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Cap Table Nation Introduces First-Ever Impact Investment Funds in Southwest Florida
Banking & Financial ServicesFinancing

Cap Table Nation Introduces First-Ever Impact Investment Funds in Southwest Florida

January 22, 2024 9:00 AM

Establishing Trusted Capital Infrastructure in CommunitiesFORT MYERS, FL / ACCESSWIRE / January 22, 2024 / Cap Table Nation, a visionary force driving positive change in private capital investment, is pleased to announce its historic launch in Southwest Florida. Cap Table Nation is the infrastructure catalyst set to etch its mark on local investment history, devoted to fostering growth and community development. Cap Table Nation Logo Cap Table...

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RightCapital Introduces RightFlows(TM), the Industry’s First Financial Planning Workflow Tool with Direct Client Collaboration
Banking & Financial ServicesProduct Announcements

RightCapital Introduces RightFlows(TM), the Industry’s First Financial Planning Workflow Tool with Direct Client Collaboration

January 22, 2024 9:00 AM

RightFlows Helps Financial Advisory Firms Scale Financial Plan Implementations Efficiently by Managing Client and Advisor Tasks Within the Same WorkflowsSHELTON, CT / ACCESSWIRE / January 22, 2024 / RightCapital, the fastest-growing financial planning software for financial advisors, today introduced RightFlows, the industry's first financial planning workflow tool that incorporates direct collaboration with clients. RightFlows helps growing...

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The Milwaukee Company Launches Two Tactical Asset Allocation ETFs
Banking & Financial ServicesProduct Announcements

The Milwaukee Company Launches Two Tactical Asset Allocation ETFs

January 22, 2024 6:00 AM

THIENSVILLE, WI / ACCESSWIRE / January 22, 2024 / The Milwaukee Company (TMC), a Wisconsin investment firm, today announced the launch of two systematic asset allocation exchange traded fund-of-funds. TMC logo The Brinsmere Fund - Growth ETF (TBFG) and The Brinsmere Fund - Conservative ETF (TBFC) invest globally across multiple asset classes. They began trading on the New York Stock Exchange on January 16, 2024. Both funds utilize analytics...

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abrdn Income Credit Strategies Fund (ACP) Announces Results of the Special Shareholder Meeting Relating to Proposed Reorganization with Two First Trust-Advised Closed-End Funds
Banking & Financial ServicesCompany Update

abrdn Income Credit Strategies Fund (ACP) Announces Results of the Special Shareholder Meeting Relating to Proposed Reorganization with Two First Trust-Advised Closed-End Funds

January 19, 2024 4:27 PM

PHILADELPHIA, PA / ACCESSWIRE / January 19, 2024 / abrdn Income Credit Strategies Fund (NYSE:ACP) (the "Acquiring Fund") announced that it held a special meeting of shareholders on January 19, 2024 (the "Meeting") at which shareholders of the Acquiring Fund voted to approve the issuance of additional shares of ACP in connection with the proposed reorganization of the First Trust-advised closed-end funds, as noted below.As of the record date,...

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Zalatoris Acquisition Corp. Announces Confidential Submission of Draft Registration Statement to the SEC for Proposed Business Combination with AnyTech365
Banking & Financial ServicesMergers and Acquisitions

Zalatoris Acquisition Corp. Announces Confidential Submission of Draft Registration Statement to the SEC for Proposed Business Combination with AnyTech365

January 19, 2024 4:15 PM

NEW YORK, NY / ACCESSWIRE / January 19, 2024 / Anteco Systems, S.L. ("AnyTech365"), a leader in AI-powered IT security, and Zalatoris Acquisition Corp. (the "Company") (NYSE:TCOA), a special purpose acquisition company, have submitted a confidential draft of Registration Statement on Form F-4, including a preliminary proxy statement/prospectus (the "Registration Statement"), to the U.S. Securities and Exchange Commission (the "SEC") with respect...

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Prisma Campaigns Achieves SOC 2 Type 2 Compliance, Reinforcing Commitment to Security and Trust
Banking & Financial ServicesCompany Update

Prisma Campaigns Achieves SOC 2 Type 2 Compliance, Reinforcing Commitment to Security and Trust

January 19, 2024 2:00 PM

MIAMI, FL / ACCESSWIRE / January 19, 2024 / Prisma Campaigns, a leader in innovative marketing solutions, proudly announces the successful achievement of the SOC 2 Type 2 attestation. The assessment was conducted by an external party demonstrating Prisma's commitment to offering its clients the highest level of security in its products and services. Prisma Campaigns Achieves SOC 2 Type 2 Compliance Conducted by MJD Advisors LLC, a nationally...

