Markets
Origin Merchant Partners Acquires Consensus for Consumer M&A
Origin Merchant Partners has announced the strategic acquisition of Consensus, a U.S.-based investment banking firm with offices in Boston and
Wealth
Truist Appoints Shimna Sameer to Lead Wealth Management
Truist Financial Corporation (NYSE: TFC) has announced the appointment of Shimna Sameer as the new head of Truist Wealth. This leadership transition
Fintech
Groundfloor Named a Top Global Fintech Company
Groundfloor has been recognized by CNBC and Statista as one of the World's Top Fintech Companies. The private market investing
Wealth
Systima Closes $153M Affordable Housing Securitization
Systima Capital Management has successfully completed a $153 million private-label securitization of tax-exempt affordable housing bonds. Issued through the Public Finance Authority
Banking
Siam Digital Lending Joins AWS Activate
Siam Digital Lending (SiamDL), a Bank of Thailand-licensed digital consumer lender, has joined the AWS Activate program. This strategic move provides the
Markets
Orion Surpasses $6.6 Trillion in Assets with Denali AI Expansion
Orion has announced a significant milestone in its growth, surpassing $6.6 trillion in assets under administration, representing a 29% increase since
Wealth
Envestnet Launches Unified Wealth Trading Platform
Envestnet, a leading Adaptive WealthTech company, has announced the availability of Envestnet Wealth Trading, a redesigned end-to-end trading experience. This new platform
Banking
Morgan Stanley Appoints Emma Taylor to Internet Banking
Morgan Stanley is hiring Emma Taylor from Barclays to serve as the global co-head of internet investment banking. This strategic leadership move,
Markets
UK Finance Minister Appointment Calms Bond Markets
Prime Minister Andy Burnham’s decision to appoint John Healey as finance minister has provided temporary stability to the United Kingdom'
Markets
RSM Survey: Middle Market AI Moves From Experiment to Execution
Middle market organizations across the United States and Canada have transitioned from initial artificial intelligence experimentation to active execution, according to the
Banking
BofA Report: U.S. Employee Financial Wellbeing Hits Four-Year High
The Bank of America 2026 Workplace Benefits Report, released in partnership with the Bank of America Institute, reveals that the financial wellbeing
Fintech
TribalScale Appoints Leo Giel to Lead BFSI AI Strategy
TribalScale, a global AI innovation and digital transformation firm, has appointed Leo Giel as the new Head of Banking, Financial Services &
Insurance
Agent Review Launches Video AI Identity Verification
Agent Review has announced a strategic roadmap for its Verified Agent Program, introducing Video AI Identity Verification to establish a digital trust
Wealth
Hong Kong New CIES Attracts 3,200 Applications
The Hong Kong Special Administrative Region Government's New Capital Investment Entrant Scheme (New CIES) has emerged as a significant channel
