News

Advyzon announces Dates and Location of 2025 Annual Conference

In addition, comprehensive tech platform earns recognition from American Banker, WealthManagement.com, and Wealth Solutions Report

Asset-Map® and Holistiplan Finalize Integration Partnership

New Partnership Offers Asset-Map Users Single Sign-on Data Integration Capabilities

Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management

LPL Financial LLC announced that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and

Lumin Digital Announces Partnership with Pinwheel

Research indicates Pinwheel Prime significantly boosts conversion rates, increasing direct deposit enrollment by 32% and reducing the time for initial

Counterpart launches New Product with Westfield Specialty

Counterpart backed by carriers Westfield, Aspen, and Markel now offers a diverse suite of products and services for businesses under

Payzli Restructures Strategic Leadership to Accelerate Growth

Payzli, a next-generation payments fintech, announced strategic changes to its leadership team to further accelerate revenue growth and solidify its

OkayCoin Expands to Institutional Staking

As part of its strategic growth initiative, OkayCoin, a leader in cryptocurrency staking solutions, announced its expansion into institutional staking services.

uShark: Bridging Startups & Crypto with Real World Asset Opportunities

The startup ecosystem has become a cornerstone of global innovation and economic growth, driven by entrepreneurs transforming visionary ideas into

Regional Management Corp. Completes $187M Asset-Backed Securitization

Regional Management Corp., a diversified consumer finance company, announced that it has completed a $187.3 million asset-backed securitization, marking its

Deluxe Named to Business Transformation 150 List

Payments and Data Company recognized by Constellation Research Inc. for transformative, tech-driven efforts

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