Osaic Grows Empowered Independence Channel with Addition of Pointes North Wealth Management
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Pointes North Wealth Management (“Pointes North”), led by managing partners Nathan Auclair and Brent Balloch, CFP®, CHFC® has joined its Empowered Independence channel. The firm, which oversees more than $500 million in client…
Cash App Launches Parent-Managed Accounts to Help Kids Build Financial Habits
As the U.S. marks Financial Literacy Month this April, a new Cash App survey conducted by The Harris Poll finds that 89% of parents of Gen Alpha kids2 say their children are currently saving up for something, ranging from new toys…
X9 Releases New Standard for Single-Use Business Payment Cards
the Accredited Standards Committee X9 Inc. (X9) announced the publication of a new standard for single-use business-to-business payment cards, X9.149 — Virtual Purchase Card Payment Automation. X9.149 aims to standardize the user side of transactions in order to reduce overhead,…
Great Lakes Credit Union, Mortgage Forward and Takara Close Historic First DREAM Mortgage Deal
Chicago homeowners receive over $41,000 check at closing under first-of-its-kind program designed to break mortgage lock-in Great Lakes Credit Union (GLCU), its partner CUSO Mortgage Forward, and Takara today announced the successful close of the first-ever DREAM (Discount for Real Estate Affordability and…
Mastercard Partners with BSSC to Strengthen End-to-End Blockchain Security
Mastercard will contribute its global experience securing payments and digital infrastructure to support the Blockchain Security Standards Council (BSSC) as it works to strengthen trust, interoperability, and security across blockchain ecosystems. Mastercard has joined the Blockchain Security Standards Council (BSSC) as a…
Maine Bankers Association Backs Stablecore as Digital Asset Technology Partner
Stablecore enables Maine financial institutions to bring digital asset offerings directly into their existing banking experiences, expanding services available to customers Stablecore, the platform enabling community and regional banks to offer stablecoins, tokenized deposits and digital asset products, today announced…
Muncy Columbia Financial Corporation Reports First Quarter 2026 Earnings
Muncy Columbia Financial Corporation (“Corporation”) (OTCQX: CCFN), parent company of Journey Bank (“Bank”), has released its unaudited consolidated financial results for the first quarter of 2026. Unaudited Financial Information Net income, as reported under accounting principles generally accepted in the…
Touchstone Funds Win 2026 LSEG Lipper Awards for 10-Year Performance
Touchstone Ares Credit Opportunities Fund (TARBX) and Touchstone Non-US Equity Fund (TROCX) recognized for 10-year performance in alternative credit and international equity categories Touchstone Investments (“Touchstone”), known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), announced that…
KBRA Issues Preliminary Ratings for Fannie Mae’s CAS 2026-R03
KBRA assigns preliminary ratings to 58 classes from Connecticut Avenue Securities Trust 2026-R03 (CAS 2026-R03), a credit risk sharing transaction with a total note offering of $629,983,000. The pool is characterized by loans with original loan-to-value (LTV) ratios that are…
WSFS Financial Renews Long-Term Lease, Reinforcing Commitment to Philadelphia
WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced it has entered into a long-term lease for its office located at 1818 Market Street. This renewal ensures the company remains a fixture of the Philadelphia skyline and…
Oconee Federal Financial Corp. Reports Quarterly Financial Results
Oconee Federal Financial Corp. (OTCQX: OFED) (the “Company”), the holding company for Oconee Federal Savings and Loan Association (“Oconee Federal”), announced net income of $1.13 million, or $0.19 per diluted share, for the quarter ended March 31, 2026, which was…
$800M Merrill Lynch Breakaway Team Launches Independent Firm Soteris Private Wealth
Soteris Private Wealth has launched an independent advisory firm focused on delivering disciplined planning and objective advice to help individuals and families preserve wealth, live with confidence, and shape an enduring legacy. The name “Soteris” – derived from an ancient…