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The Zoe Wealth Platform: Recognized for Driving Growth for Financial Advisory Firms
Banking & Financial ServicesAwards

The Zoe Wealth Platform: Recognized for Driving Growth for Financial Advisory Firms

September 17, 2024 8:30 AM

NEW YORK, NY / ACCESSWIRE / September 17, 2024 / Zoe Financial, known for its wealth platform for RIAs to outsource middle and back office functions, was recently announced as a finalist for the 2024 ThinkAdvisor Luminaries Awards. The platform was selected as a finalist under the categories of Financial Advisory Support and RIA Support Platform Providers. "We trust that the platform we've built and the service we deliver are what advisory...

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Sidoti Events, LLC's Virtual September Small-Cap Conference
Banking & Financial ServicesConferences

Sidoti Events, LLC's Virtual September Small-Cap Conference

September 17, 2024 8:00 AM

NEW YORK, NY / ACCESSWIRE / September 17, 2024 / Sidoti Events, LLC, an affiliate of Sidoti & Company, LLC, has released the presentation schedule and weblinks for its two-day September Small-Cap Conference taking place Wednesday and Thursday, September 18-19, 2024. The presentation schedule is subject to change. Please visit www.sidoti.com/events for the most updated version and webinar links.Presentation Schedule*All Times EDTWednesday,...

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Sidoti Events, LLC's Virtual September Small-Cap Conference
Banking & Financial ServicesConferences

Sidoti Events, LLC's Virtual September Small-Cap Conference

September 17, 2024 8:00 AM

NEW YORK, NY / ACCESSWIRE / September 17, 2024 / Sidoti Events, LLC, an affiliate of Sidoti & Company, LLC, has released the presentation schedule and weblinks for its two-day September Small-Cap Conference taking place Wednesday and Thursday, September 18-19, 2024. The presentation schedule is subject to change. Please visit www.sidoti.com/events for the most updated version and webinar links.Presentation Schedule*All Times EDTWednesday,...

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Sidoti Events, LLC's Virtual September Small-Cap Conference
Banking & Financial ServicesConferences

Sidoti Events, LLC's Virtual September Small-Cap Conference

September 17, 2024 8:00 AM

NEW YORK, NY / ACCESSWIRE / September 17, 2024 / Sidoti Events, LLC, an affiliate of Sidoti & Company, LLC, has released the presentation schedule and weblinks for its two-day September Small-Cap Conference taking place Wednesday and Thursday, September 18-19, 2024. The presentation schedule is subject to change. Please visit www.sidoti.com/events for the most updated version and webinar links.Presentation Schedule*All Times EDTWednesday,...

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WGA Releases Banking Industry Outlook
Banking & Financial ServicesProduct Announcements

WGA Releases Banking Industry Outlook

September 17, 2024 8:00 AM

Financials Show Little Sign of RecessionBRIARCLIFF MANOR, NY / ACCESSWIRE / September 17, 2024 / Whalen Global Advisors LLC (WGA) has published the latest edition of The IRA Bank Book for Q3 2024, the quarterly outlook for the US banking industry. The highlights of the new report include: WGAWGA logo Income for the US banking industry continues to improve from the lows seen at the end of 2023 and the first quarter of 2024.Credit metrics continue...

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Sidoti Events, LLC's Virtual September Small-Cap Conference
Banking & Financial ServicesConferences

Sidoti Events, LLC's Virtual September Small-Cap Conference

September 17, 2024 8:00 AM

NEW YORK, NY / ACCESSWIRE / September 17, 2024 / Sidoti Events, LLC, an affiliate of Sidoti & Company, LLC, has released the presentation schedule and weblinks for its two-day September Small-Cap Conference taking place Wednesday and Thursday, September 18-19, 2024. The presentation schedule is subject to change. Please visit www.sidoti.com/events for the most updated version and webinar links.Presentation Schedule*All Times EDTWednesday,...

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Proxymity and J.P. Morgan Announce the Successful Implementation of Vote Connect Total in UK and Netherlands
Banking & Financial ServicesCompany Update

Proxymity and J.P. Morgan Announce the Successful Implementation of Vote Connect Total in UK and Netherlands

September 17, 2024 3:40 AM

Expansion illustrates Proxymity's efforts to redefine proxy voting, enhancing its capacity to digitise investor relations across the financial ecosystemLONDON, UK / ACCESSWIRE / September 17, 2024 / Proxymity, the leading digital investor communication platform, announced today the successful implementation of Proxymity's Vote Connect Total (VCT) service in the UK and Netherlands by J.P. Morgan. Initially deployed in early 2024 by J.P. Morgan,...

