Financial Services
News Category

AtlasClear Holdings Highlights Its Technology-Enabled Platform at Moody Capital's Disruptive Growth & Life Sciences Conference
AtlasClear Holdings' participation in the Moody Capital conference underscores its strategic position in modernizing financial services for emerging i...

When Tax Strategy and Values Strategy Are the Same Conversation
Investors often compartmentalize tax strategy and values, but Steven Libman argues that stewardship should unify them, making tax planning a crucial p...

Moody Capital Strengthens Leadership with Appointment of H. John Zhang as Managing Director
Moody Capital Solutions adds seasoned investment banker H. John Zhang to lead capital markets and M&A advisory, signaling a strategic push to enhance ...

Solowin Holdings Celebrates 10th Anniversary, Showcasing Evolution into Dual-Token Digital Economy Platform
Solowin Holdings (NASDAQ: AXG) marks its 10th anniversary, highlighting its transformation from traditional finance to a fully compliant dual-token pl...

Financial Advisors Face Dual Crisis as $124 Trillion Wealth Transfer Meets Mass Retirements
The financial advice industry grapples with a historic $124 trillion wealth transfer and a shortage of advisors, prompting the 2026 VISION Conference ...

Potomac Wealth Management LLC Offers Independent, Fee-Only Portfolio Management for Nationwide Clients
Potomac Wealth Management LLC, an independent fee-only RIA, emphasizes disciplined, long-term portfolio management and fiduciary advice for investors ...

Cash Flow Constraints Hinder Real Estate Investors: Subscription Model Offers Solution
Real estate investors scaling from a few flips to many often hit a cash flow wall; a new subscription-based financing model from homebldr aims to pres...

Wheaton Precious Metals Reports Record Q2 Revenue, Earnings and Cash Flow
Wheaton Precious Metals' record second-quarter results underscore the strength of its streaming model and its strategic growth trajectory, with revenu...

Auto Secured Loans: A Viable Alternative for Cash-Strapped Americans
As everyday expenses rise, auto secured loans offer a more affordable borrowing option, but borrowers must evaluate lenders on transparency, affordabi...

Rockwater Wealth Management Wins Top Honors in 2026 Best of Orillia Readers' Choice Awards
Rockwater Wealth Management received Diamond and Platinum recognitions in the 2026 Best of Orillia Readers' Choice Awards, underscoring its community ...

Sell My Structured Settlement for Cash Launches Nationwide Education and Quote Platform
The launch of SMSSC provides a comprehensive education platform and free data library for structured settlement sellers, backed by a reputable funding...

Private Mortgage Investors Should Expect Late Payments, Says Gelt Financial CEO
Gelt Financial's CEO emphasizes that private lending investors must be prepared for structural late payments and underscores the importance of transpa...
Bison Bank becomes Portugal's first MiCA-Regulated Crypto-Asset Service Provider
Bison Bank has become the first bank in Portugal to operate directly as a Crypto-Asset Service Provider under the European MiCA regulation, merging it...

Main Source Funding Emphasizes Ongoing Support and Transparent Process for Debt Consolidation
Main Source Funding reaffirms its commitment to providing continuous, transparent debt consolidation services with no hidden fees, free consultations,...

Samsung Launches First U.S. Credit Card with Barclays, Signaling Expansion into Financial Services
Samsung's debut credit card in partnership with Barclays marks the tech giant's initial foray into U.S. financial services, with plans to further expa...

Computyne Highlights Role of Invoice Validation in Reducing Payment Errors and AP Backlogs
Computyne's announcement underscores the growing importance of invoice validation services in helping finance teams cut payment errors, improve compli...

Rubean AG's SoftPOS App Surpasses 150,000 Active Terminals, Doubling Year-Over-Year
Rubean AG announces its SoftPOS app is now installed on over 150,000 active terminals, nearly double the previous year, signaling strong growth and su...

Next Generation Trust Company Partners with ETZ Soft for Direct Cryptocurrency Investing in Self-Directed IRAs
Next Generation Trust Company's strategic partnership with ETZ Soft enables clients to trade cryptocurrency directly through their self-directed IRAs,...

Zapp Expands WhatsApp-Based Money Transfer Services to Central America
Zapp now enables migrants in the U.S. to send remittances to Guatemala, Honduras, El Salvador, and Nicaragua via WhatsApp, offering competitive fees a...

tZERO Expands Regulated Infrastructure to Derivatives with CFTC Registration for Introducing Broker
tZERO Group's subsidiary received CFTC registration as an introducing broker and NFA membership, enabling the company to offer infrastructure for regu...

AlgoWay Analysis Highlights Key Differences in Measuring Trade Automation Execution Speed
AlgoWay's new analysis clarifies that trade automation execution speed should be measured from signal origin to confirmed trade, not just internal pro...

BridgeCore Capital Closes $750,000 Refinance for California Office Complex
BridgeCore Capital has provided a $750,000 refinance for a suburban office in Rocklin, California, enabling cash-out for capital improvements and meet...

Republic First Funding Educates Consumers on Debt Consolidation as Alternative to High-Interest Credit Card Cycles
Republic First Funding expands awareness about debt consolidation as a structured alternative to high-interest credit card cycles, emphasizing that mi...

ERP Software Blog Names Best Microsoft Dynamics ERP Tools for Payment Processing 2026
ERP Software Blog has published its 2026 list of the best Microsoft Dynamics ERP tools for payment processing, highlighting eight vendors evaluated on...

