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May 5, 2025

OneStream Splash 2025: The Future of Finance AI Unveiled at Largest User Conference

OneStream, a leading enterprise finance management platform, has announced that its flagship user conference, OneStream Splash, will take place from May 13-15, 2025, at Music City Center in Nashville, TN. This year’s event promises to be the company’s largest yet, with more than 2,300 finance leaders, technical professionals, and partners expected. The conference will highlight the future of Finance AI and how it is transforming financial planning, forecasting, and decision-making.

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PR Newswire04 mins
OneStream Splash 2025: The Future of Finance AI Unveiled at Largest User Conference
May 5, 2025

Lido Advisors Partners with Copperwynd Financial to Expand Wealth Management Services

Lido Advisors, a leading wealth advisory firm managing over $29 billion in RAUM*, has announced its partnership with Copperwynd Financial, a Scottsdale, AZ-based Registered Investment Advisor (RIA). Copperwynd specializes in providing highly personalized, holistic financial planning for high-net-worth families. This partnership will combine the strengths of both firms to enhance their wealth management services and expand their reach in key markets.

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PR Newswire02 mins
Lido Advisors Partners with Copperwynd Financial to Expand Wealth Management Services
May 5, 2025

Clint Brookshire Promoted to Community Leader of Avantax

Avantax, a community of tax-focused financial professionals within Cetera, has announced the promotion of Clint Brookshire to Community Leader of Avantax. This new role will expand his influence within the Tax & Accounting channel of Cetera, where Avantax works alongside Cetera Financial Specialists.

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PR Newswire03 mins
Clint Brookshire Promoted to Community Leader of Avantax
May 5, 2025

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.

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EIN Presswire03 mins
FinaTech Unveils Patent-Pending Solution to Transform Private Equity Fund Management
May 2, 2025

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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PRWeb05 mins
Marshall & Stevens Acquires D.R. Payne & Associates to Expand Advisory Services
May 2, 2025

Cross River Launches Global Payments Solution for SMBs & Fintechs

Cross River Bank, a leading technology infrastructure provider offering embedded financial solutions, has announced the launch of its International Payments platform, aimed at simplifying and accelerating cross-border transactions for fintechs and small to medium-sized businesses (SMBs). In partnership with Aion, a modern business finance platform, Cross River leverages its proprietary banking core, flexible API stack, and robust compliance infrastructure to streamline international payments through multiple rails, making global financial operations more accessible, secure, and efficient.

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Businesswire05 mins
Cross River Launches Global Payments Solution for SMBs & Fintechs
May 2, 2025

JPMorganChase Commits $14.5M to Modernize Benefits Access

JPMorganChase has announced $14.5 million in philanthropic commitments to drive innovation in public and workplace benefits systems, aiming to improve financial health outcomes for millions of low- to moderate-income (LMI) Americans. The firm’s latest initiative expands its efforts to bridge the gap between wages and long-term wealth building, enabling broader access to critical support systems such as retirement plans, emergency savings, and education benefits. This funding reinforces JPMorganChase’s broader goal of advancing inclusive economic opportunity and financial resilience across the U.S.

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Businesswire05 mins
JPMorganChase Commits $14.5M to Modernize Benefits Access
May 2, 2025

Focus Financial Names Birenbaum President, Ferri COO

Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both appointments underscore the company’s continued evolution toward an integrated, client-first business model. With over $450 billion in client assets across more than 60…

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Businesswire03 mins
Focus Financial Names Birenbaum President, Ferri COO
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