Fintech
TaxStatus Introduces Planning Observations to Automate Advisory Review
TaxStatus announced the launch of Planning Observations, a new capability that automatically extracts advice opportunities and gaps from clients’ IRS‑sourced tax
Markets
Bubble Down Car Wash Secures $200 Million Growth Capital from BTG Pactual
Bubble Down Car Wash announced a $200 million growth‑capital commitment from Strategic Capital, the investment arm of BTG Pactual Global Alternatives.
Wealth
Corient Acquires Letus Private Office to Boost European Wealth‑Management Presence
Corient announced an agreement to acquire Letus Private Office, a Paris‑based multi‑family office that manages roughly €4.1 billion (about
Markets
Tema ETFs Partners with SemiAnalysis to Launch Semiconductor ETFs
Tema ETFs announced an exclusive partnership with SemiAnalysis to create a suite of institutional‑grade, research‑driven exchange‑traded funds covering the
Wealth
SS&C Black Diamond TAMP Surpasses $2 B in Assets
SS&C Technologies Holdings announced that assets on its Black Diamond Wealth Solutions Turnkey Asset Management Platform (TAMP) have surged 2,
Banking
FHLB Dallas and FNBT Launch Laguna #4 Affordable Housing Revitalization
The Federal Home Loan Bank of Dallas (FHLB Dallas), First National Bank Texas (FNBT) and the Laguna Housing Development and Management Enterprise
Wealth
Maxima Introduces Max AI Agent for Enterprise Accounting
Maxima announced the launch of Max, an always‑on AI accounting agent that prepares routine journal entries, reconciliations and variance explanations for
Markets
PrivateEquityCXO & Falcon Partners Release 2026 Top 50 PE Firms Report
PrivateEquityCXO and Falcon Partners have published the “2026 Top 50 Private Equity Firms for Executives” report, which evaluates sponsor‑executive alignment using
Wealth
Regions Bank Appoints New Leaders to Accelerate Southeast Growth
Regions Bank announced two senior‑leadership appointments that are designed to deepen the company’s presence in high‑growth Southeast markets while
Policy
Nano‑X Imaging Hits $17.5 M Impairment, Triggers Shareholder Class Action
Nano‑X Imaging Ltd. (NASDAQ: NNOX) announced on April 20 2026 a $17.5 million impairment of long‑lived assets together with
Policy
Pacific Life Introduces Income Horizon™ CIT Series for DC Plans
Pacific Life announced the launch of Income Horizon™, a collective investment trust (CIT) series that lets defined contribution (DC) plan participants build
Fintech
Pinnacle Financial Partners Secures 165,000 sq ft Headquarters at Atlanta’s Ten Twenty Spring
Pinnacle Financial Partners (NYSE: PNFP) announced a landmark lease for 165,000 square feet of premium office space in Ten Twenty Spring,
Wealth
Flexstone to Acquire Glouston, Create $15B Private‑Equity Platform
Flexstone Partners announced that it will acquire Boston‑based Glouston Capital Partners, creating a combined private‑markets platform with more than $15
Markets
Franklin Templeton Adds Tax Overlay to Canvas Platform via Partner Program
Franklin Templeton announced the launch of its Preferred Partner Program (P3), an expansion of the Canvas investment platform that lets third‑party
