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SAN FRANCISCO--(BUSINESS WIRE)--Intellectus Partners has appointed AJ De Rosa as Chief Executive Officer of Intellebox.ai, effective October 1, 2025. The move marks Intellebox’s transition from an internal innovation to an independent company serving the advisory and wealth management industry. Intellectus Partners is an independent registered investment adviser founded by entrepreneurs for entrepreneurs. Developed within the Intellectus incubation group, Intellebox.ai is a full stack artificia...

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced it has been named a Leader in the IDC MarketScape: North American Retail Digital Banking Solutions 2025-2026 Vendor Assessment report (doc # US52039425, November 2025). Q2 was recognized for its stability, innovative platform, customer traction, and agile digital experience. “We believe Q2’s recognition as a Leader in the IDC MarketScape u...

SAN FRANCISCO--(BUSINESS WIRE)--Andersen is pleased to welcome Mandy Wu to its Silicon Valley office as managing director in the Commercial Tax practice....

OLYMPIA, Wash.--(BUSINESS WIRE)--One Washington Financial Invests in Penny Finance to Bring Financial Planning to All...

NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners has added Joe Bernheimer as Senior Partner and Managing Director. He will establish a new office location in Metuchen, NJ....

HELENA, Mont. & NEW YORK--(BUSINESS WIRE)--The Montana Office of Public Instruction (OPI), in partnership with Level All, today announced a statewide initiative to expand postsecondary and career readiness opportunities for Montana students. Through this collaboration, all Montana schools, educators, and families will have free access to Level All’s digital learning platform, equipping students with tools and guidance for college, career, and life success. The partnership builds on Montana’s fo...

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia, a leading life and annuity technology company (“the Company”), today announced that Michele Trogni has announced her retirement from her role as Chief Executive Officer and Chair of the Company. Michele will serve as a Senior Advisor to Eldridge Industries (Zinnia’s parent company) and its affiliates, including Zinnia, through at least 2027. In this capacity she will continue to contribute strategic guidance to Eldridge Industries, Zinnia’s Board, and...

GRAND RAPIDS, Mich.--(BUSINESS WIRE)--After a nationwide search, Priority Health, a nationally recognized nonprofit health plan serving more than 1.3 million members, has named Chase Osbourne as senior vice president of employer solutions & innovation. Osbourne had been serving as interim SVP since May 2025. Since joining Priority Health in 2005, Osbourne has held multiple leadership roles, most recently serving as vice president, chief underwriter. Under his leadership, Priority Health has...

NEW YORK--(BUSINESS WIRE)--Global Atlantic (Fin) Company (“Global Atlantic”) today announced that it has commenced a cash tender offer (the “Tender Offer”) for any and all of the outstanding 4.70% Fixed-to-Fixed Rate Subordinated Debentures due 2051 (the “Debentures”). Global Atlantic is a wholly owned subsidiary of Global Atlantic Limited (Delaware), which has fully and unconditionally guaranteed the Debentures on a subordinated, unsecured basis. The table below sets forth additional informati...

CLEVELAND--(BUSINESS WIRE)--Acquisition adds $366 million to MAI’s AUM while expanding its footprint in the Mid-Atlantic....