Tag : financial services

Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM
Finance Investments News

Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced it has acquired Duncan & Haley, Ltd. (Duncan & Haley), an established RIA in Seattle, Washington. The acquisition adds $660 million in assets under management to Creative Planning. “Duncan & Haley has long shared our belief that integrating......
ClairFi Technologies Appoints Akbar Jaffer as Fractional CMO to Lead Next Phase of its Strategic Growth
Finance Investment Services News

ClairFi Technologies Appoints Akbar Jaffer as Fractional CMO to Lead Next Phase of its Strategic Growth

EIN Presswire
by EIN Presswire0
Experienced FinTech Marketing Executive to Strengthen Brand Positioning and Accelerate Market Expansion for its B2B and B2C offering ClairFi, a modern tax-optimized investment platform serving high-income individuals and households and financial services professional such as CPAs, RIAs, law firms, benefits providers, insurance agencies, and financial Advisors, today announced the appointment......
Konfío: A Fintech Pioneer and a Quiet Force Powering Mexico’s SME Economy releases documentary on CBS
Finance Fintech News

Konfío: A Fintech Pioneer and a Quiet Force Powering Mexico’s SME Economy releases documentary on CBS

EIN Presswire
by EIN Presswire0
For more than a decade, Konfío has been building something rare in financial services: meaningful impact at scale, achieved quietly, consistently, and with purpose. Founded in 2013 by David Arana and Francisco Padilla, the Mexican fintech has become one of the most influential players supporting small and medium-sized enterprises (SMEs)—the backbone......
Sigma360 Secures $17MM Series B to Scale AI-Powered Financial Crime Prevention and Compliance
Compliance management Finance News

Sigma360 Secures $17MM Series B to Scale AI-Powered Financial Crime Prevention and Compliance

PR Newswire
by PR Newswire0
New funding fuels platform innovation and expansion of trusted enterprise risk intelligence, AML and KYC solutions for financial institutions and fintechs worldwide Sigma360, the full-stack AI platform for risk intelligence, financial crime prevention and compliance, announced an oversubscribed $17.3MM Series B funding round led by Moderne Ventures with participation from Vocap Partners and Orrick, as......
Saphyre Appoints Michael Linchitz as Global Head of Sales
Finance News Trading

Saphyre Appoints Michael Linchitz as Global Head of Sales

PR Newswire
by PR Newswire0
Appointment strengthens global leadership team as demand accelerates for automated onboarding and operational readiness across financial markets Saphyre, Inc., the leading pre-trade through-post-trade platform providing faster trade-readiness and settlement cycles for the world’s largest financial institutions, announced the appointment of Michael Linchitz as Global Head of Sales. In this role,......
The Forge Companies Announces Acquisition of Capital Now Funding, Expanding the Forge Capital Suite of Services
Finance Fintech Funding News

The Forge Companies Announces Acquisition of Capital Now Funding, Expanding the Forge Capital Suite of Services

EIN Presswire
by EIN Presswire0
Strategic acquisition strengthens financial solutions available to plaintiff attorneys and their clients. The Forge Companies (Forge), a leading provider of settlement planning and financial services for plaintiff attorneys and their clients, announces the acquisition of Capital Now Funding. The acquisition expands the firm’s growing Forge Capital platform, further enhancing the financial solutions available to......
The Rise of AI-Powered Insurance Comparison Platforms
InsurTech News

The Rise of AI-Powered Insurance Comparison Platforms

EIN Presswire
by EIN Presswire0
Buying insurance once meant paperwork, phone calls, and guesswork. Comparing insurance products took spreadsheets and detailed research. But all that is rapidly changing. Shopping-related GenAI usage grew by 35% from February 2025 to November 2025. It is a prominent use case in product and pricing comparisons. While consumer electronics and......
VEON and JazzWorld Advance Pakistan’s Digital Financial Future with Acquisition of TPL Insurance
InsurTech News

VEON and JazzWorld Advance Pakistan’s Digital Financial Future with Acquisition of TPL Insurance

GlobeNewswire
by GlobeNewswire0
Acquisition to further financial inclusion through integrated digital financial services ecosystem VEON Ltd, a global digital operator, announced that its subsidiary Jazz International Holding Limited (“JIH”) has entered into a definitive agreement to acquire a controlling stake in TPL Insurance Limited (“TPL Insurance”), a publicly listed insurance firm in Pakistan.......
The UK draws the line on AI in financial crime
Artificial Intelligence Compliance management Finance Fintech Guest Posts Investments

The UK draws the line on AI in financial crime

Andy Renshaw
by Andy Renshaw0
For much of the past decade, the financial services sector has framed artificial intelligence as an innovation story. Faster detection, smarter models, fewer false positives with all compelling benefits in a landscape overwhelmed by fraud and financial crime. But the UK Treasury Committee’s recent call for AI stress testing signals......
Real-Time Payments and the Redefinition Of Global Liquidity
Banking Digital Payments Digital Wallet Featured Finance Fintech

Real-Time Payments and the Redefinition Of Global Liquidity

Fintech Staff Writer
by Fintech Staff Writer0
The global financial system has been running on infrastructure built for a time when business moved more slowly for decades. Payments were handled in groups, settlements happened at predetermined times, and banks and other financial organizations used intermediate systems to make sure transactions were correct between countries and institutions. This......
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