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Axonic Insurance Annuities, Built for Banks, Broker-Dealers and RIAs, Now Available through WealthVest.

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Financial professionals can now secure a competitive 3-year fixed annuity rate and crediting strategies from Deutsche Bank, S&P Global, and Nasdaq through their WealthVest wholesaler and Axonic Insurance.

BOZEMAN, Mont., April 22, 2026 /PRNewswire-PRWeb/ — WealthVest, a leading wholesaler of annuities to financial professionals, has announced a strategic distribution partnership today with Axonic Insurance (AXI), a global annuity and insurance platform. WealthVest will begin offering a suite of curated, highly competitive annuity products from Axonic Insurance to their network of banks, credit unions, broker-dealers and registered investment advisers across the United States.

“We’re excited to align with a team that shares our commitment to delivering differentiated solutions and supporting financial professionals with the tools and opportunities they need to better serve their clients,” said Les Sutherland, Chief Distribution Officer at Axonic Insurance.

“We’re excited to bring the Axonic Insurance suite of solutions to the marketplace,” said Matt Hamann, National Sales Manager at WealthVest. “By combining the strength of our distribution team with AXI’s competitive offerings, we’re well positioned to drive growth and expand access across banks, broker-dealers, and RIAs. Through our education-first approach, we’re committed to supporting financial professionals with practical solutions that help their clients navigate retirement with confidence.”

Through the partnership, Axonic Insurance aims to better support financial advisors and investment adviser representatives in building a solid foundation of protection and growth for their clients’ retirement. WealthVest will align their well-regarded, client-first coaching and wholesaling model with Axonic Insurance’s highly competitive annuities to help financial professionals stay up to date on market trends and determine the best annuity to address their clients’ retirement needs.

“Partnering with WealthVest marks an important step forward in expanding AXI’s reach across the bank, broker-dealer, and RIA channels,” said Les Sutherland, Chief Distribution Officer at Axonic Insurance. “We’re excited to align with a team that shares our commitment to delivering differentiated solutions and supporting financial professionals with the tools and opportunities they need to better serve their clients.”

The suite of annuities is designed specifically for advisors and IARs to help them deliver competitive guaranteed rates of return across 2-, 3-, 5-, 7- and 10-year surrender period options; strong marketing participation; 100% principal protection and systematic income withdrawals to their clients. The annuities are available in forty-three states and the District of Columbia, and include the:

Incline MYGA: Featuring 5.25% Guaranteed for 3-Years with Initial Premiums of $100,000 or Greater1HighLine FIA: Offering 1- and 2-year point-to-point cap, participation, and fixed rate crediting strategiesHighLine FIA PLUS: Includes a 9% Premium Bonus Rider on the 5-Year2

WealthVest’s team of dedicated wholesalers and annuity case managers will serve as the main point of contact for financial advisors and IARs interested in Axonic Insurance’s annuities across 5 US regions. The team has partnered with thousands of advisors, providing annuity planning technology, retirement income planning, practice management, market and industry trends and annuity case management.

Launched in 2024, Axonic Insurance is an annuity and insurance platform delivering institutionally managed retirement products through a fully integrated model spanning product design, distribution, issuance, and servicing. Axonic Insurance is supported by Axonic Capital, an investment management firm with $8 billion in assets under management specializing in structured credit and commercial and residential real estate debt and equity. Axonic Insurance’s suite of annuities is issued by AmFirst Insurance Company (“AmFirst”), an A- (Excellent) financial strength rated company by AM Best3.

Advisors and IARs interested in learning more about Axonic Insurance and their suite of annuities can connect with their wholesaler at www.wealthvest.com/axonic-insurance or call the WealthVest Sales Desk at 1-833-299-8750.

1 Rate shown is effective March 27, 2026 and subject to change. Rate only applies to the Incline MYGA 3-year plan with initial premiums of $100,000 or greater, issued by AmFirst Insurance Company (“AmFirst”) and offered by Axonic Insurance Services LLC (“Axonic”). Additional rates available.

