Archives

Franklin Templeton Expands Canvas Platform With Preferred Partner Program

By Amit Chowdhry ● Jun 19, 2026

Franklin Templeton announced the launch of its Preferred Partner Program, an expansion of its Canvas platform that enables third-party asset managers to offer tax-managed versions of their proprietary investment strategies through Canvas.

Protege: Interview With Co-Founder & CEO Bobby Samuels About The AI Data Platform

By Amit Chowdhry ● Jun 19, 2026

Protege is an AI data platform that securely connects private data holders in industries like healthcare and media with AI developers, enabling the compliant licensing and exchange of real-world data. Bobby Samuels co-founded the company and serves as its CEO, leading its overall strategy, execution, and capital formation. Pulse 2.0 interviewed Protege co-founder and CEO Bobby Samuels to learn more.

Enhanced Closes Initial Tranche Of $50 Million PIPE Financing

By Amit Chowdhry ● Jun 19, 2026

Enhanced Group announced the closing of the initial tranche of its previously disclosed $50 million private investment in public equity financing. The remaining tranches are expected to close following customary regulatory and stock exchange approvals.

CIM Group’s Permanent Power Company Closes $600 Million Construction Financing For Grape Solar And Storage Project

By Amit Chowdhry ● Jun 19, 2026

CIM Group’s Permanent Power Company announced that it has closed an approximately $600 million construction financing facility for its Grape solar and energy storage project in California.

Anti Fund Closes Oversubscribed $100 Million Growth Fund

By Amit Chowdhry ● Jun 19, 2026

Anti Fund announced the closing of its oversubscribed $100 million Anti Fund Growth I. With the close of Growth I, Anti Fund now has more than $180 million in assets under management.

Scribe Therapeutics Awarded Over $25 Million From CIRM For CRISPR-Based Gene Editing Programs

By Amit Chowdhry ● Jun 19, 2026

Scribe Therapeutics announced that it has been awarded more than $25 million from the California Institute for Regenerative Medicine across two preclinical programs targeting cardiovascular and metabolic disease.

SageSpring Wealth Partners Adds Five New Equity Partners

By Amit Chowdhry ● Jun 19, 2026

SageSpring Wealth Partners announced the addition of five new equity partners. The new partners are Chase Keen, Senior Vice President; Daniel Peterman, Senior Executive Vice President; Jason Plunkett, Senior Vice President; Ryan Terry, Senior Vice President; and Jackson Wilcox, Senior Vice President.

Stable Commits $100 Million To Zenzic Capital’s Evergreen Credit Strategy

By Amit Chowdhry ● Jun 19, 2026

Zenzic Capital announced that Stable Asset Management has made a $100 million strategic commitment to the Zenzic Real Estate Credit Opportunities Fund.

Ben Elkins: Interview With The CEO Of AireBeam And Utah Broadband

By Amit Chowdhry ● Jun 19, 2026

Salesforce Unveils Agentic Advisor For Financial Services

By Amit Chowdhry ● Jun 19, 2026

Salesforce announced Agentic Advisor, an AI-powered solution built natively in Agentforce for Financial Services.

Vestmark Surpasses $50 Billion In AUM

By Amit Chowdhry ● Jun 19, 2026

Vestmark announced that Vestmark Advisory Solutions has surpassed $50 billion in assets under management.

Avaya: Interview With Head of Product Management – Apps Sarita Fernandes About The Cloud Communications Platform

By Amit Chowdhry ● Jun 19, 2026

Avaya provides cloud communications and workstream collaboration services, specializing in unified communications (UCaaS) and AI-powered contact center (CCaaS) platforms that help businesses manage employee and customer experiences. Pulse 2.0 interviewed Avaya's Head of Product Management— Apps, Sarita Fernandes, to learn more.

&Partners Expands With Advisor Additions Across South Carolina, Indiana, New Jersey And Beyond

By Amit Chowdhry ● Jun 19, 2026

&Partners announced several recent additions to its wealth management community, including Brandon Downey at Triune Wealth Management, Three Points Wealth Planners, Brookside Wealth Advisors, and new team members at Wavewood Private Wealth.

Creative Planning To Acquire MarkhamNorton Accountants+Advisors

By Amit Chowdhry ● Jun 19, 2026

Creative Planning announced that it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors, an accounting and advisory firm based in Southwest Florida.

Genesis Wealth Welcomes $725 Million Advisor Alan Feutz

By Amit Chowdhry ● Jun 19, 2026

Genesis Wealth announced that Alan Feutz has joined the firm as Partner and Wealth Advisor. Feutz joins Genesis Wealth from JPMorgan Securities, where he previously oversaw $725 million in client assets. He is based in Deerfield, Illinois, and brings 26 years of industry experience.

UBS Hires Financial Advisors Managing Over $2 Billion In Assets

By Amit Chowdhry ● Jun 19, 2026

UBS Wealth Management announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets.

Oxford Financial Group Expands Cincinnati Office With Two Managing Director Appointments

By Amit Chowdhry ● Jun 19, 2026

Oxford Financial Group announced the appointment of Neal Davis and Ashlee Walton as Managing Directors in its Cincinnati office.

