UK-based financial advisory firm Lumin Wealth has expanded its national footprint with the purchase of Gresham Financial Strategies. Financial terms of the transaction were not disclosed.…
Q2 Holdings has debuted a tool to help banks and credit unions update their digital services. Q2 Code, developed by integrating Anthropic’s Claude Code through Amazon Bedrock, is designed…
Scott Popilek serves as CEO of King Risk PartnersMorin Associates was established in 1984King Risk Partners, which is backed by Lightyear Capital, has acquired Morin Associates,…
For most of the past decade, AI has been sold as the next frontier in financial services.That framing is outdated.By the end of 2026, AI will…
Apella Wealth has expanded its advisory platform with the addition of Financial Connections Group, Inc., a Bay Area-based firm that provides financial planning, retirement planning and investment…
Apr 12, 2026 According to a report from Yahoo Finance, cryptocurrency is achieving mainstream adoption through avenues beyond exchange-traded funds. While Bitcoin ETFs have accumulated significant…
As open banking takes effect, banks must shift from compliance to delivering customer value through action. Read More: How to Win Open Banking through Action
Lake Boca Raton Boca Raton, FL – April 10, 2026 – The City of Boca Raton’s Financial Services Department continues to set a high standard for…
Oxford Commercial Finance will showcase flexible working capital solutions at the 2026 TMA MidAmerica Conference, helping businesses improve cash flow and drive growth. Read More: Oxford…
A nonprofit lender focused on expanding access to financial services has opened its first credit union branch in Reading. Finanta announced the opening of its new…