2 At the time of issuance, the Premium Bonus is credited to your Account Value, providing immediate access to additional funds to allocate into the various crediting strategies. The Premium Bonus is calculated as a percentage of the initial premium and becomes a permanent component of the annuity’s Accumulation Value. All Premium Bonuses are subject to a Vesting Schedule, under which the Contract Value and the Cash Surrender Value increase annually as the bonus amount vests over time. Please refer to the HighLine FIA Rate Sheet for Premium Bonus amounts and Contract details.

3 AM Best affirmed the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Ratings of “A-” (Excellent) of AmFirst Insurance Company on August 29, 2025.

ABOUT WEALTHVEST

WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We’re a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends and annuity case management. Their team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Follow us on Facebook and LinkedIn or visit wealthvest.com.

ABOUT AXONIC INSURANCE

Axonic Insurance (AXI) is a fast-growing annuity and insurance platform delivering institutionally managed retirement products through a fully integrated model spanning product design, distribution, issuance, and servicing. AXI combines modern insurance capabilities with disciplined asset management and rigorous risk oversight to drive scalable, sustainable growth. AXI’s suite of annuities includes Multi-Year Guaranteed Annuities (MYGAs) and Fixed Indexed Annuities (FIAs), distributed through IMOs, Banks, Broker-Dealers, and Registered Investment Advisers (RIAs), while strengthening profitability through operational efficiency, pricing discipline, and balance sheet resilience. AXI’s strategy prioritizes durability — balancing growth, capital strength, and earnings to support long-term value creation and financial stability.

ABOUT AXONIC CAPITAL

Founded in 2010, Axonic Capital is a New York-based alternative investment manager with $8 billion in assets under management. The firm has deep expertise in structured credit, commercial and residential real estate debt and equity, and systematic fixed income. Axonic’s flexible capital base includes private limited partnerships, separate accounts, insurance company mandates, and publicly listed fund structures. For additional information, visit axoniccap.com.

ABOUT S&P DOW JONES INDICES

Since 1896, S&P DJI have provided innovative index solutions backed by robust methodologies and strong governance. Today, S&P Dow Jones Indices is the world’s largest provider of financial market indices, offering iconic solutions and unparalleled expertise across asset classes and geographies. With more exchange partnerships and more assets invested in products based on our indices than any other index provider, S&P DJI is a critical link in capital markets and the global financial ecosystem.

ABOUT NASDAQ GLOBAL INDEXES

Nasdaq Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Today, our index offering spans geographies and asset classes and includes diverse families. We continuously offer new opportunities for financial product sponsors across a wide spectrum of investable products and for asset managers to measure risk and performance. Nasdaq also provides exchange listing, custom index, and design solutions to financial organizations worldwide. 

ABOUT DEUTSCHE BANK

Deutsche Bank provides retail and private banking, corporate and transaction banking, lending, asset and wealth management products and services as well as focused investment banking to private individuals, small and medium-sized companies, corporations, governments and institutional investors. Deutsche Bank is the leading bank in Germany with strong European roots and a global network. Deutsche Bank’s FIG Structuring & Solutions business structures and arranges bespoke capital and financing transactions for its global FIG client base.

Media Contact

Jackson Bolstad, WealthVest, 1 406-272-3759, jbolstad@wealthvest.com, www.wealthvest.com

Les Sutherland, Axonic Insurance, lsutherland@axonicinsurance.com, https://axonicinsurance.com/

Twitter, Facebook, LinkedIn

View original content:https://www.prweb.com/releases/axonic-insurance-annuities-built-for-banks-broker-dealers-and-rias-now-available-through-wealthvest-302750101.html

SOURCE WealthVest

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62% of financial services professionals say an AI-generated error has reached a client

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New Macabacus report finds AI adoption has outpaced the guardrails needed to keep client-facing models and documents accurate.