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ALKEME Acquires Mogul Wealth Strategies
Banking & Financial ServicesMergers and Acquisitions

ALKEME Acquires Mogul Wealth Strategies

January 19, 2024 12:00 PM

ALKEME expands high-net-worth risk management and financial services offerings with latest acquisition in TexasLADERA RANCH, CA / ACCESSWIRE / January 19, 2024 / ALKEME, a Top 40 Insurance Brokerage, announced the acquisition of Mogul Wealth Strategies, a multi-line independent insurance agency and wealth management firm located in Frisco, Texas, and serving the entire United States.ALKEME Acquires Mogul Wealth Strategies ALKEME expands...

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Northern Trust Celebrates Dr. Martin Luther King, Jr. by Giving Back
Banking & Financial ServicesEnvironmental, Social and Governance

Northern Trust Celebrates Dr. Martin Luther King, Jr. by Giving Back

January 19, 2024 10:25 AM

NORTHAMPTON, MA / ACCESSWIRE / January 19, 2024 / Northern Trust:This week, Northern Trust partners celebrated Dr. Martin Luther King Jr's legacy by going out into the community and engaging in service. In Chicago, members of our Black Business Resource Council joined the Obama Foundation and their CEO Valerie Jarrett to support the Greater Chicago Food Depository. Combined, they packed 11,436 pounds of apples, which will go towards making...

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Santa Maria Community Services Receives $150,000 Grant from KeyBank Foundation to Support Stable Families Program for Families on the Brink of Homelessness
Banking & Financial ServicesEnvironmental, Social and Governance

Santa Maria Community Services Receives $150,000 Grant from KeyBank Foundation to Support Stable Families Program for Families on the Brink of Homelessness

January 19, 2024 9:15 AM

NORTHAMPTON, MA / ACCESSWIRE / January 19, 2024 / Santa Maria Community Services, Inc. is pleased to announce a significant grant of $150,000 from the KeyBank Foundation, aimed at bolstering its Stable Families program. The grant will be distributed over three installments, providing critical support for families on the brink of homelessness in Hamilton County.Santa Maria's Stable Families program seeks to extend a helping hand to households...

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Aflac Sales Agents and Brokers Raise $770,000 for Children and Families at the Aflac Cancer and Blood Disorders Center of Children’s Healthcare of Atlanta
Banking & Financial ServicesEnvironmental, Social and Governance

Aflac Sales Agents and Brokers Raise $770,000 for Children and Families at the Aflac Cancer and Blood Disorders Center of Children’s Healthcare of Atlanta

January 19, 2024 9:15 AM

COLUMBUS, GA / ACCESSWIRE / January 19, 2024 / Aflac Incorporated:Originally published on Aflac NewsroomAflac's sales agents and brokers raised $770,000 during a charitable auction held last week at FOCUS, the company's annual meeting of leading sales agents and brokers. The tally shattered the pre-auction expectations of $220,000 by more than 350%, with all proceeds going to the Aflac Cancer and Blood Disorders Center, where it will be used to...

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Wasserman Wealth Management to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham's Presence in Michigan
Banking & Financial ServicesMergers and Acquisitions

Wasserman Wealth Management to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham's Presence in Michigan

January 19, 2024 9:00 AM

NEW YORK, NY / ACCESSWIRE / January 19, 2024 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Wasserman Wealth Management, LLC ("Wasserman Wealth Management" or "Wasserman"), a registered investment adviser based in Farmington Hills, MI, will join Focus partner firm Buckingham Strategic Wealth, LLC...

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Feet in the Mud, Head in the Sky: A Morning Among the Mangroves
Banking & Financial ServicesEnvironmental, Social and Governance

Feet in the Mud, Head in the Sky: A Morning Among the Mangroves

January 19, 2024 8:15 AM

BY JIM COLVINE AND ERIN GOODHANDNORTHAMPTON, MA / ACCESSWIRE / January 19, 2024 / We'd been paddling along the southern shore of the Arabian Gulf for about half an hour when M. Sanjayan, the CEO of Conservation International, stilled our chattering with a single word. "Listen," he said.Conservation International CEO M. Sanjayan joined other sustainability leaders on a field visit to Mangrove Beach during COP28, seeing firsthand the...

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Northern Trust Investment Risk & Analytical Services: ESG Insights
Banking & Financial ServicesEnvironmental, Social and Governance

Northern Trust Investment Risk & Analytical Services: ESG Insights

January 18, 2024 3:45 PM

NORTHAMPTON, MA / ACCESSWIRE / January 18, 2024 / Northern TrustOriginally published in Northern Trust's 2022 Sustainability ReportNorthern Trust offers a suite of post-trade analytics services providing investors with insight and oversight of key ESG and climate-risk exposure detail.ESG Ratings Summary:This reporting service, which launched in 2020, offers a quantitative method for measuring ESG factors. Using a bottom-up, holdings-level...

