Search Results for: financial

What Defines a Financial Professional Today? Insights from the 2026 Global Finance Apex Championship
Finance News

What Defines a Financial Professional Today? Insights from the 2026 Global Finance Apex Championship

EIN Presswire
Global competitions reflect a broader redefinition of market expertise and professional identity For decades, financial professionalism was often associated with speed, privileged market access, and short-term performance outcomes. Success was measured by execution efficiency and the ability to capitalize on fleeting opportunities. While these attributes remain relevant, they no longer......
Quinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning
Artificial Intelligence Finance News

Quinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning

Business Wire
Company appoints go-to-market leader Lindsay Davis as Chief Marketing Officer to support next phase of growth Quinn, the AI platform for fiduciary-grade financial planning and advice, announced continued expansion of its team and product capabilities as demand accelerates across banks, fintech platforms, publishers, and wealth management firms. Read More on......
Voya Financial Announces MyCompass Target Date Investment Solutions Reach $10 Billion AUM Milestone
Finance Investment Services News

Voya Financial Announces MyCompass Target Date Investment Solutions Reach $10 Billion AUM Milestone

Business Wire
Voya Financial, Inc. , announced that the suite of MyCompass Investment Solutions offered on its recordkeeping platform has reached $10 billion in assets under management (AUM). Launched in the fall of 2019 by Great Gray Trust Company (Great Gray) as trustee, the suite of MyCompass target date funds is available......
Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA
Finance News

Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA

PR Newswire
Team joins from Wells Fargo seeking strong technology, advisor flexibility and growth resources Cetera welcomes financial advisor Shawn Longley, who joined Cetera from Wells Fargo Advisors Financial Network where he had been affiliated for 17 years. Based in Fond du Lac, Wisconsin, Longley and his team oversee approximately $205 million......
Sheffield Financial, Mercury Marine launch financing partnership for outboard engines and boat packages
Finance News

Sheffield Financial, Mercury Marine launch financing partnership for outboard engines and boat packages

PR Newswire
Sheffield Financial, a division of Truist Bank, and Mercury Marine have launched a retail financing partnership designed to simplify the purchase of Mercury outboard engines and boat packages. Under the agreement, customers can select Sheffield-powered financing with competitive rates and a digital experience that connects online shopping and credit decisions......
Nicolet Bankshares, Inc. Completes Merger with MidWestOne Financial Group, Inc.
Banking Finance News

Nicolet Bankshares, Inc. Completes Merger with MidWestOne Financial Group, Inc.

Business Wire
Nicolet Bankshares, Inc. (“Nicolet”) completed its merger with MidWestOne Financial Group, Inc., (“MidWestOne”), as a result of which, MidWestOne merged with and into Nicolet, with Nicolet being the surviving corporation. MidWestOne Bank will operate as a division of Nicolet National Bank until the planned system conversion in August 2026. At that time, all......
Ericsson and Mastercard enhance global digital money movement and accelerate digital financial inclusion
Digital Wallet Fintech News

Ericsson and Mastercard enhance global digital money movement and accelerate digital financial inclusion

PR Newswire
Collaboration simplifies access to advanced money movement solutions for telecom service providers, fintechs and banks Strengthens digital ecosystems across emerging and developed markets Increases financial digital inclusion for unbanked and underbanked communities Ericsson and Mastercard announce a collaboration to reshape how money moves across the world. By integrating the Ericsson......
Bankjoy Adds 10 New Financial Institution Clients and Announces Expanded Adoption of Digital Banking Solutions
Banking Finance News

Bankjoy Adds 10 New Financial Institution Clients and Announces Expanded Adoption of Digital Banking Solutions

Cision PRWeb
Bankjoy announced continued growth in Q4 2025, adding 10 new credit union and community bank clients and signing 13 expansion agreements from existing customers. These partnerships reflect rising demand for modern digital banking solutions that drive engagement, growth, and fraud prevention. Bankjoy, a leading digital banking provider for credit unions and community......
Financial AI Leaders Join Forces: BridgeWise Acquires US-Based Context Analytics to Pioneer End-to-End Wealth-Native Intelligence
Artificial Intelligence Finance News

Financial AI Leaders Join Forces: BridgeWise Acquires US-Based Context Analytics to Pioneer End-to-End Wealth-Native Intelligence

PR Newswire
The acquisition combines institutional AI and alternative data processing to deliver the industry’s first fully integrated wealth intelligence solution. BridgeWise, the global leader in AI for wealth, announced the acquisition of Chicago-based Context Analytics, the top AI-powered alternative data processing company, used by tier-one financial firms including S&P Global Market Intelligence. By......
How AI and Lean Financial OperationsTM Will Close Finance’s Execution Gap in 2026 6
Artificial Intelligence Finance Fintech Guest Posts

How AI and Lean Financial Operations Will Close Finance’s Execution Gap in 2026

John Gronen
As we head into 2026, finance leaders are confronting a persistent disconnect. CFO ambition has never been higher, yet day-to-day finance operations remain weighed down by manual work, fragmented data, and rising risk. Artificial intelligence has been part of the conversation for years, but the real question now is how......
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