Wealth.com Integrates Estate and Tax Planning Into Claude for Financial Advisors Wealth.com, an estate and tax planning platform serving wealth management firms, has announced that it is joining Claude for Financial Advisors as a launch partner, bringing its estate planning…
U.S. Bank Completes Live USBDC Stablecoin Pilot for Cross-Border Payments U.S. Bank has successfully completed a live pilot transaction using USBDC, its proprietary U.S. dollar-backed stablecoin, to facilitate a cross-border payment between U.S. Bank entities operating in North America and…
Feathery Launches Robin to Bring AI-Powered Operations to Financial Services Feathery, an AI operating and decisioning system designed for financial services, has announced the launch of Robin, an AI operations assistant built specifically for the needs of insurance, wealth management…
Edelman Financial Engines Introduces Comprehensive Retirement Solution for Small and Mid-Sized Businesses Edelman Financial Engines (EFE), one of the nation’s leading independent registered investment advisors, has launched a new integrated workplace retirement offering designed specifically for small and mid-sized businesses…
Dort Financial Credit Union Moves to Movemint’s Cloud Platform to Strengthen Personalized Digital Banking Dort Financial Credit Union, a $2.4 billion-asset financial institution, has completed its transition from Movemint’s on-premises technology solution to the company’s embedded personalization cloud platform. The…
Ethniki Insurance Prices Inaugural €200 Million Tier 2 and Restricted Tier 1 Perpetual Bonds Piraeus Bank S.A. (“Piraeus” or the “Bank”) has announced that its wholly owned subsidiary, “The Ethniki” Hellenic General Insurance Company S.A. (“Ethniki Insurance” or the “Issuer”),…
Osaic Expands Advisor Network with Addition of Midwest Financial Group Osaic, Inc., one of the largest providers of wealth management strategies in the United States, is expanding its advisor network with the addition of Midwest Financial Group, a Madison, Wisconsin-based…
FIS and Ericsson Partner to Simplify the Launch of Wallet-Led Financial Services FIS® (NYSE: FIS) has announced a collaboration with Ericsson aimed at helping organizations launch wallet-led financial services more quickly while reducing the integration challenges traditionally associated with building…
D.A. Davidson Advises Day Wireless Systems on Debt Refinancing to Support Growth and Strategic Expansion D.A. Davidson & Co. has announced that it served as the exclusive financial advisor to Day Management Corp., doing business as Day Wireless Systems, in…
Visa Expands A2A Protect With Real-Time Fraud Intelligence to Help Banks Stop Scams Before Funds Leave Accounts Visa, a global leader in digital payments, has announced an enhanced version of its A2A Protect solution, introducing new real-time risk intelligence designed…
Longbridge Financial CEO Christopher Mayer Recognized as 2026 HousingWire Vanguard for Leadership in Senior Home Equity Longbridge Financial, LLC, a nationally recognized mortgage lender and servicer specializing in helping older homeowners access the equity they have accumulated in their homes,…
UBS Strengthens Los Angeles Private Wealth Management Business With Four Financial Advisor Hires UBS has expanded its private wealth management presence in Los Angeles with the appointment of four experienced financial advisors who have joined the firm’s Private Wealth Management…
