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PORTSMOUTH, N.H.--(BUSINESS WIRE)--Lorenz Private Trustees is pleased to announce the appointment of Matthew Santangelo as the second Private Trustee located in our Portsmouth, New Hampshire office. With his extensive experience and a distinguished career in fiduciary services, Matt brings a wealth of expertise that will enhance our team and the services that we provide to our clients. In his new role as Private Trustee, Matt will be serving as a professional, individual trustee and will be par...

NEW YORK--(BUSINESS WIRE)--Mercer, a business of Marsh McLennan (NYSE: MMC) and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people, today announced the completion of its previously announced acquisition of SECOR Asset Management. Terms of the transaction were not disclosed. SECOR serves the complex needs of institutional investors, with a range of end-to-end portfolio solutions, including i...

NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI), (“AlTi” or the “Company”), a leading independent global wealth manager with over $76 billion in combined assets, today announced that it completed the previously disclosed acquisition of Kontora on April 30, 2025. Kontora is a multi-family office and asset management company headquartered in Hamburg, Germany focused on UHNW families, entrepreneurs and select institutions, with assets under advisement and management of approximately Є1...

MINNEAPOLIS--(BUSINESS WIRE)--The complete earnings release can be found on the firm's website at pipersandler.com/earnings...

NEW YORK--(BUSINESS WIRE)--E*TRADE from Morgan Stanley today released the data from its monthly sector rotation study, based on the E*TRADE customer notional net percentage buy/sell behavior for stocks that comprise the S&P 500 sectors. About E*TRADE from Morgan Stanley and Important Notices E*TRADE from Morgan Stanley provides financial services to retail customers. Securities products and advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and a Registered Investment...

WASHINGTON--(BUSINESS WIRE)--Today, the American Association for Debt Resolution (AADR) and the Consumer Debt Relief Initiative (CDRI), two leading advocates for debt relief nationwide, have come together to form the Association for Consumer Debt Relief (ACDR). By bringing together the unique strengths and talents of each organization, ACDR will unify communications, continue to develop industry standards, and support education for its members. ACDR’s mission is to educate consumers and policym...

ALPHARETTA, Ga.--(BUSINESS WIRE)--The Minnesota Wild has partnered with Priority Sports, a unit of Priority, to enhance the team’s ticketing operations with seamless payment processing and scalable financial technology. Since March, Priority Sports has handled transactions for the Wild’s ticket sales, delivering fast, secure, and reliable service for fans while powering operational efficiency behind the scenes. “The launch of Priority Sports is a strategic expansion of our mission to simplify a...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE:LNC) announced today that the board of directors of Lincoln National Corporation has declared a quarterly dividend of $562.50 per share on the corporation’s 9.000% Non-Cumulative Preferred Stock, Series D, $25,000 liquidation preference per share, represented by depositary shares each representing a 1/1,000th interest in a share of the preferred stock, holders of which will receive $0.5625 per depositary share (NYSE: LNC PRD). The dividend w...

ATLANTA--(BUSINESS WIRE)--Operation HOPE, a national nonprofit dedicated to helping low- and moderate-income Americans thrive in an ever-changing economy, today announced the first quarter 2025 results of The HOPE Insider, its comprehensive nationwide client survey. The quarter’s new findings revealed that while a strong majority of respondents are feeling uneasy about the state of the economy and their personal finances, they remain optimistic about their ability to improve their personal fina...

BOSTON--(BUSINESS WIRE)--CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Wolf Group Capital Advisors (“WGCA”) and Parsons Capital Management, LLC (“Parsons”). WGCA, an RIA based in Fairfax, Virginia, provides comprehensive wealth management to high-net-worth clients. Parsons, a fee-only RIA providing investment management and financial planning, is located in New Hope, Pennsylvania. The deals add more than $1.4 billion in ass...