HOUSTON, June 16, 2026--(BUSINESS WIRE)--Mantis Innovation, a national leader in facility performance and energy efficiency consulting, today announced its acquisition of E4E Solutions, expanding its ...

Strategic Partnership Expands Access to Intelligent Financial Planning, Reporting, Consolidation, and Analysis Across Pine Services Group's Global Network of 10,000 Customers LOS ANGELES, June 9, 2026 ...

LOS ANGELES, June 9, 2026 /PRNewswire/ -- Solver, an AI-accelerated extended financial planning and analysis (xFP&A) solution, today announced a strategic partnership with Pine Services Group, a ...

CNBC has teamed up with Addepar to provide a quarterly snapshot of family office portfolios. Addepar's data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Implementation of artificial intelligence in any organization may sound like it needs a plan ...

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FT says markdowns apply to loans made to software companies Remarking of loans doesn't often occur, but not the first time for JPM, source says Investor withdrawals surge from private credit vehicles ...

Fidelity is rolling out new model portfolios and an education program aimed at helping RIAs and other wealth managers add alternative investments to client accounts, as the case for exposure to ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

Wealthtech platform Orion has introduced Tailored Allocation Portfolios, which combine the company’s direct indexing services with third-party model portfolios. The models, featuring ETFs and mutual ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...