Mutual Funds

As it turns six, crypto platform BYDFi expands into traditional finance, bolsters global regulatory compliance, and launches a $1M anniversary event.

Shelton Capital adds $100M in tactical ETFs and a key derivatives expert, signaling an aggressive push in the competitive active management space.

MJP Wealth Advisors President Brian Vendig joins the elite Barron’s 2026 list, a nod to the firm's rapid growth and sophisticated client strategies.

Frenchies Modern Nail Care names franchisee Kayla Bramlet its new Brand President, a strategic move betting on ground-level expertise to drive national growth.

The industrial giant earns top global ESG ratings for the third straight year, proving that strategic sustainability drives both environmental impact and investor value.

Michigan-based ELGA CU completes its cross-state purchase of Marine Bank, blending community focus with expanded commercial and consumer services.

National Bank's integration of CWB Wealth sparks fund terminations and a major shift in strategy, forcing investors to make critical financial decisions.

A state analysis predicts thousands in new annual household costs under NY's climate act, fueling warnings of a deepening affordability crisis.

AMG appoints decorated value investor G. Staley Cates to its board, signaling a strategic focus on long-term value as Karen L. Alvingham retires.

The former South Pole CEO's appointment signals a new era for PUR, focusing on high-integrity carbon markets and scaling holistic climate solutions.

A partnership between car dealers and a non-profit delivers thousands of coats, providing critical warmth to New Yorkers amid a historic homelessness crisis.

Roundhill launches TPAY, offering a 10% annualized monthly payout from the S&P 500. But is its 'return of capital' strategy a boon or a risk?

Getty Realty Corp. raises $131 million in a strategic stock offering, using a sophisticated forward sale to fund acquisitions and bolster its balance sheet.

The Investment Company Institute is linking its industry to America's 250th birthday. Is it a genuine celebration or a strategic rebrand?

A new walk-in lab with pediatric care opens in The Marketplace at Steamtown, marking a strategic move in retail health and enhancing local convenience.

The global asset manager starts 2026 with a bang, as strong market performance, significant client inflows, and currency effects fuel a $12.7 billion AUM surge.

Sila Realty Trust sets its 2025 earnings date. Investors are watching to see if its strategic acquisitions and dividend policy signal strength for the sector.

Atlanta-based Merit Financial Advisors makes its 54th acquisition, planting its flag in Detroit and highlighting a private equity-fueled consolidation wave.

DLP Capital's Don Wenner lands a top spot on a prestigious impact list, proving that building affordable housing can also build a financial powerhouse.

Prime Capital Financial acquires Bradshaw Rogers, adding $600M AUM and bolstering its new tax advisory practice while expanding its footprint in the Carolinas.