Category INDUSTRY UPDATES

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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Float Financial Secures Fresh Capital to Expand Canada’s Intelligent Financial Operating System

Float Financial Raises CAD $85 Million Series C to Accelerate Growth of Canada’s Financial Operating System Canada’s fintech sector has reached another significant milestone as Float Financial announced the successful completion of an all-equity CAD $85 million Series C financing…

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Amsterdam & Partners LLP Submits UN Petition Contesting Detention of Fintech Executive

Amsterdam & Partners LLP Challenges Detention of Solfy Uzbekistan CEO Through United Nations Petition International law firm Amsterdam & Partners LLP has escalated its advocacy efforts on behalf of Uktam Xasanov, the chief executive officer of fintech platform Solfy Uzbekistan,…

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Oasis Launches Governance Awareness Campaign Across Japan During AGM Season

Oasis Launches Nationwide Governance Awareness Campaign to Promote Stronger Corporate Governance Across Japan Oasis Management Company Ltd. has announced the launch of a nationwide corporate governance awareness campaign designed to encourage greater understanding of the importance of effective governance practices…

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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…

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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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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…

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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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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…

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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),…

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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…

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