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Zephyr Releases PSN Outlook for 2025 Showcasing Opportunities for Investing in Separately Managed Accounts (SMAs) for 2025 and Beyond

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NEW YORK, March 31, 2025 /PRNewswire/ — Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software, has released its highly anticipated Zephyr PSN Outlook for 2025. Asset management firms were invited to participate in the eBook to share insights and expertise. As SMAs continue to grow in popularity, managers are interested in more information. The Zephyr PSN Outlook for 2025 serves as a resource for financial advisors, family offices, asset managers, financial analysts and wealth managers seeking to implement, or learn more about separately managed accounts.

The Zephyr PSN Outlook for 2025 serves as a resource to implement or learn more about separately managed accounts.

The following firms contributed:

How can two things be so identical yet be so different? – Affinity Investment Advisors

The Role of Quantitative Models in Building Smarter SMAs – Ativo Capital

The Value of Using Factor Clones Versus Broad Benchmarks When Assessing Manager Skill – Aapryl, a subsidiary of Xponance

The Time is Right for Value – Boston Common Asset Management

Investing in Separately Managed Accounts – Capital Wealth Planning LLC

The Federer Paradox: Embracing a Small Advantage to Win Big – Cornerstone Investment Partners LLC

Turning SMA Reporting into a Competitive Advantage – Data Centrix

Good AI Needs Good Data – finmason

Time To Diversify – Horizon Investment Services

The Axiom of Choice – Martin Investment Management LLC

Role of an Outsourced Boutique Manager in Separately Managed Accounts (SMAs) – One Oak Capital Management

SMAs vs. Mutual Funds: Understanding the Differences – Oppenheimer Investment Management

SMA investing, through a business-owner’s perspective – Rothschild Wealth Partners

Navigating Volatile Markets: How SMAs Offer More Control in Small-Cap Investing – Shaker Investments

Riddle Me This… – Tannin Capital

The Zephyr PSN Outlook for 2025 can be viewed – here.

PSN, a leader in SMA data, provides access to hundreds of award-winning products. For 40 years, PSN has been a trusted resource for investment professionals, helping asset and wealth managers connect with investors. The PSN database includes over 21,000 products and nearly 40 years of historical data, making it an invaluable tool for detailed insights and strategic planning.

“We believe that contributing to PSN offers asset managers unparalleled access to wealth managers and plan sponsors interested in performing necessary due diligence,” says Chris Volpe, Director of Wealth Management Solutions and Head of Zephyr. “As we look ahead, we are excited to share Zephyr’s PSN Outlook for 2025. The continued growth and interest in the SMA space present a unique opportunity for PSN contributors and partners to share their valuable insights.”

Additionally, PSN’s Annual SMA Poll takes the temperature of SMA investing across different firm types and asset classes. Investment professionals are encouraged to take the poll which can be accessed here.

About PSN
For four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database. It provides comprehensive data on asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details visit PSN online to learn more.

About Zephyr
Zephyr‘s is the industry’s most awarded financial services software earning top honors for data and research, technology platform and most recently “Best Wealth Management Company” in the 2025 FinTech Breakthrough Awards. The solution offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel. The award-winning technology empowers investment professionals with financial technology to navigate a bullish or bearish market. Zephyr’s investment management software allows asset managers to communicate their strategies more cost-efficiently by using customized, on demand template technology. To learn more about Zephyr, visit ZephyrFinancialSolutions.com.

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SOURCE Zephyr, an Informa Company

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IdentityIQ Expands Access to Identity Protection and Financial Wellness Tools with New Spanish-Language Experience

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New Spanish-language version brings identity protection, credit monitoring and financial health resources to more than 41 million Spanish-dominant speakers in the U.S.

TEMECULA, Calif., Sept. 1, 2026 /PRNewswire/ — IdentityIQ, a leading provider of identity theft protection, credit monitoring and financial wellness solutions, today announced the launch of new plans now in Spanish, expanding access to comprehensive identity and credit protection to more than 41 million Spanish-dominant speakers in the United States.

The new Spanish-language experience gives consumers the ability to enroll, access their member dashboard and manage their financial health entirely in Spanish. The launch also supports B2B partners serving Spanish-speaking customers with a localized partner experience.

