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Published on Jan 17, 2025

SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues

The Securities and Exchange Commission has charged Scott J. Mason and his companies, Rubicon Wealth Management and Orchard Park Real Estate Holdings, with defrauding at least 13 advisory clients out of more than $20 million. The U.S. Attorney’s Office for …

Source: Wealth Management - Neutral
Published on Jan 15, 2025

Wells Fargo keeping focus on independent advisors in 2025

Is the bank's next step building out its RIA custody business, one industry observer asks. Wells Fargo & Co.’s multi-year plan to support and build its independent broker and advisor channel is to keep on rolling in 2025, according to the bank’s …

Source: Investment News - Neutral

06 days 06:08:18

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Published on January 21, 2025 - 10:00 GMT

Candidly Delivers on WEF's 2025 Priority of "Investing in People" Through AI-Driven Student Debt and Savings Solutions

NEW YORK, NY, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- As global leaders gather for the 2025 World Economic Forum Annual Meeting to address critical challenges including workforce resilience, Candidly, the category leader in AI- …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 21:05 GMT

Hennessy Capital Investment Corp. VII Announces Closing of $190,000,000 Initial Public Offering

New York, NY, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Hennessy Capital Investment Corp. VII (NASDAQ: HVIIU) (the “Company”), a special purpose acquisition company, announced today the closing of its initial public offering (“IPO”) of 19,000,000 units, which …

Distribution channels: Banking, Finance & Investment Industry ...

Published on January 21, 2025 - 17:49 GMT

Smart Society Ventures Releases Whitepaper on the $200 Trillion Decarbonization Investment Opportunity

LONDON, UNITED KINGDOM, January 21, 2025 /⁨EINPresswire.com⁩/ -- Smart Society Ventures (SSV), is thrilled to share its new research paper “The Decarbonization Investment Landscape: Exploring Forces Behind the Hidden $200 Trillion Opportunity.” …

Distribution channels: Banking, Finance & Investment Industry, Energy Industry ...
Published on January 21, 2025 - 17:00 GMT

MontyCloud Secures Investment from S3 Ventures After Achieving 700% Growth in 2024

SEATTLE, WA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- MontyCloud, a leading AI-powered cloud operations platform, today announced an investment from S3 Ventures, a top-tier venture capital firm headquartered in Austin, TX. This …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on January 21, 2025 - 21:00 GMT

Three in Ten Affluent Investors Use AI to Inform Investment Decisions

LIVONIA, Mich., Jan. 21, 2025 (GLOBE NEWSWIRE) -- Trust in the financial investment community has reached an all-time high. However, this hasn’t stopped investors from embracing artificial intelligence (AI)-powered solutions to summarize market insights, …

Distribution channels: Business & Economy, Media, Advertising & PR ...
Published on January 21, 2025 - 20:08 GMT

Investing in Our Main Streets: Shapiro Administration Visits Pittston to See the Downtown’s Revitalization and Highlight ...

Since day one, Governor Josh Shapiro has made it a priority to position the Commonwealth as an economic development and innovation leader — securing $20 million in his bipartisan 2024-25 budget to create the Main Street Matters program to invest in small …

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Published on January 21, 2025 - 20:49 GMT

Investing in Our Main Streets: Shapiro Administration Visits Pittston to See the Downtown’s Revitalization and Highlight ...

Since day one, Governor Josh Shapiro has made it a priority to position the Commonwealth as an economic development and innovation leader — securing $20 million in his bipartisan 2024-25 budget to create the Main Street Matters program to invest in small …

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Published on January 21, 2025 - 21:00 GMT

IIPR INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Innovative Industrial Properties, Inc. Investors ...

NEW YORK, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising--Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Innovative Industrial Properties, Inc. (“IIPR” …

Distribution channels: Consumer Goods, Law ...

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Published on January 21, 2025 - 21:18 GMT

AIS Solutions Celebrates 25 Years of Excellence in Virtual Bookkeeping

AIS Solutions, an award-winning Canadian firm, proudly marks 25 years of helping entrepreneurs grow, make smart decisions, and achieve financial freedom. BURLINGTON, CANADA, January 21, 2025 /⁨EINPresswire.com⁩/ -- AIS Solutions, a multi-award- …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 20:30 GMT

Oceans Luxury Rehab Launches Premium Addiction Recovery Program for the New Year

Oceans Luxury Rehab presents a luxury detox to provide comprehensive, high-end care for individuals seeking a fresh start in January. ORANGE COUNTY, CA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- As the new year unfolds, Oceans …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 19:23 GMT

Industry Titan and Former Sotheby’s International Realty Top 100 Salesperson, Jay Pennypacker, Joins The Noble Agency

Bespoke Scottsdale Luxury Real Estate Sales and Marketing Firm Attracts Top Talent SCOTTSDALE, AZ, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- The Noble Agency, Arizona’s premier luxury real estate and marketing firm, is proud to …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 19:20 GMT

SRP Lending Stresses the Importance of the 4 Ps of Marketing for Home Builders

Tips for navigating an evolving real estate landscape ATLANTA, GA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- In the increasingly competitive and dynamic environment of real estate development and home building, SRP Lending emphasizes …

Distribution channels: Banking, Finance & Investment Industry, Building & Construction Industry ...
Published on January 21, 2025 - 19:10 GMT

Endear Raises $6 Million in Series A Funding Led by Channel Equity Partners

NEW YORK, NY, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Endear, the leading clienteling and CRM solution for omnichannel brands, today announced the successful close of its $6 million Series A funding round, led by Channel Equity …

Distribution channels: Banking, Finance & Investment Industry, Beauty & Hair Care ...
Published on January 21, 2025 - 19:06 GMT

