Banking & Finance

CMG Financial Executives Charlie Rogers and Tony Giglio Named to Mortgage Executive Magazine's 2025 Most Influential Executives List

February 5, 2026 10:45 AM

CMG Financial, one of the nation's leading privately held mortgage banking firms, announced today that Charlie Rogers, Executive Vice President and Head of Production, and Tony Giglio, Executive Vice President and Head of Retail Sales, have been named to Mortgage Executive Magazine's 2025 Most Influential Executives list. Each year, Mortgage Executive Magazine highlights leaders who are driving meaningful impact across the mortgage industry by...

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Crash Proof Retirement(R) Launches 2026 Educational Series with Event in Limerick, PA

February 5, 2026 10:45 AM

Crash Proof Retirement® kicked off its 2026 educational event series on January 14th at The Copperfield Inn in Limerick, PA, where CEO Traci Stillman presented market analysis and retirement protection strategies to nearly 50 attendees. The event, which saw an 80% request rate for follow-up consultations, highlighted how the company's proprietary retirement system delivered double-digit returns in 2025 while protecting clients from market...

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Advisor M&A Scales Up: Larger Firms, Higher Multiples, More Complex Deals

February 5, 2026 10:30 AM

Succession Resource Group, Inc. (SRG) published its tenth annual review of advisor acquisition activity, unveiling key trends in buying, selling, and succession planning. SRG saw continued growth in the volume of transactions, size of the transactions, as well as valuations, leading to optimistic predictions for 2026 M&A activity. This study draws on 171 transactions representing more than $14 billion in assets under management completed during...

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New Global Expansion Report Benchmarks the Hidden Costs and Risks of Scaling Across 19 Markets

February 5, 2026 10:30 AM

Native Teams, the global platform for work payments and legal employment, launched the Global Expansion Report, which provides the first cross-market benchmark of cost, timelines, digitalisation levels and regulatory risks for establishing and operating a legal entity across 19 jurisdictions. Based on aggregated data from more than 3,000 internationally active companies and verified input from 17 independent legal, accounting, and compliance...

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Smurfit Westrock Partners With SLR and RIZM To Accelerate Net Zero Transition Across Its European Recycled Paper Mills

February 5, 2026 8:30 AM

Smurfit Westrock, a global leader in sustainable paper and packaging, is collaborating with global environmental consultancy SLR and energy system optimization specialists RIZM to define detailed, site-specific transition plans across numerous recycled paper mills across Europe. The project aims to harness site-specific solutions and initiatives to achieve Net Zero targets. The site transition plans serve multiple purposes. Firstly, recycled...

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Ares Announces Record Fourth Quarter and Full-Year 2025 U.S. Direct Lending Origination Activity

February 5, 2026 6:30 AM

Ares Management Corporation (NYSE:ARES) announced today that Ares Credit funds (collectively "Ares") closed record U.S. direct lending commitments of approximately $19.4 billion across 119 transactions during the fourth quarter of 2025 and approximately $55.0 billion across 358 transactions in the 12 months ended December 31, 2025. Below is a description of selected transactions that Ares closed during the fourth quarter of 2025. Concert Golf...

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Why Collaboration Is the Most Underrated Skill in Winning Public and Federal Grants: Insights from Leslie Wise

February 5, 2026 6:00 AM

In the competitive world of public and federal grant funding, most conversations focus on compliance, deadlines, and technical writing. While those elements matter, they are rarely what separates a funded proposal from the rest. Increasingly, the true differentiator is collaboration, not as a buzzword, but as a disciplined, strategic skill. Leslie Wise, Founder and Principal Strategist of Wise Grants, has built her reputation on this insight....

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Gabcus Investment's Data-Driven Approach to Building Long-Term Investor Confidence

February 4, 2026 1:10 PM

Investor confidence is not something that appears because a firm says the right things. It builds slowly, often quietly, through decisions that hold up over time. In today's financial landscape, where markets can react sharply to a single headline or comment, confidence has become both more valuable and more fragile. At Gabcus Investment, data-driven decision making is not treated as a trend or a marketing phrase. It is treated as a working...

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United Overseas Trading Acquires Certain Entities of The Norvic Shipping Platform Including a Modern Dry Bulk Fleet Of Ultramax And Handysize Vessels

February 4, 2026 12:00 PM

United Overseas Trading ("UOT"), a wholly owned subsidiary of United Overseas Group ("UOG"), today announced that it has acquired certain entities from Norvic Shipping, specifically, the entire issued share capital of (i) Norvic Shipping Europe ApS (Denmark), (ii) Norvic Shipping Middle East DMCC (UAE), and (iii) Norvic Shipping Ventures Pte. Ltd. (Singapore). The acquisition includes a fleet of modern Ultramax and Handysize Japanese built dry...

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Beyond the End Zone: Jerry Rice on Winning in Life and Business

February 4, 2026 11:45 AM

Pro Football Hall of Fame wide receiver and three-time Super Bowl champion Jerry Rice is widely regarded as the best wide receiver to ever play in the National Football League. His meticulous preparation, relentless work ethic, and commitment to excellence during his 20-year NFL career became legendary. Jerry built his success through disciplined daily habits, used setbacks as motivation and developed the mindset required for sustained high...

