MAI Capital Management appointed Matt Barthel as Managing Partner, Strategic Advisor Recruiting, adding a veteran industry ...

Edward Jones is developing an AI-powered, end-to-end retirement plan management platform designed to help financial advisors ...

The RMR Group announced that it facilitated a $272.1 million interest-only mortgage financing on behalf of a managed joint ...

Kampala Capital announced the extension and upsize of a warehouse facility with private funds managed by O’Connor Capital ...

Potomac Fund Management announced three new initiatives spanning direct indexing, hedge fund investing, and ...

Scarlet raised $50 million in Series B funding to expand its AI medical device certification platform and build what it ...

Volato Group, which is in the process of rebranding as SOAR AI, entered into a common stock purchase agreement with an ...

Spartan Marketing acquired Notion Design Group, a website design and development firm that has built more than 1,000 websites ...

HR Path acquired SnapAI, a startup specializing in artificial intelligence and regulatory compliance, as the company expands ...

Rochester Midland Corporation acquired ApHinity Technologies, an environmental solutions provider based in La Habra, ...

BRG expanded its Financial Institution Advisory practice with the addition of Managing Directors Conway Dodge and Michael ...

DLA Piper appointed Ryan Iskandar as a Partner in its global Finance practice. Based in the firm’s Sydney office, Iskandar ...