Financial Services
Intention.ly Launches Custom Client Portal and Mobile App to Transform Financial Services Collaboration
Intention.ly's new client portal and mobile app centralizes resources and communication tools to enhance transparency and collaboration for financial services firms.
Northern Trust Expands Three-Decade Partnership with Brandes to Support Australian Fund Launch
Northern Trust's expanded services for Brandes Investment Partners' new Australian fund demonstrates how long-term financial partnerships enable global market expansion and operational efficiency.
VOX Funding CEO Highlights Shift to Private Credit as Traditional Banks Retreat from Small Business Lending
VOX Funding CEO Adam Benowitz discusses the growing acceptance of private lending among small businesses and the company's focus on product innovation to address specific industry needs in an evolving financial landscape.
Stonegate Capital Partners Initiates Coverage on Provident Financial Services with Strong Q2 Performance
Provident Financial Services reported record quarterly revenue and improved profitability in Q2 2025, driven by loan growth and margin expansion, while maintaining strong credit quality and capital ratios.
RIA West Investment Forum to Drive Innovation and Job Growth in Financial Advisory Sector
CEO Kevin Pellegrini will address job creation and innovation opportunities at the RIA West Investment Forum, highlighting how collaborative discussions among registered investment advisors can enhance client service and economic growth.
McEvoy Insurance Emerges as Alexandria's Leading Independent Insurance Provider
McEvoy Insurance & Financial Services has established itself as Alexandria's premier independent insurance agency, offering comprehensive coverage solutions that address the evolving protection needs of both residents and businesses in the growing community.
MoneyShow Toronto 2025 to Gather Financial Experts for Market Insights
The upcoming MoneyShow Toronto conference will feature over 50 financial experts sharing investment strategies with more than 1,000 investors, providing crucial market outlooks for 2025-2026.
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.