Financial services
Mercer Global Advisors, Inc., a national Registered Investment Adviser, has announced the acquisition of Family Wealth Planning Group, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets for over 200 families. This transaction marks Mercer Advisors' 20th women-led partner firm and expands its presence
Financial services
Axis Securities has reiterated its positive stance on JSW Energy, predicting a 37% upside from the current price due to the company's robust operational performance, capacity expansion, and investments in clean energy infrastructure. Key Takeaways: * JSW Energy saw a significant surge in power generation during Q1FY26, with installed
Financial services
CyberCube, a leading provider of software-as-a-service cyber risk analytics, has announced a strategic partnership with Wholesure, a wholesale brokerage subsidiary of Acrisure, to enhance cyber insurance support for small and medium-sized businesses. Through this partnership, Wholesure will license CyberCube's Broking Manager and CyberConnect solutions to equip brokers with
Financial services
Onbe, a leading corporate payouts platform, has partnered with B2B financial services provider Allied Solutions to help financial institutions and finance companies modernize the automotive refund process. The partnership combines Onbe's digital payouts gateway with Allied Solutions' Refund Plus(r) solution, offering comprehensive support for issuing refunds
Financial services
M2 Technologies' professional bookkeeping services, tailored for U.S. real estate firms, help manage trust accounts, commissions, lease payments, and vendor expenses. With cloud-based tools and industry-specific workflows, businesses gain accurate, audit-ready financials to support compliance, growth, and informed portfolio decisions. IBN Technologies' services alleviate the challenges of
Financial services
The commercial real estate (CRE) market is gearing up for a more active second half, according to a recent survey by LightBox, a leading provider of CRE data and technology. Despite growing uncertainty around interest rates, tariffs, and economic volatility, most industry professionals anticipate a busier second half, with 76%
Financial services
A bipartisan group of senators is urging swift action from the Office of Management and Budget (OMB) Director Russell Vought to disburse $324 million in congressionally-appropriated funding from the Community Development Financial Institutions (CDFI) Fund. The senators expressed concern over significant delays in obligating those funds, which has created uncertainty
Financial services
The Kroll Bond Rating Agency (KBRA) has assigned a AAA long-term rating with a Stable Outlook to Austin Independent School District's (ASD) Unlimited Tax School Building Bonds, Series 2025 (PSF), and concurrently affirmed the AAA long-term rating with a Stable Outlook for the District's Unlimited Tax
Financial services
The Trump Administration has caused a stir in the compliance community by delaying the implementation of anti-money laundering (AML) rules initiated by the Biden Administration. FinCEN announced that it will delay the effectiveness of the Investment Adviser AML Program Rule until January 1, 2028, and plans to revisit its scope
Financial services
Clear Street Holdings LLC, a New York-based company, has received positive issuer and senior unsecured debt ratings from Kroll Bond Rating Agency, LLC (KBRA). The ratings reflect the company's experienced management team, advanced technological foundation, and robust risk management capabilities. Additionally, Clear Street's historical consolidated earnings
Financial services
A bipartisan group of senators sent a letter to the Office of Management and Budget (OMB) Director Russell Vought urging swift action to disburse the $324 million in congressionally-appropriated funding from the CDFI Fund. This funding was allocated in the Fiscal Year 2025 appropriations package, but significant delays remain in
Financial services
The European Union and the United States have reached a long-anticipated trade agreement, imposing a 15% tariff baseline on the majority of European exports to the US. While this deal avoids the previously threatened 30-50% tariffs on EU goods, it marks a significant rise from pre-2025 levels of just 1-2%
