• News
  • May 6, 2025
  • 63 views
Focus Financial Partners Adopts intelliflo redblack for Trading & Rebalancing

intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.

  • News
  • May 6, 2025
  • 169 views
Edelman Financial Engines Acquires Cahill Wealth Management

Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.

  • News
  • May 6, 2025
  • 79 views
Optimum Groupe Financier Posts Strong 2024 Financial Performance

Optimum Groupe financier presented its 2024 financial results during the annual shareholder meeting of Groupe Optimum inc. The company reported a year of exceptional growth and profitability, with nearly $1.4 billion in revenue and a shareholder return exceeding 17%. These results affirm Optimum’s strategic focus on sustainable finance, operational excellence, and customer-driven innovation across Canada, the U.S., and France.

  • News
  • May 6, 2025
  • 62 views
Finastra Forum Spotlights Innovation in U.S. Payment Modernization

Finastra hosted its annual U.S. Payments Business Forum in Fort Lauderdale, Florida from April 2–4, bringing together financial institution leaders from across the country. The forum focused on key industry trends, market shifts, regulatory updates, and the critical role of innovation and customer-centric strategies in the evolving payments landscape.

  • News
  • May 5, 2025
  • 64 views
Dynamic Decisions Launches in Dallas, Offering Collaborative Accounting Services for Small Businesses

Dynamic Decisions, a new accounting firm in Dallas, has officially opened its doors, bringing a fresh approach to bookkeeping, accounting, and fractional CFO services. Specializing in businesses within the services industries, bookstores, and coffee shops, Dynamic Decisions is redefining the role of an accountant by emphasizing collaborative relationships over transactional services.

  • News
  • May 5, 2025
  • 63 views
Pomelo Group Appoints Abdul Aleem Abdul Gafoor as Country Manager for South Asia

Pomelo Group, a leading provider of omnichannel acquiring platforms, has announced the appointment of Abdul Aleem Abdul Gafoor as its first Country Manager for South Asia. Based in the Maldives, Aleem will support Pomelo’s key clients in both Sri Lanka and the Maldives, driving growth and strengthening Pomelo’s presence in the region.

  • News
  • May 5, 2025
  • 73 views
Affirm Partners with UATP to Bring Flexible Payment Options to the Global Travel Industry

Affirm, a leading payment network that enables consumers to purchase what they want with flexibility and helps drive merchant growth, has announced a major global long-term partnership with UATP, a network owned and operated by a consortium of airlines worldwide. This collaboration will integrate Affirm’s flexible and transparent installment payment options directly into UATP’s network, which includes thousands of major airlines, rail carriers, and travel agencies.

  • News
  • May 5, 2025
  • 73 views
Foresters Financial Increases Dividend Interest Rate to 6.00% for US Members

The Independent Order of Foresters Foresters Financial is pleased to announce an increase in its dividend interest rate to 6.00% for eligible participating certificate holders in the US, effective May 1, 2025. This marks an improvement from the previous rate of 5.90%, highlighting another strong year for the organization’s investment performance.

  • News
  • May 5, 2025
  • 63 views
FinaTech Unveils Patent-Pending Solution to Transform Private Equity Fund Management

FinaTech, a financial technology company, has introduced a game-changing patented solution designed to transform the private equity landscape. By lowering capital costs, offering greater flexibility, and providing access to a broader range of investors especially retail investors FinaTech’s new credit enhanced fund structure significantly improves the traditional limited partner-general partner (LP-GP) model.

  • News
  • May 2, 2025
  • 75 views
Marshall & Stevens Acquires D.R. Payne & Associates to Expand Advisory Services

Marshall & Stevens, a leading independent provider of valuation advisory, transaction consulting, and litigation support services, has announced the acquisition of D.R. Payne & Associates (DRPA), an Oklahoma City-based financial consulting firm. This strategic move represents the firm’s eighth acquisition since 2023, significantly strengthening its nationwide capabilities in fiduciary advisory, forensic accounting, restructuring, and more. The leadership of DRPA will continue in their roles, reinforcing continuity for clients and deepening Marshall & Stevens’ consulting bench.

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