Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
The most advanced estate and tax AI in wealth management, available across every advisor workflow and included for all customers at no additional cost Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester…
Armanino and DataSnipper Form Strategic Partnership to Advance AI-Enabled Internal Audit and Risk Advisory Execution
Partnership reinforces Armanino’s commitment to helping internal audit and risk teams work more strategically through AI adoption Armanino, one of the top 20 accounting and consulting firms in the U.S. and a leader in AI-driven innovation, announced a strategic alliance…
Charles Schwab Invites the Industry to Unite for National Investing Day
Charles Schwab & Co. is inviting firms across the financial services industry to join in the second annual National Investing Day, a collective opportunity to educate people about the power of investing and help them build confidence in their financial…
1st Century Bank Rebrands Under the MidFirst Bank Name in California
Alignment reflects MidFirst Bank’s continued commitment to invest in California, following a decade of growth since its acquisition of 1st Century Bank MidFirst Bank (“MidFirst”), the largest privately owned bank in the nation, today announced that its 1st Century Bank…
FS Vector Expands Executive Search, Recruitment, and Talent Advisory Services
The offering supports clients by pairing FS Vector’s advisory, licensing, and regulatory expertise with talent they need to scale FS Vector, a leading strategic consulting firm for companies that are innovating in financial services, is expanding its Executive Search, Recruitment,…
Ai For Alpha Launches CTA Multi-Horizon Decoding
The New AI-powered replication strategy is designed to improve benchmark tracking and risk-adjusted performance Ai For Alpha, a fintech company specializing in AI-powered investment strategies, today announced the launch of CTA Multi-Horizon Decoding, a new futures-based replication strategy designed to track…
BlueSnap’s Native Payments Integration Achieves Certification with Cloud Solutions from SAP
BlueSnap’s Native Integration Interoperates with SAP Cloud ERP and SAP S/4HANA® to Help Enterprises Streamline Global Payments, Reduce Cross-Border Costs, and Enable Real-Time Financial Decision-Making BlueSnap, Powered by Payroc, the global payment orchestration platform for leading B2B and B2C enterprises, has…
Over 40% of U.S. Financial Advisors View Wealth Transfer as an Existential Business Threat, Natixis Investment Managers Finds
As the oldest of 1.1 billion Baby Boomers globally reach their 80th birthday in 2026, advisors are one step closer to navigating the largest transfer of wealth in history. Today, Natixis Investment Managers (“Natixis IM”) launches its wealth transfer report, which…
Marsh Names Mark McGivney Executive Vice President and Chief Operating Officer Alongside CFO Role
Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, today announced that Mark McGivney, Marsh’s Chief Financial Officer, will assume additional roles as Executive Vice President and Chief Operating Officer of the…
North Iowa Community Credit Union Introduces Mahalo Digital Banking Platform
New platform delivered on time and on budget, providing intuitive, connected, and secure banking for members North Iowa Community Credit Union (NICCU) has officially gone live with Mahalo Banking’s Thoughtful Banking® platform, successfully completing the implementation on schedule and on…
Valley Bank Expands Its Commercial Banking Footprint in Arizona
New commercial and industrial-focused team will build on the Bank’s established market presence through tax credit advisory affiliate, Dudley Ventures Valley Bank announced the organic expansion of its relationship-focused commercial banking operations into the Phoenix, Arizona market. Phoenix is already…
WisdomTree Releases March 2026 Monthly Metrics
$2.6 billion of net inflows, representing a 19% annualized organic growth rate, caps off strong WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for March 2026, including assets under management (AUM) and flow data by asset…