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Succession Resource Group Announces Partnership with Focus Partners Advisor Solutions to Assist with Advisor Experience & Long-Term Enterprise Value

February 4, 2026 10:30 AM

Succession Resource Group, Inc. (SRG), a leading consulting firm dedicated to helping advisors navigate valuation multiples, equity-sharing growth, and exit planning, announced a partnership with Focus Partners Advisor Solutions, a leading service provider to an independent network of wealth management, business management, and related financial services firms. The partnership is designed to enhance the advisor experience by providing...

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Northern Trust's Award-Winning Start to 2026

February 4, 2026 10:15 AM

A winning start to 2026 We're kicking off the new year with some great news: Built In has recognized Northern Trust across multiple 2026 Built In Best lists! We're honored to be named among the very best places to work in several of our key hubs: Best Large Places to Work - Chicago Best Places to Work - Chicago Best Large Places to Work - San Francisco Best Places to Work - Los Angeles Best Large Places to Work - Boston Best Places to Work -...

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Seven Years Strong: Optima Tax Relief Continues Customer Service Winning Streak at Stevie(R) Awards

February 4, 2026 10:00 AM

Optima Tax Relief, the nation's leading tax resolution firm, has been honored with one Gold and two Silver Stevie® Awards in the 20th Annual Stevie Awards for Sales & Customer Service, marking the company's seventh consecutive year of recognition by the Stevie Awards and highlighting its sustained excellence in customer service and continued investment in people and technology. For the second consecutive year, Optima Tax Relief received the...

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AllianceBernstein - Root and Branch: A Case Study in Assessing Portfolio Biodiversity Risk

February 4, 2026 9:45 AM

What You Need to Know Biodiversity risk is more nuanced and complex than many investors think. For instance, there's a widespread belief that deforestation poses the biggest nature-related risk for most portfolios. But when we applied our proprietary biodiversity risk-assessment framework for a client, we found that water risk-not deforestation-was the portfolio's biggest exposure. Our analysis of the MSCI AWCI Index using the same framework...

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Dundon Advisers Appoints Anthony DeFeo as Managing Director to Lead Strategic Growth and Capital Formation

February 4, 2026 9:35 AM

Dundon Advisers LLC today announced that Anthony DeFeo has joined the firm as Managing Director, Marketing and Business Development. Mr. DeFeo will also be associated with affiliates Dundon Markets LLC and IslandDundon LLC. ("Dundon" refers to each or all three firms as context requires). DeFeo will lead strategic growth and channel management across Dundon's businesses and will direct client relations for the asset management business, with a...

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Fintech Meetup Reveals Joint Keynote from Global Financial Leaders Jessica Rusu and Kyle Hauptman

February 4, 2026 9:00 AM

Fintech Meetup, the most anticipated financial sector event, attended by more than 5,000 professionals, including over 1,000 CEOs and founders, and representatives from more than 700 financial institutions, today announced a joint keynote from two of the most influential leaders in global financial services: Jessica Rusu, Chief Data, Information, and Intelligence Officer at Financial Conduct Authority ("FCA") and Kyle Hauptman, Chairman of...

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Mastercard: Digging Deeper Roots in a Time of Change: Looking Back on Our Work Supporting Small Businesses in 2025

February 4, 2026 8:55 AM

By Mastercard Strive Originally published by Mastercard 2025 has reshaped the U.S. small business landscape in ways few expected. Shifts in economic policy, funding, and market dynamics have created new pressures - and opened new opportunities - for the entire ecosystem. For Mastercard Strive USA, the key question that emerged early in 2025 was: How do we help small business support organizations - and the entrepreneurs who rely on them - not...

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FutureGen Industries Retains Market-Making Services

February 3, 2026 5:30 PM

FutureGen Industries Corp. (formerly Right Season Investments Corp.) (TSXV:LITT)(Frankfurt:T500, WKN: A41WY4)("FutureGen Industries" or the "Company") announces that it has, subject to regulatory approval, retained Venture Liquidity Providers Inc. (VLP) to initiate its market-making service to provide assistance in maintaining an orderly trading market for the common shares of the Company. The market-making service will be undertaken by VLP...

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Roxmore Resources Announces Uplisting To Toronto Stock Exchange

February 3, 2026 4:15 PM

Roxmore Resources Inc. (formerly, Axcap Ventures Inc.) (CSE:RM)(OTCQX:GARLF) ("Roxmore" or the "Company") is pleased to announce that the Company will be uplisting to the Toronto Stock Exchange (the "TSX"). The common shares of the Company (the "Common Shares") will be voluntarily delisted from the Canadian Securities Exchange (the "CSE") effective as of close of market on Wednesday, February 4, 2026, and will commence trading on the TSX...

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D. Boral Capital Acted as Sole Bookrunner to K2 Capital Acquisition Corporation (Nasdaq: KTWOU) in Connection with its $138,000,000 Initial Public Offering

February 3, 2026 12:45 PM

On Jan. 30, 2026, K2 Capital Acquisition Corporation (NASDAQ:KTWOU) (the "Company") announced the closing of its upsized Initial Public Offering of 13,800,000 units at $10.00 per unit, which includes the exercise in full by the underwriters of their option to purchase an additional 1,800,000 units, with each unit consisting of one Class A ordinary share and one right to receive one-fifth (1/5) of one Class A ordinary share at the closing of the...

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