NEW YORK, Sept. 10, 2026 /PRNewswire/ — Macabacus, the leading M365 productivity platform for finance and professional services teams, today released the report: GenAI for Financial Services: Velocity and Verification. The report finds that AI now sits at the core of model creation and client presentation development, but most firms lack the review and verification layer needed to catch AI-generated errors before they reach clients.

New Macabacus report finds AI adoption has outpaced the guardrails to keep client-facing models and documents accurate

Drawing on a survey of Macabacus’ 75,000 users and analysis of conversations with hundreds of clients and prospects, the report quantifies the gap between how fast AI is being adopted and how slowly firms are building guardrails to ensure their clients can trust their deal content.

“AI is now involved in the majority of models and documents that reach clients, with 87% of firms saying they use AI daily or weekly for this work,” said Paul Ross, Chief Marketing Officer, Macabacus. “Deal teams should not slow down their use of AI. They need guardrails that let them move faster while maintaining accuracy and their clients’ trust. That is what Macabacus is built for.”

Key findings include:

62% of respondents believe an AI-generated error has reached a client or internal decision-maker in the past 12 months, with 46% saying an error has “probably” landed in a deliverable without anyone catching it.87% use AI daily or weekly to generate financial models and client presentations, but only 23% have comprehensive guardrails (approved tools, accuracy checks, brand compliance, and review workflows) in place.AI has created a divergence in confidence at the review handoff stage for models and presentations: 43% of analysts and associates say AI has made them more confident in their work, while only 29% VPs, directors, and MDs state the same. That leadership group is also 6 points more likely to say AI has made them less confident.

Download the report here:  https://macabacus.com/lp/2026-ai-report

About Macabacus

Macabacus is the leading Microsoft-native productivity platform for finance and professional services teams. When a deal document has to be right, professionals use Macabacus. Trusted by 3,000 firms and 75,000 users across investment banking, private equity, asset management, consulting, advisory, and corporate finance, Macabacus helps users rapidly create and check financial models and deal documents. By combining powerful productivity tools with AI-powered review and automation, Macabacus enables organizations to execute with greater speed, accuracy, and confidence. Learn more at www.macabacus.com

Media Contact

Paul Ross

paul.ross@macabacus.com

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SOURCE Macabacus Inc.

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ChipMOS to Participate in UBS Taiwan Summit 2026

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HSINCHU, Sept. 10, 2026 /PRNewswire-FirstCall/ — ChipMOS TECHNOLOGIES INC. (“ChipMOS” or the “Company”) (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services (“OSAT”), today announced that it will present to institutional investors at UBS Taiwan Summit 2026, at the W Taipei Hotel on September 15 and 16, 2026.

Management from the Company, including Jesse Huang, Senior Vice President of Strategy and Investor Relations, will discuss the Company’s recent financial results, business trends and growth opportunities. The Company’s investor presentation is available on the investor relations’ section of its website at www.chipmos.com.

About ChipMOS TECHNOLOGIES INC.:

ChipMOS TECHNOLOGIES INC. (“ChipMOS” or the “Company”) (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS) (www.chipmos.com) is an industry leading provider of outsourced semiconductor assembly and test services. With advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan, ChipMOS is known for its track record of excellence and history of innovation. The Company provides end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries serving virtually all end markets worldwide.

Forward-Looking Statements:

This press release may contain certain forward-looking statements. These forward-looking statements may be identified by words such as ‘believes,’ ‘expects,’ ‘anticipates,’ ‘projects,’ ‘intends,’ ‘should,’ ‘seeks,’ ‘estimates,’ ‘future’ or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include financial projections and estimates and their underlying assumptions, statements regarding current macroeconomic conditions, including the impacts of high inflation, foreign exchange rates and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed and our ability to mitigate with respect to future operations, products and services, and statements regarding future performance. Actual results may differ materially in the future from those reflected in forward-looking statements contained in this document, based on a number of important factors and risks, which are more specifically identified in the Company’s most recent U.S. Securities and Exchange Commission (the “SEC”) filings. Further information regarding these risks, uncertainties and other factors are included in the Company’s most recent Annual Report on Form 20-F filed with the SEC and in its other filings with the SEC.

