Wealth
Palus Finance Taps Modern Treasury for Multi‑Rail Payments
Palus Finance announced that it will use Modern Treasury’s Payments API to route wire, ACH, and Real‑Time Payments (RTP) for
Fintech
Marqeta Extends Account and Money‑Movement Suite to 30 More European Nations
Marqeta announced that, through its partnership with Banking Circle, it is adding account and money‑movement capabilities to 30 additional European countries.
Wealth
U.S. Homebuyers Need Six‑Figure Income as Affordability Improves Slightly
Homebuying affordability improved in April 2026, driven by lower mortgage rates and higher median incomes, but buyers still require a six‑figure
Wealth
Libretto Leads 2026 Advisor Survey and Unveils New AI Tools
Libretto, the “total wealth” advice platform for RIAs and family offices, topped the 2026 T3 / Inside Information Software Survey in both Financial
Wealth
Jelvix Wins Silver Stevie for Wealth‑Management Platform
Jelvix has been awarded the Silver Stevie® Award in the “Achievement in Technology Innovation” category at the 2026 American Business Awards®. The
Policy
UWMC Urges TWO Shareholders to Vote Against CCM Deal
UWM Holdings Corp. (UWMC) has issued a fresh proxy statement urging stockholders of Two Harbors Investment Corp. (TWO) to vote against the
Wealth
Wealthsimple Rolls Out Integrated Banking Suite for Families and Small Businesses
Wealthsimple announced a new suite of banking products that combine personal, household and business finance tools into a single platform. The launch,
Wealth
Fundstrat Launches Granny Shots UCITS ETF Across Major European Exchanges
Fundstrat Capital announced that its actively managed Fundstrat Granny Shots US Large Cap UCITS ETF (ticker GRNY) began trading on May 22
Fintech
BDO 2026 Tax Strategist Survey Shows Rising Strategic Role Amid Regulatory Complexity
The 2026 BDO Tax Strategist Survey, released in early 2026, finds that tax leaders are being consulted more often on enterprise decisions
Wealth
Mariner Portfolio Solutions Launch on Nitrogen Partner Store
Nitrogen, an AI-powered wealth management platform, has integrated Mariner’s custom portfolio solutions into its Partner Store. This collaboration allows independent financial
Fintech
FinTurk Launches AI-Native CRM with $8 Billion RIA Chicago Partners
The wealth management sector has long struggled with "legacy debt"—rigid CRM systems that function more as static databases than
Fintech
Stonepeak to Acquire BMO's Transportation and Vendor Finance Units
Stonepeak, an alternative investment firm focused on infrastructure and real assets, has agreed to acquire BMO Financial Group's Transportation Finance
Banking
TCW Expands Global Fixed Income UCITS Offering
TCW, a prominent global asset management firm, has launched the TCW Global Bond Fund, a new subfund within its Luxembourg-domiciled UCITS structure.
Wealth
KBRA Rates OBX 2026-HYB1 RMBS Notes
Kroll Bond Rating Agency (KBRA) has assigned preliminary ratings to nine classes of mortgage-backed notes issued by the OBX 2026-HYB1 Trust. This
Wealth
AIF Institute Launches Private Wealth Advisory Board
AIF Institute forms Private Wealth Advisory Board with industry leaders to shape private markets education and research. Focus on liquidity
Fintech
MCF Advisors Expands in Northern Kentucky with HBA Acquisition
MCF Advisors acquires Hoff Bujnoch & Associates, expanding Northern Kentucky presence and enhancing wealth management capabilities through
Fintech
Six One Commodities Secures $800M Global Borrowing Facility
Six One Commodities closes $800M global borrowing base facility with $300M accordion feature, supported by 12 international banks.