Intense Technologies Named a 'Major Player' in IDC MarketScape for Intelligent Customer Communications Management

Learn why Intense Technologies is Named a 'Major Player' in IDC MarketScape for Intelligent Customer Communication Management and Automated Document Generation. HYDERABAD, TELANGANA, INDIA, January 21, 2025 /⁨EINPresswire.com⁩/ -- Intense …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 18:19 GMT

Milesbrand Welcomes Ad Industry Veteran Jenna Capobianco as Chief Creative Officer

Capobianco brings over 20 years of creative ad experience and bold strategic design DENVER, CO, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Milesbrand, an award-winning Denver-based branding and marketing agency specializing in the new …

Distribution channels: Banking, Finance & Investment Industry, Building & Construction Industry ...
Published on January 21, 2025 - 17:49 GMT

Smart Society Ventures Releases Whitepaper on the $200 Trillion Decarbonization Investment Opportunity

LONDON, UNITED KINGDOM, January 21, 2025 /⁨EINPresswire.com⁩/ -- Smart Society Ventures (SSV), is thrilled to share its new research paper “The Decarbonization Investment Landscape: Exploring Forces Behind the Hidden $200 Trillion Opportunity.” …

Distribution channels: Banking, Finance & Investment Industry, Energy Industry ...
Published on January 21, 2025 - 17:16 GMT

StoreDot Achieves Major Milestone with Silicon-Dominant 4695 Cylindrical Extreme Fast-Charging Battery Cells

StoreDot develops industry-first silicon-dominant 4695 cylindrical EV battery cells with extreme fast charging (XFC) capabilities. HERZLIYA, ISRAEL, January 21, 2025 /⁨EINPresswire.com⁩/ -- StoreDot, the pioneer of extreme fast charging (XFC) …

Distribution channels: Automotive Industry, Banking, Finance & Investment Industry ...
Published on January 21, 2025 - 17:00 GMT

MontyCloud Secures Investment from S3 Ventures After Achieving 700% Growth in 2024

SEATTLE, WA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- MontyCloud, a leading AI-powered cloud operations platform, today announced an investment from S3 Ventures, a top-tier venture capital firm headquartered in Austin, TX. This …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 16:00 GMT

PreemploymentDirectory.com Launches Employment Classifieds to Make Hiring Easier for Background Screening Industry Firms

PreemploymentDirectory.com's new 'Buzz Job Search' service will help hiring managers and HR fill open positions faster. ALPHARETTA, GEORGIA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- The employment landscape within the …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 16:00 GMT

Drezily Introduces AI-Powered Personal Shopping Assistant With Its Beta Launch

Drezily’s AI-powered personal shopping assistant brings conversational search and personalized discovery to transform the online shopping experience. CA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Drezily, a next-generation AI-powered …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 16:00 GMT

Agility Insurance Services Announces Medicare Partnership with Community Health Choice

RICHARDSON, TX, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Agility Insurance Services, a leading Field Marketing Organization (FMO) and General Agency for Medicare insurance, is proud to announce a new partnership with Community Health …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 15:31 GMT

Institutional Finance Leaders to Converge at RWA London Summit to Discuss the Future of Real World Asset Tokenization

Key Regulatory and Infrastructure Insights Will Help Empower Global Growth in Digital Asset Adoption LONDON, UNITED KINGDOM, January 21, 2025 /⁨EINPresswire.com⁩/ -- The RWA London Summit will bring together key industry leaders to explore the …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 15:06 GMT

SAFEBOOKS AI SELECTED AS FINALIST FOR 2025 SXSW PITCH

Safebooks to showcase its financial data governance platform in the FinTech & Future of Work category. WILMINGTON, DE, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Safebooks, the world’s first financial data governance platform …

Distribution channels: Banking, Finance & Investment Industry ...
Published on January 21, 2025 - 15:02 GMT

Grady Campbell Announces the 2025 TOP 50 PE Firms in the Middle Market™

CHICAGO, IL, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Grady Campbell, a leading private equity branding and marketing firm, is pleased to announce the 2025 TOP 50 PE Firms in the Middle Market™. The TOP 50 PE Firms in the Middle …

Distribution channels: Agriculture, Farming & Forestry Industry, Banking, Finance & Investment Industry ...
Published on January 21, 2025 - 15:00 GMT

VIPC Awards Technology Commercialization Grant to UVA Health for Promising First-in-Class Therapy to Treat Brain Cancer

Urgent need for safe, effective treatment for fatal form of brain cancer drives Dr. Hui Li to pursue small molecule inhibitors as novel therapeutic. RICHMOND, VA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- The Virginia Innovation …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 15:00 GMT

Small Businesses Delay AI Adoption, Lose Time and Money

Worried about the cost of AI solutions, small businesses delay implementation, incurring greater costs and shortchanging growth. HOUSTON, TX, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Leading invoice funding company Charter Capital …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 15:00 GMT

Verve and Experian Collaborate to Power Cross-Channel Advertising Solutions

NEW YORK, NY, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Verve, a leading media platform focused on emerging channels, announced today a collaboration with Experian, a global data and technology company. Together, they will integrate …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on January 21, 2025 - 14:54 GMT

Givzey Welcomes Version2 Second Cohort Revolutionizing Fundraising Forever with Fully Autonomous Fundraising

Version2 & Givzey Second Innovation Partner Cohort: Accelerating the Research, Development, and Deployment of Fully Autonomous Fundraising BOSTON, MA, UNITED STATES, January 21, 2025 /⁨EINPresswire.com⁩/ -- Version2, Givzey’s AI R&D lab …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...