“Financial protection shouldn’t depend on language,” said Rick Eggleton, chief revenue officer for IDIQ, which operates the IdentityIQ brand. “Our Spanish-language offering gives millions of consumers greater access to the tools they need to protect their identity, credit and financial health.”

The Spanish-language plans include IdentityIQ’s most comprehensive suite of identity protection and financial wellness tools, including credit monitoring, dark web monitoring, identity theft alerts, credit score tracking, optional rent and utility payment reporting, credit education and other financial health resources.

The launch addresses a significant gap in the financial services marketplace, where language barriers can limit access to tools that help consumers monitor their credit, detect potential identity theft and build stronger financial profiles.

“This is more than translating a product,” Eggleton said. “It’s about making identity protection and financial wellness easier to understand, easier to access and more relevant to Spanish-speaking consumers.”

The launch reflects IdentityIQ’s broader commitment to making identity protection and financial wellness more accessible to underserved communities. By offering its core services in Spanish, IdentityIQ is helping remove language barriers that can make it more difficult for consumers to understand and actively manage their credit and financial health.

The Spanish-language launch also expands opportunities for IdentityIQ’s B2B partners to provide identity protection and financial wellness benefits to Spanish-speaking customers and employees.

“Everyone should have the opportunity to understand and take control of their financial wellness,” Eggleton said. “Expanding our premium plan in Spanish is an important step toward making that possible for millions of consumers.”

For more information on IdentityIQ’s Spanish-language plans and its comprehensive identity protection, credit monitoring and financial wellness solutions, visit https://www.identityiq.com.

About IdentityIQ

IdentityIQ®, offered by IDIQ®, is a leading provider of identity theft protection, credit monitoring and financial wellness solutions. IdentityIQ helps consumers monitor and protect their identities, credit and personal information through comprehensive monitoring, alerts and recovery support services.

View original content:https://www.prnewswire.com/news-releases/identityiq-expands-access-to-identity-protection-and-financial-wellness-tools-with-new-spanish-language-experience-302866626.html

SOURCE IDIQ

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BKF Appoints Andrew Esposito Chief Financial Officer

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People-focused AEC industry veteran appointed to support strategic growth

OAKLAND, Calif., Sept. 1, 2026 /PRNewswire/ — BKF, the premier AEC firm in the Western United States, today announced the appointment of Andrew Esposito as Chief Financial Officer, a strategic addition to its executive leadership team as the firm continues to invest in growth, expand its market presence, and pursue new opportunities across the region.

A proven financial and operational leader, Esposito brings extensive experience guiding organizations through periods of expansion while maintaining a strong focus on culture, performance, and long-term value creation. As CFO, Esposito will lead BKF’s financial strategy and operations, helping position the firm for its next chapter of growth while supporting the company’s commitment to employees, clients, and strategic partners.

“Andrew brings a rare combination of financial acumen, operational insight, and people-centered leadership to BKF,” said CEO Darren Riegler. “He understands that the most successful organizations are built on a foundation of trust, shared values, and disciplined growth. His experience and perspective will help us continue expanding our impact, strengthening our partnerships, and creating long-term value for our people and our partners.”

Most recently, Esposito served as CFO at WSP USA, where he had end-to-end responsibility for the finance operations of an approximately $8 billion business. During his tenure, he helped scale the finance organization through a threefold increase in revenue and headcount. He also played a senior role in more than a dozen acquisitions and carve-outs totaling approximately $5 billion in transaction value.

“Strong financial performance and strong organizations are built together,” said Esposito. “From the beginning, I was drawn to BKF’s culture, energy, and strong sense of purpose, as well as its reputation for innovation, client focus, and sustained growth. I’m excited to work alongside the leadership team to build on that momentum, support the firm’s long-term success, and help advance our shared vision of becoming the preeminent infrastructure firm in the Western U.S.”

The appointment comes as BKF continues to execute its growth strategy, building on the successful merger with MNS and acquisition of Lotus Water to expand its capabilities and deliver greater value across the full project lifecycle.

