Category Finance

WBAM Report Reveals Scaling Challenge as €243 Billion in Tech Spending Fails to Deliver Broad Success

Wealth, Banking and Asset Management Firms Face a Scalability Challenge Despite Record Technology Investments, New Research Finds The global wealth, banking and asset management (WBAM) industry is entering a new era of digital transformation, fueled by unprecedented investments in technology…

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UNIQA Streamlines Risk Intelligence Across 14 Markets Using SymphonyAI’s Financial Crime Compliance Platform

UNIQA Unifies Customer Risk Intelligence Across 14 Countries with SymphonyAI’s Financial Crime Compliance Platform As financial crime risks become increasingly sophisticated and regulatory expectations continue to evolve, insurance companies are under growing pressure to modernize their compliance frameworks. For multinational…

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XTransfer Calls for Stronger Payment Infrastructure to Reduce Fraud in Emerging Markets

XTransfer Highlights the Need for Stronger Financial Infrastructure and AI-Driven Risk Management to Transform Cross-Border Payments in Emerging Markets As global trade continues to expand and digital commerce becomes increasingly interconnected, businesses in emerging markets face a growing need for…

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Survey Shows 85% of Canadians Prefer Professional Financial Advice Over Finfluencer Content

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…

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Dynasty Financial Partners Expands Advisory Capabilities with New Dynasty Consulting Group

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…

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Wolters Kluwer Advances Tax and Accounting Innovation with Agentic AI at AICPA ENGAGE

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…

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Allocate and Dynasty Financial Partners Deepen Strategic Partnership to Expand Private Market Investment Access

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…

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Baghdadi Capital Integrates Qasioun Partners to Expand Financial Advisory Capabilities

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…

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Oxford Commercial Finance Tops $275 Million in Financing Solutions Across 18 U.S. States

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…

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