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ATLANTA--(BUSINESS WIRE)--Third Wave Insurance (“Third Wave”), a retail insurance brokerage platform backed by TPG, a leading global alternative asset management firm, today announced the appointment of Paul Vredenburg as Chief Executive Officer. Third Wave Founder Brian Bair will transition to President and remain actively involved in leading the company’s insurance operations. Vredenburg brings more than two decades of experience building and scaling businesses in the insurance industry. Most...

OMAHA, Neb.--(BUSINESS WIRE)--Orion is expanding Advisor Trading, giving advisors a purpose-built version of its trading and rebalancing technology inside their daily workflow....

BIRMINGHAM, Ala.--(BUSINESS WIRE)--RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their businesses without compromise™, today announced its support of the strategic merger of WFA and Volare Wealth Advisors to form WFA Volare, a unified wealth management firm managing more than $750 million in client assets. The transaction brings together two relationship-driven advisory businesses that have operated within the RFG...

MIAMI BEACH, Fla.--(BUSINESS WIRE)--IRA Financial, a leading self-directed retirement platform, today announced the launch of a new business-to-business growth channel designed to serve RIAs, capital raisers, family offices, real estate syndicators, alternative-investment platforms and other professionals who work with investors looking to put retirement capital to work. To lead the effort, the company has named Tony Unkel as Director of Partnerships, a newly created role. IRA Financial has exp...

SAN FRANCISCO--(BUSINESS WIRE)--Feathery, the AI operating and decisioning system for financial services, today announced the launch of Robin, the first AI operations assistant for financial services. Robin enables insurance, wealth management, and banking firms to build and adapt workflows using plain English, while helping teams surface insights and support decisions. When teams want to build something new, they describe what they want to accomplish, and Robin turns that intent into a structu...

MINNEAPOLIS--(BUSINESS WIRE)--U.S. Bancorp to speak at the Barclays Global Financial Services Conference...

GREENWICH, Conn. and MÖNCHENGLADBACH, Germany--(BUSINESS WIRE)--Great Point Partners (“GPP”), a Greenwich-based private investment firm focused exclusively on the health care industry, is pleased to announce that it has sold GPP III portfolio company, MLM Medical Labs (“MLM”), to Labcorp. MLM is a leading provider of global central and specialty lab services supporting clinical trials, biomarker testing, and drug development in the life sciences and biopharma industries.Rohan Saikia, Managing Di...

NEW YORK--(BUSINESS WIRE)--Setpoint today announced that it served as third-party review provider for FIGRE Trust 2026-EXP2, a $316.3 million securitization of home equity lines of credit sponsored by Figure Technology Solutions, the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets. The transaction closed August 31, 2026. Morningstar DBRS rated the deal. Setpoint combines purpose-built technology with expert diligence professionals...

SEATTLE--(BUSINESS WIRE)--Sagard Real Estate (SRE), a leading U.S.-based real estate investment advisor and subsidiary of Sagard, a global multi-strategy alternative asset management firm, today announced the acquisition of 1100 Andover Park West, a 133,750-square-foot industrial property in Tukwila, Washington, within the greater Seattle market. Located at the northern end of the Kent Valley, the property sits on approximately 5.6 acres in one of the Puget Sound region’s most established infil...

NEW YORK--(BUSINESS WIRE)--Richelle Kalnit, an industry veteran, today launched independent advisory boutique Silhouette Advisors to help clients navigate sales under Article 9 of the Uniform Commercial Code and monetize intangible assets of all types. Ms. Kalnit combines more than 20 years of experience as a financial restructuring attorney and strategic advisor with notable success leveraging deep asset and process expertise to develop custom solutions on sell-side and buy-side engagements. W...