Contacts:

In Taiwan

Jesse Huang

ChipMOS TECHNOLOGIES INC.

+886-6-5052388 ext. 7715

IR@chipmos.com

In the U.S.

David Pasquale

Global IR Partners

+1-914-337-8801

dpasquale@globalirpartners.com

View original content:https://www.prnewswire.com/news-releases/chipmos-to-participate-in-ubs-taiwan-summit-2026-302873463.html

SOURCE ChipMOS TECHNOLOGIES INC.

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NGP VAN Overhauls Bulk Upload, Making a Critical Campaign Workflow Faster and Easier

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New experience catches errors before imports begin and reduces the manual work required to bring data into NGP VAN

WASHINGTON, Sept. 10, 2026 /PRNewswire/ — NGP VAN, the leading technology provider for Democratic and progressive campaigns, today announced major improvements to Bulk Upload, making one of the platform’s most frequently used workflows faster, more intuitive, and less prone to errors.

The improved Bulk Upload experience addresses longstanding pain points for campaign staff and data managers. The new workflow automatically detects the file type, identifies formatting and matching issues before an import runs, and intelligently maps spreadsheet columns to the appropriate fields in NGP VAN.

“Bulk upload is something we do constantly, and the struggle has always been real,” said Laurie Van Hall, Partner at Bee Compliance. “Smarter column mapping and catching errors up front before the import runs is the kind of upgrade that actually changes how a day goes. Really glad to see NGP VAN tackling this one.”

The improvements arrive as campaigns and organizations head into the busiest stretch of the election cycle, when the volume and urgency of critical data moving into NGP and VAN peaks. By surfacing potential issues before an import begins and reducing repetitive manual mapping, the redesigned workflow helps users spend less time troubleshooting uploads and more time acting on their data.

“The new Bulk Upload workflow lowers the learning curve for new NGP VAN users,” said Candy Emmons, Executive Director of the Democratic Party of Oregon. “With new people joining our team throughout the cycle, making these tools more intuitive helps staff become confident, independent users much more quickly.”

The updated experience includes:

Automatic file-type detection that eliminates the need for users to manually identify the data type they’re importing.Pre-validation checks that surface formatting and matching issues before an import runs.Improved column mapping that automatically matches spreadsheet columns to NGP VAN fields and reduces repetitive setup.A redesigned upload experience, with streamlined opening steps, a cleaner mapping screen, and a refreshed status page built on a modernized foundation.

“We’re hyperfocused on our users and how we can make their jobs easier every single day. Nearly every user I’ve spoken with has had something to say about Bulk Upload – and rarely was it good,” said Francis Brown, Senior Product Manager at NGP VAN. “We listened, pulled together a team, and went after the things that were creating the most frustration. This is exactly the kind of investment we want to make in the core NGP VAN experience – improving the workflows our users rely on every day. The response from beta testers has been incredibly encouraging, and I’m excited for users to get their hands on the new experience. “

The improved Bulk Upload experience does not change existing upload specifications, data models, field mappings, access permissions, or supported file formats. It will be optional at launch, and the existing Bulk Upload workflow will remain available.

About NGP VAN
NGP VAN is the winningest technology platform in the history of democratic and progressive causes, working tirelessly to innovate and advance the technology our clients rely on to bolster our democracy. A proud unionized employer, we help power the trailblazers, campaigners, and advocates fighting up and down the ticket for equality, racial justice, reproductive freedom, democracy, climate reform, and more—including the national Democratic committees and progressive organizations, thousands of Democratic campaigns, hundreds of labor unions, advocacy organizations, progressive and non-partisan PACs, and other organizations.

Press Contact:
Simone Hassan-Bey
NGP VAN
press@ngpvan.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/ngp-van-overhauls-bulk-upload-making-a-critical-campaign-workflow-faster-and-easier-302874469.html

SOURCE NGP VAN

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