Category Finance

Luma Financial Technologies Expands Canadian Wealth Solutions Through Strategic Partnership with TD Securities

Luma Financial Technologies and TD Securities Partner to Modernize Structured Products Management for Canadian Investment Professionals Luma Financial Technologies has announced a strategic relationship with TD Securities Inc. that is designed to enhance how Canadian investment professionals manage structured products…

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Former MLB Star Matt LaPorta Joins Dynasty Financial Partners as Executive-in-Residence

Dynasty Financial Partners Appoints Former MLB Star and Finance Executive Matt LaPorta as Executive-in-Residence to Strengthen Advisor Leadership and Sports Wealth Management Strategy Dynasty Financial Partners has announced the appointment of former Major League Baseball (MLB) player and finance executive…

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Blacktree Management Introduces New SBA and Esoteric Asset-Backed Finance Platform

Blacktree Management Launches SBA and Esoteric Asset-Backed Finance Platform to Expand Private Credit Investment Opportunities Blacktree Management LLC, an independent asset management firm specializing in Small Business Administration (SBA) lending, securitization, and esoteric asset-backed securities (ABS), has announced the launch…

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Airwallex Raises $320 Million in Series H Round, Reaching $11 Billion Valuation

Airwallex Raises $320 Million in Series H Funding, Reaches $11 Billion Valuation as It Accelerates AI-Powered Financial Innovation Airwallex, one of the world’s fastest-growing global payments and financial technology platforms, has announced the successful completion of a $320 million Series…

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True Bolsters Consumer and Commercial Banking Division with Strategic Hire Jeremy Zeman

True Expands Banking Leadership Capabilities with Launch of Consumer and Commercial Banking Practice Led by Industry Veteran Jeremy Zeman The financial services industry is undergoing one of the most significant transformations in its history. Rapid advances in technology, evolving customer…

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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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