Next Generation Trust Company Invites Independent Advisors to Broaden Client Retirement Options with Alternative Assets
Next Generation Trust Company encourages independent financial advisors to collaborate in offering clients self-directed retirement plans with alterna...

LaFleur Minerals Prepares to Restart Beacon Gold Mill as Inflation Boosts Gold Prices
Near-term gold producer LaFleur Minerals is set to restart its Beacon Gold Mill, leveraging rising gold prices driven by inflationary pressures from t...

Market Street Capital Inc.: A Diversified Financial Services Platform for Middle-Market Businesses
Market Street Capital has evolved from investor relations into a full-service financial advisory and investment banking platform, focusing on middle-m...

Siebert Expands Into Tokenized Securities Through tZERO's End-to-End Digital Markets Infrastructure
Muriel Siebert & Co. selects tZERO's full-stack platform to support issuance, onboarding, custody, trading infrastructure, and lifecycle management fo...

CMX Gold & Silver Corp. Navigates Precious Metals Volatility with Focus on Long-Term Physical Demand
CMX Gold & Silver Corp. advances its Clayton Silver Project amid market volatility from derivatives trading, positioning for long-term physical silver...

JCB and PNB Launch New Platinum Credit Card, Empowering Consumers With Greater Value and Lifestyle Benefits
JCB International and Philippine National Bank launch the PNB JCB Platinum Credit Card, offering enhanced rewards, flexible installment options, and e...

Total Wireless Becomes First U.S. Carrier to Include Western Union Money Transfers in Select Phone Plans
Total Wireless partners with Western Union to offer free monthly money transfers in select plans, making it the first U.S. carrier to integrate remitt...

Foreign Investors Add $206 Billion to U.S. Securities in April, Treasury Reports
Foreign investors purchased a net $206 billion of long-term U.S. securities in April, indicating sustained demand for U.S. assets despite a decline in...

Noble Pillar Capital Wikipedia Page Aggregates Public SEC Filing Data
The new Wikipedia page for Noble Pillar Capital centralizes publicly available SEC filings, including its Exempt Reporting Adviser status and Form D n...

Verdant Rock Secures BBB+ Rating from Fitch, Poised to Expand Emerging Market Guarantees
Verdant Rock Limited has received a BBB+ Long-Term Insurer Financial Strength Rating with a Stable Outlook from Fitch Ratings, positioning it to provi...

AI Security Tool Exposes Banking Vulnerabilities, Prompting Industrywide Response
Anthropic's Mythos AI cybersecurity tool is identifying critical banking system weaknesses, forcing U.S. banks to accelerate repairs and raising conce...

tZERO Adds Sovereign Digital Bond Collateral to Regulated Broker-Dealer Custody
tZERO now allows institutional participants to hold USDM1, a sovereign digital bond issued by the Republic of the Marshall Islands, within its SEC-reg...

Consolidated Credit Survey: Americans Delay Debt Help Until Balances Exceed $10,000
A new survey from Consolidated Credit reveals that many consumers postpone seeking debt relief until balances reach five figures, highlighting a need ...

FinTechs Face Rising Digital Fraud as AI Empowers Cybercriminals
The rapid digitization of financial services has led to increased digital fraud, with cybercriminals using AI to bypass security measures, putting fin...

tZERO's VerifyInvestor.com Integrates with PandoAlts Market Checks to Streamline Investor Onboarding and Compliance
The integration of VerifyInvestor.com into PandoAlts Market Checks platform aims to streamline investor onboarding and compliance verification for pri...

Forward Industries to Join Russell 2000 and Russell 3000 Indexes, Boosting Visibility and Liquidity
Forward Industries, a Solana treasury company, announced its inclusion in the Russell 2000 and Russell 3000 Indexes effective June 29, 2026, which is ...

ESGold Corp. Engages ICP Securities for Automated Market Making to Enhance Liquidity
ESGold Corp. has engaged ICP Securities Inc. to provide automated market making services to improve trading liquidity and order quality, supporting th...

Why Your CPA May Not Have Mentioned Cost Segregation and How to Approach It
Many real estate investors miss out on tax savings from cost segregation because their CPAs never bring it up, often due to outdated cost assumptions ...

Why Getting the Basis Wrong Can Undermine Your 1031 Exchange Tax Benefits
The article explains how misidentifying excess basis in a 1031 exchange can jeopardize tax benefits, emphasizing the need for accurate calculations an...

OptimumBank Holdings Named Recipient of 2025 Raymond James Community Bankers Cup
OptimumBank Holdings was recognized as one of the top-performing community banks in the U.S., highlighting its strong profitability, efficiency, and b...

Banks Race to Patch Cybersecurity Vulnerabilities Exposed by Mythos AI
U.S. banks are urgently addressing dozens of IT security weaknesses identified by Mythos AI, a powerful new tool from Anthropic, raising the risk of s...

OptimumBank Holdings to Present at Planet MicroCap Las Vegas 2026 Following Top Performance Recognition
OptimumBank Holdings announced its CEO will present at Planet MicroCap Las Vegas 2026, highlighting recent recognition as a top-performing community b...

Former Federal Reserve Examiner Brings Fortune 500-Level Bookkeeping to Small Businesses Nationwide on Second Anniversary
Cilson Bookkeeping, founded by former Fed examiner Christopher Wilson, celebrates two years of providing institutional-grade remote bookkeeping to sma...