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Visual Lease Solidifies Enterprise Market Leadership Position in 2023
Banking & Financial ServicesCompany Update

Visual Lease Solidifies Enterprise Market Leadership Position in 2023

January 18, 2024 10:45 AM

Lease optimization software provider redefines excellence with a single system of record for lease accounting, management and sustainability trackingWOODBRIDGE, NJ / ACCESSWIRE / January 18, 2024 / Visual Lease (VL), the #1 lease optimization software provider, today announced its results from 2023, reporting sustained double-digit annual recurring revenue and customer percentage growth, year-over-year."Visual Lease's accomplishments in 2023...

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T. Rowe Price Announces Business Resource Group Mentorship Program During National Mentoring Month
Banking & Financial ServicesEnvironmental, Social and Governance

T. Rowe Price Announces Business Resource Group Mentorship Program During National Mentoring Month

January 18, 2024 9:45 AM

BALTIMORE, MD / ACCESSWIRE / January 18, 2024 / Amid National Mentoring Month, a White House-recognized celebration of mentors across the country who push Americans to build confidence in their lives and careers, Baltimore-based global investment management firm T. Rowe Price introduces a new program focused on business resource group (BRG) mentorship.The BRG mentorship program, launching in January 2024, will provide associates within these...

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CoverForce Expands API Suite to Offer Cyber Insurance
Banking & Financial ServicesCompany Update

CoverForce Expands API Suite to Offer Cyber Insurance

January 18, 2024 9:00 AM

Foundational API built to connect insurance agency systems with carriers to sell cyber insurance with instant quotes and one-click bindNEW YORK, NY / ACCESSWIRE / January 18, 2024 / Today, CoverForce, the first independent API to deliver instant quotes and one-click binding from the leading insurance carriers, announced the addition of cyber insurance to its API toolkit.According to S&P Global, cyber is the fastest-growing subsector of the...

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Square One Warns of a 191% Increase in Frozen Pipe Home Insurance Claims
Banking & Financial ServicesCompany Update

Square One Warns of a 191% Increase in Frozen Pipe Home Insurance Claims

January 18, 2024 6:00 AM

A burst pipe incident costs, on average, about $16,000 to repair, and the recent weather has caused a major spike in insurance claims.VANCOUVER, BC / ACCESSWIRE / January 18, 2024 / With temperatures across Canada recently plummeting, homeowners need to take extra precautions to prevent their home's pipes from freezing. When the water inside a pipe freezes, the pressure can cause pipes and fittings to burst.A burst pipe incident costs, on...

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Acme 42 GmbH Announces Publication of Offer Document for Public Delisting Tender Offer to Shareholders of InVision Aktiengesellschaft
Banking & Financial ServicesMergers and Acquisitions

Acme 42 GmbH Announces Publication of Offer Document for Public Delisting Tender Offer to Shareholders of InVision Aktiengesellschaft

January 18, 2024 5:20 AM

NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION (IN WHOLE OR IN PART) IN, INTO OR FROM ANY JURISDICTION WHERE SUCH RELEASE, PUBLICATION OR DISTRIBUTION WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF SUCH JURISDICTION.DÜSSELDORF, GERMANY / ACCESSWIRE / January 18, 2024 / Acme 42 GmbH („Acme 42") announces today the publication of the offer document for the public delisting tender offer (cash offer) to the shareholders of InVision...

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William Penn Bancorporation Announces Quarter End Results and Cash Dividend to Shareholders
Banking & Financial ServicesEarnings

William Penn Bancorporation Announces Quarter End Results and Cash Dividend to Shareholders

January 17, 2024 4:30 PM

BRISTOL, PA / ACCESSWIRE / January 17, 2024 / William Penn Bancorporation ("William Penn" or the "Company") (NASDAQ CM:WMPN), the parent company of William Penn Bank (the "Bank"), today announced its financial results for the three and six months ended December 31, 2023. William Penn recorded net income of $11 thousand and $190 thousand, or $0.00 and $0.02 per basic and diluted share, for the three and six months ended December 31, 2023,...

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Boxwood Partners Advises iFranchise Group and Top Fire Media on Strategic Investment from L2 Capital
Banking & Financial ServicesMergers and Acquisitions

Boxwood Partners Advises iFranchise Group and Top Fire Media on Strategic Investment from L2 Capital

January 17, 2024 4:00 PM

Leading M&A Advisory Firm Adds to Successful Track Record in the Franchising SectorJUPITER, FL / ACCESSWIRE / January 17, 2024 / Boxwood Partners - a leading boutique middle-market M&A advisory firm - is pleased to announce iFranchise Group received a significant investment from L2 Capital, a lower middle market private equity firm in Devon, PA and Miami, FL. Boxwood Partners, which has established a solid reputation as a premier advisor for...

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