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Horizon Space Acquisition I Corp. Announces the Definitive Business Combination Agreement with Squirrel Enlivened International Co., Ltd, a Brand Marketing and Strategy Consulting Company
Banking & Financial ServicesMergers and Acquisitions

Horizon Space Acquisition I Corp. Announces the Definitive Business Combination Agreement with Squirrel Enlivened International Co., Ltd, a Brand Marketing and Strategy Consulting Company

September 16, 2024 5:00 PM

Squirrel Enlivened International Co., Ltd ("Squirrel Cayman"), a brand marketing and strategy consulting company, and Horizon Space Acquisition I Corp. ("HSPO") (Nasdaq:HSPO), a publicly traded special purpose acquisition company, today announced that they have entered into an Agreement and Plan of Merger (the "Business Combination Agreement").Squirrel Cayman is a holding company of Shenzhen Squirrel Enlivened Media Group Co., Ltd ("Shenzhen...

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OMNICOMMANDER Partners with Lakota Federal Credit Union to Launch New Brand Awareness Campaign and Website
Banking & Financial ServicesPartnerships

OMNICOMMANDER Partners with Lakota Federal Credit Union to Launch New Brand Awareness Campaign and Website

September 16, 2024 3:00 PM

OMNICOMMANDER, a leading provider of digital marketing solutions for financial institutions, is proud to announce the launch of Lakota Federal Credit Union's new brand awareness campaign, alongside a dynamic new website designed to enhance member experience and engagement.Lakota Federal Credit Union (LFCU), dedicated to serving the financial needs of the Lakota Nation, has partnered with OMNICOMMANDER to create a campaign that reflects their...

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Bryant Park Capital Secures $100 Million in Capital for Deminor
Banking & Financial ServicesFinancing

Bryant Park Capital Secures $100 Million in Capital for Deminor

September 16, 2024 1:00 PM

NEW YORK, NY / ACCESSWIRE / September 16, 2024 / Bryant Park Capital ("BPC") announced today that Deminor Recovery Services ("Deminor"), a leading privately-owned global litigation funder, recently closed on an approximately $100,000,000 committed senior credit facility and asset-backed financing with two leading U.S.-based asset managers focused on the legal assets industry.BPC, a leading US-based middle market investment bank, served as the...

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Moneytree Software Unveils Innovative Financial Planning Solution to Revolutionize Client-Advisor Relationships
Banking & Financial ServicesCompany Update

Moneytree Software Unveils Innovative Financial Planning Solution to Revolutionize Client-Advisor Relationships

September 16, 2024 11:00 AM

Moneytree Software has launched a new, game-changing financial planning solution that empowers advisors to capitalize on changing investor expectations and grow their business.Recent research has shown that today's clients care as much about their relationship with their advisors as they do about their portfolio performance. They value trust and understanding, and they want more consistent and personalized engagement.This is where the new...

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Accomplished in Her Own Wright
Banking & Financial ServicesEnvironmental, Social and Governance

Accomplished in Her Own Wright

September 16, 2024 10:45 AM

This youth entrepreneur and ICCC alumna's company continues to take flight. Learn the lasting insights she gained from this Regions-sponsored small-business program and the ways she's sharing that knowledge with others.NORTHAMPTON, MA / ACCESSWIRE / September 16, 2024 / Regions Bank By Kim BorgesDuring National Black Business Month, Regions Bank is highlighting the powerful difference Black entrepreneurs make in our communities. Here, we...

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Key4Women Hosts Free Webinar - Emotional Intelligence in Diverse Business Environments
Banking & Financial ServicesDiversity, Equity and Inclusion

Key4Women Hosts Free Webinar - Emotional Intelligence in Diverse Business Environments

September 16, 2024 9:30 AM

CLEVELAND, OH / ACCESSWIRE / September 16, 2024 / KeyBank's Key4Women will present "Emotional Intelligence in Diverse Business Environments", a free, one-hour virtual event on Wednesday, September 25th at 12:00 p.m. EST / 10 a.m. MT / 9:00 a.m. PST.Key4Women's National Director and Head of Community Bank, Rachael Sampson, will have a conversation with Natasha Tous, Certified Executive Coach, to address the critical role of emotional intelligence...

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Spreading Love and Hope: CWG Markets Hosts Charity Event for Underprivileged Children in Ho Chi Minh City
Banking & Financial ServicesCompany Update

Spreading Love and Hope: CWG Markets Hosts Charity Event for Underprivileged Children in Ho Chi Minh City

September 16, 2024 8:45 AM

CWG Markets, a leading global financial services provider, has demonstrated its commitment to social responsibility by hosting a heartwarming charity event for underprivileged children in Ho Chi Minh City, Vietnam. This initiative, held at a welfare school in one of the city's most economically disadvantaged areas, aimed to bring joy and support to children facing severe life challenges.Supporting the Underprivileged and Promoting Educational...

