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Fidelity’s FutureWise unveils private markets partner network

FutureWise, Fidelity International’s default investment strategy for UK workplace pension schemes, has launched a private markets partner network, a group of general partners (GPs)...

&Partners Adds $864M Team From Wells Fargo Advisors

Foothills Legacy Wealth Management, an eight-person practice based in Saratoga Springs, N.Y., brings the hybrid broker/dealer's total assets to approximately $58 billion.

Pinnacle Technology Partners (PTP) Achieves AWS Premier Tier Status in the Amazon Web Services Partner Network

PTP announced today that it has achieved Premier tier in the AWS Partner Network (APN). NORWOOD, Mass., June 17, 2026 /PRNewswire-PRWeb/ -- PTP announced today that it has achieved...

Before the first loan: how broker leaders are reshaping financial outcomes from the ground up

FIT Solutions has secured new industry sponsorship, with LoanOptions.ai CEO Julian Fayad signing on to back the program's continued expansion.

Markets/Coverages: Fidelis Forms PVT Consortium for Rising Global Capacity Demand

Markets/Coverages: Fidelis Partnership Forms PVT Consortium for Rising Capacity Demand The Fidelis Partnership (TFP), the Bermuda-based managing general agent, announced the launch...

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

Inc.’s Power Partners: 5 Answers to Your Frequently Asked Questions

Don’t miss our early rate application deadline of June 26 for a chance to be named a partner that entrepreneurs can trust.

Partners Investing in PE funds is Widespread, Investigation Finds

A swathe of the largest U.S.-based law firms discreetly operate in-house investment managers that allow their partners to invest in private equity, though none is prepared to speak...

Foundation Partners Realty: A New Era of Full-Service Real Estate

As the real estate industry becomes increasingly specialized, many brokerages focus on a single segment of the market. However, a growing number of firms are embracing a more compr...

Bizcap Singapore Launches BFF Program to Recognise High-performing Partners

Bizcap Singapore has launched the Bizcap Frequent Funders (BFF) Program, a new partner loyalty initiative designed to reward high-performing brokers and referral partners with excl...

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

PFLA: A 7.375% Notes IPO From PennantPark Floating Rate Capital

Is FTAI Infrastructure (FIP) an Undervalued Equity?

The Pinnacle Group® and FutureSight Accounting LLC Announce Strategic Alliance, Expanding the Virtual Private Family Off...

Dr. Pat® Pachciarz partners with Amanda Hill, CPA and Eric Hill of FutureSight Accounting LLC — St. Louis, Missouri — to deliver AI-anchored, proactive tax strategy that recaptures...

Partner-led growth in payments: Why trust creates competitive advantage

The next wave of merchant acquisition will not be won by the biggest sales team. It will be won by the provider that can reach merchants through the relationships they already trus...

OGC Welcomes Five Partners in Q2, Adding Capabilities in Aerospace, Consumer Products, and Executive Compensation

Five new partners—spanning aerospace and defense, consumer products, healthcare, and employee benefits—extend OGC's national bench and reflect the firm's continued investment i...

Configure Partners launches private capital advisory team

Configure has hired Ravi Mehta and Jozef Lampa as managing director and vice president, respectively, for the private capital advisory team. The post Configure Partners launches pr...

Advisor Alliance: Bill360 Partner Program

Advisor Alliance is one way we here at Insightful Accountant can assist you in improving your business related to the various apps and software offerings we write about.

What Most Fintech Leaders Get Wrong When Hiring a Development Partner (Sergiy Fitsak)

Choosing a development partner for a fintech product is one of the more consequential decisions a te...

Full Send Partners Expands Advisory Capabilities with the Addition of Reid Mattan as Senior Vice President

Bringing deep expertise in investment banking and corporate finance, Reid Mattan will help Full Send Partners' clients navigate complex transactions and capitalize on growth opport...

An industry maverick's latest plan to draw advisors from the giants

Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financi...

FTAI Infrastructure (FIP) Expects More Than $300 Million in Net Proceeds from Long Ridge Deal

Fortune Media and Great Place To Work Name Halcyon Financial Technology, L.P. to 2026 Fortune Best Workplaces in the B...

Great Place To Work® and Fortune magazine have honored Halcyon Financial Technology, L.P. ("HalcyonFT") as one of this year's Best Workplaces™ in the Bay Area. This is Halcyon...

Protera Advances SAP Partnership with SAP PartnerEdge Build and Sell Tracks and Partnerportal Availability on SAP Store

Protera, a leading SAP-focused cloud modernization and managed services provider, announced a series of major milestones that deepen its partnership with SAP and reinforce its posi...