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BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the category-defining estate planning platform for financial advisors, announced today that Emily Tran has joined the company as Vice President of Marketing. Tran will lead all facets of Vanilla’s marketing strategy, with a focus on driving awareness, deepening advisor engagement, and accelerating adoption of the platform across the wealth management industry. Tran brings over 10 years of financial services marketing experience to the role, most recent...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Edelman Financial Engines (EFE), the nation’s leading independent wealth planning1 and workplace2 investment advisory firm, announced the appointment of Michael Liersch as Chief Planning Officer, effective August 29, 2025. In this newly created role, Liersch will lead the firm’s strategic agenda around financial planning, advice, and solutions, evolving the firm’s offering to respond to the dynamic needs of clients. He will report directly to CEO Jay Shah....

ST. LOUIS--(BUSINESS WIRE)--Parkwoods Wealth Partners names Kevin Reilly, CFP®, CFO and Head of M&A to drive strategic growth and advisor-focused acquisition initiatives....

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC) today announced the launch of a four-part content series, titled ‘The Action Plan,’ in partnership with wellness advocate and podcast host, Rich Roll. The new content series marks the next installment of Lincoln Financial’s wide-sweeping campaign, The Action Plan, aimed at helping Americans build financial security to help ensure they can pursue their passions and pastimes well into retirement. This latest installment takes Roll’s #1 s...

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and u...

NEW YORK--(BUSINESS WIRE)--Bilt, the largest housing and commerce platform already adopted by 70% of the nation's top property managers, today announced the appointment of Margette Hepfner as Executive Director of Resident Loyalty as of August 1, 2025. Hepfner brings more than two decades of multifamily operations leadership experience, most recently serving as Chief Operating Officer of Residential Management at Willow Bridge Property Company, where she oversaw daily operations for more than 2...

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company’s Operating Committee. “Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market strategies and driving growth across multiple ve...

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Summer Business Update for institutional investors on Friday, July 18th....

BOZEMAN, Mont.--(BUSINESS WIRE)--FICO (NYSE: FICO): Highlights: FICO® Score Mortgage Simulator gives mortgage professionals the ability to simulate how changes in an applicant’s credit report data can impact their FICO® Score. The tool empowers lenders and borrowers to make more informed credit decisions, creating better customer experiences and increasing education around their FICO® Score. FICO® Score Mortgage Simulator is the only score simulator on the market today for mortgage professional...

WEST HARTFORD, Conn.--(BUSINESS WIRE)--Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, announced today that Iron Horse Wealth Management (“Iron Horse”), a registered investment adviser (“RIA”), has joined the firm. This partnership establishes Apella’s presence in Johnston, IA, and extends the firm’s financial planning and investment management services into the Midwest region. Led by Founder and President, Dennis Markway,...