About BKF

For more than 110 years, BKF has partnered with public and private clients to plan, design, and deliver infrastructure projects that strengthens communities throughout the Western United States. With more than 800 people across 20 offices, BKF provides planning, engineering, surveying, program and construction management, and consulting services for transportation, water, government, and land development projects.

Our mission is simple: Do great work, grow a thriving business, and delight our clients. We believe great infrastructure starts with strong relationships, collaboration, and a shared vision for building a better future. Together with our clients, BKF tackles the region’s most complex challenges and creates lasting impact in the communities where we work.

For more information, visit bkf.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/bkf-appoints-andrew-esposito-chief-financial-officer-302866631.html

SOURCE BKF

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The World Is Invited: Edison Awards Opens Nominations for Its 40th Anniversary Year

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A Global Icon of Innovation Marks Four Decades — And Calls On Innovators Everywhere to Step Forward

FORT MYERS, Fla., Sept. 1, 2026 /PRNewswire-PRWeb/ — Forty years ago, a handful of bold ideas changed how the world lives, works, and moves. Today, the Edison Awards, one of the world’s most recognized names in innovation, throws open its doors for its landmark 40th anniversary, inviting innovators, entrepreneurs, and enterprises on every continent to put their breakthroughs on the world stage.

“We are seeing extraordinary innovation emerge from every region of the world, and our 40th year is a chance to recognize just how far this global community of innovators has brought us and how much further we’ll go together,” said Frank Bonafilia, CEO of the Edison Awards.

Starting September 1, 2026, nominations open for the 2027 Edison Best New Product Awards™. Whether it’s a five-person startup team working out of a garage or a Fortune 500 R&D powerhouse, the invitation is the same: bring the innovation you’re proudest of and let the world see it. Nominations close December 15, 2026, with winners revealed in March 2027.

“Forty years ago, the Edison Awards set out to celebrate the innovators bold enough to reimagine what’s possible and that mission has only grown more urgent, and more global, with every passing year,” said Frank Bonafilia, CEO of the Edison Awards. “This anniversary year is shaping up to be our most exciting yet. We are seeing extraordinary innovation emerge from every region of the world, and our 40th year is a chance to recognize just how far this global community of innovators has brought us and how much further we’ll go together.”

Four Decades of Naming What’s Next

Since 1987, the Edison Awards has celebrated the products and ideas that went on to define entire industries in health, sustainability, mobility, and technology. Forty years in, the program isn’t slowing down: it’s expanding, honoring nominees from startups to global enterprises, from every corner of the map.

Two New Awards Built for a Global Stage

Two new honors join the program: The Global Excellence Award, for the best innovation across five regions North America, Latin America, Europe, Middle East & Africa, and Asia-Pacific and The Innovation at Scale Award, honoring standout innovation from Startup/Emerging (under 10 employees) to Global Enterprise (5,000+ employees).

2027 Award Categories

Commercial Technology, Consumer Solutions, Critical Human Infrastructure, Cultural Impact & Education, Energy & Climate Resiliency, Engineering & Robotics, Health, Medical & Biotech, Lifestyle, Entertainment & Design, Manufacturing & Logistics, Materials Science, Public Safety, Security & Digital Integrity, Software Solutions, Transportation, Aerospace & Flight, and Water, Food & Agriculture.

The Call Is Open — Here’s How to Answer It

Early Bird: September 1 – October 15, 2026. General: October 16 – December 15, 2026.

Eligible products launched January 2025–January 2027, judged on Concept, Value, and Impact.

Be counted among them. Submit your nomination at www.edisonawards.com.

About The Edison Awards: Established in 1987, the Edison Best New Product Awards™ honor excellence in product and service innovation transforming how we live, work, and play. Inspired by Thomas Edison’s legacy, the program recognizes game-changing solutions worldwide, offering global recognition, credibility, and connections that drive growth.

Media Contact

Frank Bonafilia, Edison Awards, 1 7732305744, fbonafilia@edisonawards.com, https://edisonawards.com/

View original content:https://www.prweb.com/releases/the-world-is-invited-edison-awards-opens-nominations-for-its-40th-anniversary-year-302864733.html

SOURCE Edison Awards

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