Canadians Continue to Trust Professional Financial Advisors Over Finfluencers and AI, Primerica Survey Finds As social media platforms become increasingly influential sources of information, financial advice has emerged as one of the fastest-growing categories of online content. Thousands of financial…
Dynasty Financial Partners Launches Dynasty Consulting Group, Expanding Strategic Advisory Capabilities Through Planned Optima Group Acquisition Dynasty Financial Partners has announced the formal launch of the Dynasty Consulting Group, a newly enhanced management consulting division designed to help independent registered…
Fifth Third Bancorp outlines structured dividend payments across its capital stack for Q2 2026 Fifth Third Bancorp (Nasdaq: FITB) has announced the declaration of cash dividends across its common shares and multiple series of preferred stock, reinforcing its ongoing commitment…
Showcasing how agentic AI and Expert AI within CCH Axcess are transforming tax and accounting workflows at AICPA ENGAGE 2026 The tax and accounting profession is undergoing a fundamental transformation driven by a combination of structural challenges and accelerating technological…
Allocate and Dynasty Financial Partners Expand Strategic Partnership to Enhance Access to Private Market Investments and Solutions The private markets landscape continues to evolve rapidly as wealth management firms seek new ways to provide clients with access to alternative investment…
Baghdadi Capital Expands Its Independent Financial Advisory Platform Through the Integration of Qasioun Partners Baghdadi Capital, a global independent family office with a strong focus on corporate and investment banking, has announced the integration of Qasioun Partners, a newly established…
Oxford Commercial Finance Surpasses $275 Million in Working Capital Facilities, Empowering Growth for Small and Mid-Sized Businesses Nationwide Oxford Commercial Finance (OCF), a subsidiary of Oxford Bank, has reached a significant milestone in its mission to support the growth and…
Oxford Commercial Finance Surpasses $275 Million in Working Capital Facilities, Strengthening Support for Growing U.S. Businesses Access to flexible financing remains one of the most critical factors influencing the success and growth of small and mid-sized businesses across the United…
BankBound and BOND.AI Partner to Bring AI-Driven Personalization and Data-Powered Marketing to Banks and Credit Unions As financial institutions face growing competition for deposits, loans, and customer relationships, the ability to deliver highly personalized marketing experiences has become increasingly important.…
AM Best Maintains Unipol Assicurazioni’s Credit Ratings While Monitoring Ambitious Banking Expansion Strategy AM Best has confirmed that the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a” (Excellent) assigned to Unipol…
RedBlack Earns Finalist Recognition in 2026 WealthManagement.com Industry Awards for Rebalancing Technology Innovation RedBlack, a leading provider of wealth management technology and managed services solutions, has been named a finalist in the Technology Provider – Rebalancing category of the 2026…
Money20/20 Europe Marks a Decade of Fintech Leadership as AI, Digital Assets, and Financial Sovereignty Shape the Future of Finance Money20/20 Europe reached a significant milestone this year as the world’s leading fintech event celebrated its 10th European edition in…
