Financial Services
MoneyShow Announces 2025 Toronto Conference to Explore Investment Opportunities and Market Trends
MoneyShow will host its 2025 Toronto conference featuring expert speakers and sessions on key financial topics, providing investors and traders with valuable insights and networking opportunities.
APG Federal Credit Union Expands Baltimore County Presence Through Strategic Acquisition
APG Federal Credit Union's acquisition of Members First of Maryland Federal Credit Union strengthens community banking services in Baltimore County while preserving financial access for Members First's 2,400 members through expanded product offerings and branch networks.
Intention.ly's Financial Services Podcasts Reach Global Audience with Milestone Episodes
Intention.ly's podcasts In the Suite and Don't Do That have achieved significant reach with over 16,000 downloads across 137 countries, providing valuable insights for financial services professionals through authentic leadership stories and practical growth strategies.
Simon Quick Advisors Launches WealthMetrx to Provide Data-Driven Tax Analysis for High-Net-Worth Clients
Simon Quick Advisors has introduced WealthMetrx, a proprietary service offering visual, multi-year tax analysis that helps high-net-worth clients benchmark their tax strategies against peers and identify opportunities for greater efficiency and strategic alignment.
Solowin Holdings Expands Middle East Presence with Dubai Operations Center and DIFC License Application
Solowin Holdings launches Dubai operations and applies for DIFC asset management license to strengthen Middle East-Asia financial connectivity and accelerate its digital financial silk road vision.
Former Morgan Stanley and Merrill Lynch Advisors Form $2 Billion Wealth Management Firm on Arkadios Platform
Six elite financial advisors from competing global wirehouses have combined to create Longleaf Capital Group, representing a significant shift toward independent wealth management models that offer greater flexibility and comprehensive client services.
Finovate to Honor Fintech Innovation with 30 Category Awards at New York Conference
Finovate will recognize leading financial technology companies and innovators through its annual awards program during the FinovateFall 2025 conference, highlighting emerging trends in digital banking, fraud prevention, and cryptocurrency applications.
FAVO Capital President Shaun Quin Joins Forbes Business Council to Share Alternative Finance Expertise
FAVO Capital President Shaun Quin's acceptance into the Forbes Business Council highlights the growing importance of alternative revenue-based funding solutions for small and medium-sized businesses while enhancing the company's credibility in the financial sector.
Whatfix Drives GenAI-Powered Digital Transformation in Global Financial Services Sector
Whatfix's GenAI-powered digital adoption platform is helping major financial institutions overcome regulatory challenges and legacy system modernization while achieving significant productivity gains and cost savings.
Anchin Secures Top 50 Ranking in National CPA Firm Survey
Anchin's recognition among the top 50 CPA firms nationally highlights its exceptional client service and industry leadership, with a Net Promoter Score more than double the industry average.
Farther Tops Inc. 5000 as Fastest-Growing Financial Services Firm in America
Farther's recognition as the fastest-growing financial services firm in America highlights its innovative approach to wealth management, combining technology with expert advice to redefine client and advisor experiences.
Abich Financial Services Recognized Among Fastest-Growing Private Companies in the U.S.
Abich Financial Services' inclusion in the 2025 Inc. 5000 list and other accolades underscores its growth and resilience in the financial services sector.
Trump Orders Federal Probe Into Alleged Conservative 'Debanking'
President Donald Trump has directed federal regulators to investigate claims of banks unfairly denying services to conservatives and specific industries, including gun manufacturers and cryptocurrency companies.
Monterey Financial Services Shares Insights on Navigating Difficult Business Conversations
Amelia Klobchar, Collections Manager at Monterey Financial Services, shares five key strategies for handling challenging discussions in the finance and collections industry, highlighting the shift towards a more human-centered approach.
Solowin Holdings Achieves $100 Million Milestone in Digital Asset Services
Solowin Holdings' subsidiary Solomon JFZ (Asia) Holdings Limited has processed $100 million in transaction volume for its licensed coin-in and coin-out services in Hong Kong, marking a significant step in bridging traditional and digital financial services.
