Oakledge Advisors Launches to Guide Institutional Investors Through Climate and Economic Disruption

Oakledge Advisors, a new independent advisory firm founded to help institutional investors, asset managers, and ecosystem partners navigate the challenge...

October 22, 2025 | Wednesday | News
Equifax Launches Ignite® AI Advisor to Empower Lenders with Actionable Insights and Always-On Intelligence

Equifax® announces the launch of Equifax Ignite® AI Advisor, a new solution designed to help lenders pinpoint new opportunities, grow a...

October 20, 2025 | Monday | News
SMArtX Unveils Advanced Tax Loss Harvesting Automation to Elevate Portfolio Efficiency at Scale

SMArtX Advisory Solutions ("SMArtX"), a leading platform for enterprise managed accounts technology, announced major enhancements to its Tax Loss Harvest...

October 20, 2025 | Monday | News
Integrity Enhances Ask Integrity® with AI-Powered Plan Insights Ahead of 2026 Medicare Enrollment

Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, an...

October 20, 2025 | Monday | News
Webull Expands Fixed Income Access with Launch of Corporate Bond Trading for U.S. Investors

Webull, an online investment platform, announced the launch of corporate bond trading for U.S. customers. Investors are now able to buy and sell individu...

October 20, 2025 | Monday | News
Bloomberg Enables First Swap Connect Trade in Europe by ICBC Luxembourg

Bloomberg announced that the Luxembourg branch of the Industrial and Commercial Bank of China (ICBC) successfully completed its first Swap Connect transa...

October 17, 2025 | Friday | News
Vested Finance Partners with Monark Markets to Unlock Pre-IPO and Private Market Access for Indian Investors

Vested Finance, an SEC registered investment advisor, has partnered with Monark Markets to expand access to Pre-IPO companies and other alternative inves...

October 16, 2025 | Thursday | News
Openmarkets Partners with Eventus to Power Scalable Trade Surveillance Across $2B Monthly Trading Volume

Eventus, a leading provider of comprehensive, at-scale trade surveillance and financial risk solutions, and Openmarkets Group (OMG), one of Australia's l...

October 15, 2025 | Wednesday | News
Touareg Group Launches U.S. Subsidiary to Drive Innovation in AI, Blockchain, and Digital Asset Infrastructure

Touareg Group, an international leader in finance, digital assets, and technology innovation, has announced the establishment of its U.S.-based subsidiar...

October 14, 2025 | Tuesday | News
Investment Company Institute Unveils Redesigned Website to Enhance Member Access and Industry Engagement

The Investment Company Institute (ICI) launched a newly redesigned website to provide our members, policymakers, and the global asset management industry...

October 13, 2025 | Monday | News
The CIO Group Launches with AI-Powered Total Wealth Intelligence Platform, Redefining Portfolio Management

The CIO Group ("CIOG"), a new wealth intelligence firm, announced its official launch. Founded by David Bailin, former Global Head and Chief Investment O...

October 08, 2025 | Wednesday | News
Quod Financial Launches Unity as Standalone Product to Modernize Fragmented Trading Infrastructures

Quod Financial, a leading provider of adaptive trading technology, announced the launch of Unity, its proven integration architecture, now available as a...

October 08, 2025 | Wednesday | News
World Investment Advisors Appoints Ed Walters as President to Lead Next Phase of Growth

World Investment Advisors (WIA), leading financial advisory firm and division of World Insurance Associates LLC (World), announced the appointment of Edwar...

October 07, 2025 | Tuesday | News
Ivalua Launches TechX Event to Unite Procurement and Tech Leaders in Paris This October

Ivalua, a global leader in spend management, has announced the launch of Ivalua TechX, a new event that will bring together procurement and technology le...

October 06, 2025 | Monday | News
Swan Bitcoin Launches Swan International to Serve Global Clients with Premier Bitcoin Wealth Services

Swan Bitcoin, the Bitcoin wealth platform for leaders of families and businesses, announced Swan International, expanding its white-glove wealth services...

October 03, 2025 | Friday | News
GCEX Acquires GlobalBlock Europe UAB to Expand into Digital Wealth Management and Crypto Brokerage

Leading regulated digital prime broker, has acquired GlobalBlock Europe UAB, a crypto brokerage and asset management firm focused on high-net-worth ...

September 30, 2025 | Tuesday | News
Oxford Financial Selects d1g1t to Power Next-Gen Wealth Management for Ultra-High-Net-Worth Clients

d1g1t, a leading enterprise wealth management technology provider, announced that Oxford Financial Group, Ltd., one of the largest independent registered...

September 29, 2025 | Monday | News
Spline Data Launches Real-Time Primary Market Pricing Tool to Modernize Municipal Bond Issuance

Spline Data, a leading provider of quantitative U.S. municipal bond pricing data and analytics, announced the launch of its real-time primary market pric...

September 25, 2025 | Thursday | News
Bloomberg Launches AI Portfolio Commentary to Streamline Performance Reporting in PORT Enterprise

Bloomberg announced the launch of AI Portfolio Commentary, an AI-powered feature within PORT Enterprise, Bloomberg's premium portfolio and risk analytics...

September 24, 2025 | Wednesday | News
Phemex Launches On-chain Earn to Simplify Staking and Maximize Crypto Yield

 Phemex, the most efficient crypto exchange, announced the launch of On-chain Earn, a new staking service that integrates proof-of-stake rewards dir...

September 22, 2025 | Monday | News

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