54
FISHERS, Ind.--(BUSINESS WIRE)-- #SBA--First Internet Bank today announced that J. Blake Sanderson has joined the organization as First Vice President, Commercial Real Estate Acquisition, Development and Construction. In this position, he will work to further expand relationships and a portfolio currently exceeding $1 billion in commitments. Mr. Sanderson succeeds Nick Campbell, who has been elevated to the role of Senior Credit Officer, assuming responsibility for the bank’s commercial credit adminis

Airship Appoints Maria Robinson as Chief Marketing Officer

Tue, 03/04/2025 - 09:54
SAN FRANCISCO--(BUSINESS WIRE)-- #CustomerExperience--Maria Robinson joins Airship as Chief Marketing Officer, overseeing the strategy and execution of its global marketing and partnership organization.

Accenture Invests in and Collaborates with AI-Powered Agentic Prediction Engine Aaru

Tue, 03/04/2025 - 09:54
NEW YORK--(BUSINESS WIRE)--Accenture today announced that Accenture Ventures has invested in Aaru.

Record-Breaking Demand: Sponsorships for IAMPHENOM Conference Sells Out

Tue, 03/04/2025 - 09:54
PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--Record-Breaking Demand: Sponsorships for IAMPHENOM Conference Sells Out

EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC

Tue, 03/04/2025 - 09:54
TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced their partnership with The Holben Group, LLC (“Holben Group”) in Denver, CO. This alignment builds on EP Wealth’s long-time presence in Colorado, adding over $190 million in assets under management (AUM) to the firm. “For over 25-years, EP Wealth has been built by entrepreneurs who are committed to long-term, personal rela

Advisor360° Introduces Tandem™: A CRM+ for Independent Financial Advisors

Tue, 03/04/2025 - 09:54
DALLAS--(BUSINESS WIRE)-- #CRM--Advisor360 launches Tandem -- a CRM for RIAs. The multi-custodial CRM includes reporting, secure doc mgmt, financial planning integrations & more.

Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX

Tue, 03/04/2025 - 09:54
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited.

Ensono Research Showcases Progress for Women in Technology in Fifth-Annual Report

Tue, 03/04/2025 - 09:54
DOWNERS GROVE, Ill.--(BUSINESS WIRE)-- #Ensono--Ensono, a leading technology advisor, innovation partner, and managed service provider, released today the results of its fifth-annual Speak Up survey, revealing both progress and persistent challenges for women in the technology industry. While 92% of respondents report an improved workplace experience, inequities persist – especially as they navigate return-to-office (RTO) mandates and explore career-accelerating technologies like generative AI. A resound

alphabroder Products Now Available Through S&S Activewear Website

Tue, 03/04/2025 - 09:54
BOLINGBROOK, Ill.--(BUSINESS WIRE)--All alphabroder apparel products will now be available through S&S Activewear’s website.

Aeropay Expands Banking Network Through Partnership with Regent Bank, Enhancing Payment Flexibility

Tue, 03/04/2025 - 09:54
CHICAGO--(BUSINESS WIRE)-- #fintech--Aeropay, a leading provider of pay-by-bank solutions, announced its partnership with Regent Bank today, further expanding its robust banking network to enable fast, secure transactions. Regent Bank, a trusted institution known for its innovative financial services, joins Aeropay’s growing ecosystem of banking partners, offering clients and end-users access to ACH, Real-Time Payments (RTP), and FedNow services. "Businesses need banking partnerships that prioritize flexi

FranklinCovey Launches FranklinCovey AI Coach

Tue, 03/04/2025 - 09:54
SALT LAKE CITY--(BUSINESS WIRE)-- #AIAdvisor--FranklinCovey Launches FranklinCovey AI Coach, a Trusted Virtual Mentor for Learners Progressing Through Their FranklinCovey Learning Experience

Jones Power Advances Civil Construction on Major Solar Development in Texas

Tue, 03/04/2025 - 09:54
HATTIESBURG, Miss.--(BUSINESS WIRE)--Jones Power continues their growth in the renewable energy sector with a 1,250-acre project in South Central Texas. With Texas leading the nation in solar and battery energy storage development, this project further strengthens Jones Power’s position as a major player in the region’s renewable energy construction market. Jones Power's comprehensive work began in September of 2024 and includes site preparation, civil construction, and critical infrastructure

Popular, Inc. Declares Dividend on Preferred Stock and Announces Distribution on Trust Preferred Securities

Tue, 03/04/2025 - 09:54
SAN JUAN, Puerto Rico--(BUSINESS WIRE)--Popular, Inc. (NASDAQ: BPOP) announced today that it has declared the following monthly cash dividend on its outstanding shares of Non-Cumulative Monthly Income Preferred Stock: a monthly cash dividend of $0.132813 per share of 6.375% Non-Cumulative Monthly Income Preferred Stock, 2003 Series A, payable on March 31, 2025 to holders of record as of March 15, 2025. The Corporation also announced the following monthly distribution on its outstanding Trust Pr

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