Northwind Group: Interview With Founder & Managing Partner Ran Eliasaf About The Real Estate PE Firm

By Amit Chowdhry ● Jun 19, 2026

Northwind Group is a Manhattan-based real estate private equity firm that manages closed-ended credit funds, originating bridge loans, and equity investments across the US for residential, commercial, and senior-living/healthcare properties. Pulse 2.0 interviewed Northwind Group founder and managing partner Ran Eliasaf to learn more.

Critical Energy Raises $22 Million Seed Round To Scale Modular Turbine Power Systems

By Amit Chowdhry ● Jun 19, 2026

Critical Energy announced that it has raised $22 million in seed funding to accelerate deployment of its modular, factory-built turbine power generation systems.

RealTime Reservation Acquires STAY To Create Global Guest Experience Platform

By Amit Chowdhry ● Jun 19, 2026

Phoenix Investors Acquires 600,000-Square-Foot HMH Education Company Site In Troy, Missouri

By Amit Chowdhry ● Jun 19, 2026

Phoenix Investors announced that an affiliate of the company acquired a nearly 600,000-square-foot industrial facility located at 200 Academic Way in Troy, Missouri.

Great Canadian Entertainment Completes Sale Of River Rock Casino Resort

By Amit Chowdhry ● Jun 19, 2026

Great Canadian Entertainment announced that it has completed the sale of River Rock Casino Resort in Richmond, British Columbia.

Maia Raises $1.2 Million To Accelerate AI-Powered Medical Coding And RCM For Orthopaedic Practices

By Amit Chowdhry ● Jun 19, 2026

Maia announced it has closed a $1.2 million seed funding round to accelerate development of its AI-powered medical coding and revenue cycle management platform for orthopaedic practices.

Bronco Wine Company Acquires Resurrection Brands To Expand National Representation Portfolio

By Amit Chowdhry ● Jun 19, 2026

Google Highlights How Universities Are Preparing Students For An AI-Powered Future

By Amit Chowdhry ● Jun 19, 2026

Google outlined how universities across the U.S. are using its AI tools to help students, faculty, and staff prepare for an AI-powered future.

Lockheed Martin And GM Defense Partner To Strengthen U.S. Manufacturing And Defense Industrial Base

By Amit Chowdhry ● Jun 18, 2026

Lockheed Martin and GM Defense announced a new collaboration intended to strengthen America’s manufacturing and defense industrial base.

Morgan Stanley Real Estate Investing Acquires Metra Living For £1.045 Billion

By Amit Chowdhry ● Jun 18, 2026

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing, announced the acquisition of the Private Rented Sector business of London & Quadrant Housing Trust, which trades as Metra Living, in partnership with Ridgeback Group.

Archives

Franklin Templeton Expands Canvas Platform With Preferred Partner Program

Protege: Interview With Co-Founder & CEO Bobby Samuels About The AI Data Platform

Enhanced Closes Initial Tranche Of $50 Million PIPE Financing

CIM Group’s Permanent Power Company Closes $600 Million Construction Financing For Grape Solar And Storage Project

Anti Fund Closes Oversubscribed $100 Million Growth Fund

Scribe Therapeutics Awarded Over $25 Million From CIRM For CRISPR-Based Gene Editing Programs

SageSpring Wealth Partners Adds Five New Equity Partners

Stable Commits $100 Million To Zenzic Capital’s Evergreen Credit Strategy

Ben Elkins: Interview With The CEO Of AireBeam And Utah Broadband

Salesforce Unveils Agentic Advisor For Financial Services

Vestmark Surpasses $50 Billion In AUM

Avaya: Interview With Head of Product Management – Apps Sarita Fernandes About The Cloud Communications Platform

&Partners Expands With Advisor Additions Across South Carolina, Indiana, New Jersey And Beyond

Creative Planning To Acquire MarkhamNorton Accountants+Advisors

Genesis Wealth Welcomes $725 Million Advisor Alan Feutz

UBS Hires Financial Advisors Managing Over $2 Billion In Assets

Oxford Financial Group Expands Cincinnati Office With Two Managing Director Appointments

Northwind Group: Interview With Founder & Managing Partner Ran Eliasaf About The Real Estate PE Firm

Critical Energy Raises $22 Million Seed Round To Scale Modular Turbine Power Systems

RealTime Reservation Acquires STAY To Create Global Guest Experience Platform

Phoenix Investors Acquires 600,000-Square-Foot HMH Education Company Site In Troy, Missouri

Great Canadian Entertainment Completes Sale Of River Rock Casino Resort

Maia Raises $1.2 Million To Accelerate AI-Powered Medical Coding And RCM For Orthopaedic Practices

Bronco Wine Company Acquires Resurrection Brands To Expand National Representation Portfolio

Google Highlights How Universities Are Preparing Students For An AI-Powered Future

Lockheed Martin And GM Defense Partner To Strengthen U.S. Manufacturing And Defense Industrial Base

Morgan Stanley Real Estate Investing Acquires Metra Living For £1.045 Billion

AstroNova To Be Acquired By Arcline For $29 Per Share In Cash

Aptus Aero Acquires E.M.C. Aerospace

Vedana Therapeutics Raises $46 Million To Advance Next-Generation Migraine Therapies