Category INDUSTRY UPDATES

Ameriprise Financial Recognized for Technology Innovation in Signature Wealth Program

Ameriprise earns 2026 BISA Technology Innovation Award for transforming portfolio management and advisor workflows Ameriprise Financial (NYSE: AMP) has been recognized with the 2026 Technology Innovation Award from the Bank Insurance & Securities Association (BISA), highlighting the company’s continued focus…

Read MoreAmeriprise Financial Recognized for Technology Innovation in Signature Wealth Program

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…

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

Charles Schwab Foundation Broadens Nationwide Investing Education Efforts with SIFMA Foundation

Charles Schwab Foundation Expands Partnership with SIFMA Foundation to Advance Investing Education for Students Nationwide As financial information becomes more accessible than ever through social media platforms, online influencers, trading apps, and digital content channels, young people are increasingly exposed…

Read MoreCharles Schwab Foundation Broadens Nationwide Investing Education Efforts with SIFMA Foundation

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…

Read MoreBaghdadi Capital Integrates Qasioun Partners to Expand Financial Advisory Capabilities

Chase Enhances Small Business Digital Hub with Advanced Tools, Resources, and Data-Driven Insights

Chase Expands Digital Business Platform with New Credit Monitoring and Analytics Tools to Help Small Businesses Grow Chase has announced a significant expansion of its digital capabilities for small business customers, introducing new tools and enhanced features designed to help…

Read MoreChase Enhances Small Business Digital Hub with Advanced Tools, Resources, and Data-Driven Insights

Board Greenlights Enhanced Oversight Structure for First Trust Active Global Quality Income ETF

First Trust Active Global Quality Income ETF Seeks Shareholder Approval for New Sub-Advisory Agreement and Enhanced Management Structure Amid Janus Henderson Ownership Transition First Trust Advisors L.P. (FTA), investment advisor to the First Trust Active Global Quality Income ETF (AGQI),…

Read MoreBoard Greenlights Enhanced Oversight Structure for First Trust Active Global Quality Income ETF

Cardo AI Launches New Cash Flow Modeling Platform Featuring Live Bloomberg Rate Curves

Cardo AI Launches Advanced Cash Flow Modeling Platform for Asset-Based Finance Powered by Live Bloomberg Data Cardo AI has unveiled a new cash flow modeling platform designed specifically for the growing asset-based finance (ABF) and specialty finance markets, marking a…

Read MoreCardo AI Launches New Cash Flow Modeling Platform Featuring Live Bloomberg Rate Curves

DBS Launches Tap-to-Pay Solution, Allowing Merchants to Accept Card Payments on Smartphones

DBS Becomes First Singapore Bank to Enable Smartphone-Based Card Payment Acceptance for Merchants Singapore’s journey toward becoming a fully digital and cash-lite economy has taken another significant step forward with the introduction of a new payment innovation from DBS. The…

Read MoreDBS Launches Tap-to-Pay Solution, Allowing Merchants to Accept Card Payments on Smartphones

Northeast Community FCU Enhances Member Experience and Financial Inclusion with Prelim

Northeast Community Federal Credit Union Partners with Prelim to Accelerate Digital Transformation and Expand Financial Inclusion Across California Northeast Community Federal Credit Union (NECFCU), a long-standing community-focused financial institution dedicated to serving underserved populations, has entered into a strategic partnership…

Read MoreNortheast Community FCU Enhances Member Experience and Financial Inclusion with Prelim

Eastern Bank Finances Employee Ownership Transition for Surety Bond Professionals

Eastern Bank Supports Employee Ownership Transition at Surety Bond Professionals Through Tailored Financing Solution Employee ownership continues to gain momentum across the United States as businesses seek succession strategies that preserve company culture, reward employees, and position organizations for long-term…

Read MoreEastern Bank Finances Employee Ownership Transition for Surety Bond Professionals

Hawkeye Systems Receives $5 Million Equity Boost Amid Significant Ownership Increase

Hawkeye Systems Strengthens Financial Foundation With $5 Million Equity Addition and Expands Digital Asset Strategy Hawkeye Systems, a technology-focused holding company traded on the OTC market under the ticker HWKE, has announced a significant capital restructuring initiative designed to strengthen…

Read MoreHawkeye Systems Receives $5 Million Equity Boost Amid Significant Ownership Increase