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¡Juntos Adelante! Shaping the Future Together
Banking & Financial ServicesEnvironmental, Social and Governance

¡Juntos Adelante! Shaping the Future Together

September 16, 2024 8:30 AM

Recognizing Hispanic Heritage MonthNORTHAMPTON, MA / ACCESSWIRE / September 16, 2024 /In recognition of Hispanic Heritage Month, T. Rowe Price is celebrating the spirit of innovation, resilience, and unity that defines the Hispanic/Latino experience.Our success as a global asset management firm is made possible by the diversity of backgrounds, talents, and experiences of our associates. And so we are intentional about recruiting and engaging...

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Physician Growth Partners Continues to be Leading Advisor to Independent Urologists in its most Recent Transaction as Exclusive Advisor to Keystone Urology Specialists in Partnership with Solaris Health
Banking & Financial ServicesMergers and Acquisitions

Physician Growth Partners Continues to be Leading Advisor to Independent Urologists in its most Recent Transaction as Exclusive Advisor to Keystone Urology Specialists in Partnership with Solaris Health

September 16, 2024 8:00 AM

Physician Growth Partners ("PGP") is pleased to have advised Lancaster, PA-based Keystone Urology Specialists ("KUS"), a leading comprehensive urology practice, in its partnership with Solaris Health (backed by Lee Equity).PGP served as the exclusive transaction advisor to Keystone Urology Specialists in its evaluation, negotiation, and execution of this partnership. The transaction marks the eighth urological transaction for PGP in just the...

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Liberty Supports Wellness Through Home Design with Personal Loans
Banking & Financial ServicesCompany Update

Liberty Supports Wellness Through Home Design with Personal Loans

September 16, 2024 8:00 AM

The Office of the Victorian Government Architect reports good design has far-reaching benefits, such as supporting health and wellbeing and improving productivity.While upgrades such as adaptive lighting, ergonomic furniture, and innovative storage solutions could help to enhance living spaces, they do come at a cost.According to non-bank lender Liberty, flexible personal loans could help people transform their homes to support their wellbeing...

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Hilbert Group and Xapo Bank Complete Launch of Bitcoin Yield Hedge Fund with $175 Million in Initial Investments
Banking & Financial ServicesCompany Update

Hilbert Group and Xapo Bank Complete Launch of Bitcoin Yield Hedge Fund with $175 Million in Initial Investments

September 16, 2024 6:20 AM

STOCKHOLM, SWEDEN / ACCESSWIRE / September 16, 2024 / Hilbert Group (STO:HILB-B)(FRA:999) This builds on the Hilbert Group announcement of 27th August 2024, in which it was communicated a $200m anticipated raise by the end of 2024.Hilbert Capital, the asset management division of Hilbert Group AB (Nasdaq: HILB B) and Xapo Bank have successfully launched the BTC-denominated credit fund. The fund has been established with 3000 Bitcoins in initial...

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Kudos Launches Dream Wallet: The First Card Discovery Tool Tailored to Your Spending Habits
Banking & Financial ServicesProduct Announcements

Kudos Launches Dream Wallet: The First Card Discovery Tool Tailored to Your Spending Habits

September 15, 2024 2:20 PM

LOS ANGELES, CA / ACCESSWIRE / September 15, 2024 / Kudos, the AI-powered smart wallet trusted by over 200,000 members, is proud to announce the launch of Dream Wallet, a groundbreaking card discovery tool designed to help users unlock the full potential of their credit card rewards. Dream Wallet is the first of its kind, offering personalized recommendations that are uniquely tailored to each user's spending habits by securely connecting their...

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Tortoise Capital Announces Index Updates for Third Quarter 2024 and Change of Methodology for the Tortoise North American Pipeline Indexsm (TNAP)
Banking & Financial ServicesCompany Update

Tortoise Capital Announces Index Updates for Third Quarter 2024 and Change of Methodology for the Tortoise North American Pipeline Indexsm (TNAP)

September 13, 2024 4:00 PM

OVERLAND PARK, KS / ACCESSWIRE / September 13, 2024 / Tortoise Capital today announced upcoming additions and deletions to its indices as part of its regular quarterly rebalancing for the third quarter of 2024. Following the close of trading on Friday, Sept. 20, 2024, the indices will be rebalanced according to their stated methodologies and as a result, the following changes will become effective.Tortoise MLP Index...

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