SavvyMoney Reaches Milestone with Amerant Bank as 1,500th Financial Institution Partner
SavvyMoney's partnership with Amerant Bank marks a significant milestone in its mission to enhance financial wellness tools for consumers, showcasing the growing importance of credit intelligence in banking.
Stonegate Capital Partners Initiates Coverage on Choice International Ltd. Highlighting Strong Growth and Expansion
Stonegate Capital Partners has initiated coverage on Choice International Ltd., showcasing its significant growth in revenue, EBITDA, and PAT, alongside expansion in its national footprint and diverse business segments.
ChoiceOne Bank Partners with Ameriprise Financial to Enhance Wealth Management Services
ChoiceOne Bank transitions its investment program to Ameriprise Financial, aiming to provide clients with expanded investment opportunities and a seamless wealth management experience.
Union Bank and Osaic Affiliate Savage And Associates Forge Strategic Partnership to Expand Financial Services in Ohio
Union Bank's partnership with Savage And Associates, an Osaic affiliate, aims to enhance investment services and financial guidance for clients in northwest and central Ohio, transitioning $127 million in assets under administration to Osaic.
Privacy-First Personalization Emerges as Key Differentiator in Financial Services
Financial institutions leveraging privacy-first personalization are seeing significant revenue increases, highlighting the importance of balancing personalized experiences with data privacy concerns.
Family Trust Federal Credit Union Earns Top Honors in South Carolina
Family Trust Federal Credit Union has been recognized as the Best-In-State Credit Union in South Carolina by Forbes, highlighting its excellence in customer service and financial stability.
BTCC Reports Strong Reserve Ratios, Highlighting Commitment to User Asset Safety
BTCC's consistent reserve ratios above 100% underscore its dedication to safeguarding user assets in a volatile cryptocurrency market.
SolomonEdwards Strengthens Financial Services Leadership with Carissa Robb as Managing Partner
Carissa Robb's promotion to managing partner of SolomonEdwards' Banking & Financial Services practice underscores the firm's dedication to addressing the sector's regulatory and operational challenges with innovative solutions.
Dechert Strengthens Private Funds Practice with New Partner Additions
Dechert LLP enhances its financial services and private funds capabilities by welcoming Arina Lekhel and Megha Kalbag as partners, signaling a strategic expansion to meet growing client demands in asset management and regulatory navigation.
Bluespring Wealth Partners Merger Unites Hickory Asset Management and Ritter Daniher Financial Advisory
The merger of Hickory Asset Management and Ritter Daniher Financial Advisory under Bluespring Wealth Partners creates a firm with over $865M in assets under management, enhancing client services and growth opportunities.
Equity Risk Sciences Introduces Groundbreaking Stock Risk Ratings to Aid Fiduciaries
Equity Risk Sciences launches as the first independent Stock Risk Rating Agency in the U.S., offering data-driven tools to help fiduciaries and institutional investors mitigate stock price volatility and meet legal duty of care.
J. David Tax Law Offers Raleigh Residents Expert Tax Debt Resolution Services
J. David Tax Law provides specialized services in tax debt resolution, audit defense, and penalty relief, helping Raleigh residents save thousands of dollars and navigate tax challenges effectively.
FAVO Capital Inc. (FAVO) Positions Itself as a Leader in Tech-Enabled SMB Lending
FAVO Capital Inc. (FAVO) is leveraging technology and data-driven processes to provide efficient funding solutions to small and mid-sized businesses, signaling growth and institutional engagement with its recent $8 million Series A investment and plans to uplist to the Nasdaq.
Cyprusauction Trading Center Enhances Global Service Framework for Cryptocurrency Trading
Cyprusauction Trading Center's upgrade to its international service framework underscores its dedication to providing a localized and compliant cryptocurrency trading experience across key global markets.
UpSlide CEO Julien Villemonteix on the Future of AI and Automation in Financial Services
Julien Villemonteix, CEO of UpSlide, discusses the transformative impact of AI and automation on the financial and professional services industries, highlighting the importance of industry-specific solutions for productivity and competitiveness.