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Published on 01:53 GMT

Capital One launches Donatello for bespoke wealth management clients

From left: AVP Wealth Development Talal Ahamat, Founder/Group Managing Director Veranga Vithanarachchi and Senior Consultant Dian Gomes Capital One has launched Donatello, introducing a dedicated Bespoke Private Wealth Management concept for High-Net …

Source: Daily FT - Pending
Published on Sep 29, 2026

Who’s Moving Where In Wealth Management? – Openwork, Edmond de Rothschild, Stephenson Harwood, Others

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. The Openwork Partnership The Openwork Partnership, a UK financial advice network, has appointed Emma …

Source: Wealth Briefing - Neutral
Published on Sep 29, 2026

Genesis Wealth Management Group on Medicare Planning and Retirement Healthcare Costs

Reid Mortensen and Bill Kinkel of Genesis Wealth Management Group discuss how Medicare choices and rising healthcare costs can affect retirement income. Reid describes Medicare coverage options, enrollment considerations, and common risks, including …

Source: EdGlenToday - Illinois - Pending
Published on Sep 29, 2026

How wealth management firms, advisors are preparing to charge GST on trailer fees

Open this photo in gallery:The Canada Revenue Agency, housed in the Connaught Building in Ottawa, recently changed its position on GST/HST and trailing commissions.Sean Kilpatrick/The Canadian Press Mutual fund dealers have been working hard behind …

Source: The Globe and Mail - Neutral
Published on Sep 29, 2026

GIC-backed Bank Jago sees wealth management as next growth engine as Indonesian investor base grows

The push is gaining traction, with about 3.6 million customers connected to its investment ecosystem [JAKARTA] Indonesia’s digital bank Bank Jago is betting that the country’s rising appetite for investing can become its next big growth story as it looks …

Source: The Business Times Singapore - Neutral
Published on Sep 28, 2026

HCLTech launches first-of-its-kind AI-based synthetic research study for the global wealth management industry

Breadcrumb Trail Links PR Newswire HCLTech Logo CNW Based on more than 1,000 AI personas, the report finds 84% of wealth management firms acknowledge the need for an operating model reset, but less than 10% are prepared for the shift Advertisement 2 This …

Source: Airdrie Echo - Neutral
Published on Sep 28, 2026

Mezzi CEO reveals if customers take wealth management advice from AI

00:00 Josh Manish, it's great to see you again. Uh let's dig into this. Uh it sounds like you had this NYU Stern researcher Manish looked at what people asked Mezi's AI, your AI, what investment advice they got, and then critically, uh whether …

Source: Yahoo Finance - Center-left
Published on Sep 28, 2026

JR Wealth Management Publishes Insight on Why Well-Intentioned Wealth Structures Fail Under Later Scrutiny

Sound advice, never checked against the whole plan, can fail under scrutiny. Jonathane Ricci on documentation, intent and client education. TORONTO, ON, CANADA, September 28, 2026 /⁨EINPresswire.com⁩/ -- JR Wealth Management today announced the …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on Sep 28, 2026

On the Move: Northern Trust Wealth Management Promotes Three Leaders

WEALTH MANAGEMENT Northern Trust Wealth Management is pleased to announce the promotions of three accomplished leaders whose expertise and leadership continue to strengthen the firm’s commitment to serving clients across Southern California and the Western …

Source: Orange County Business Journal - California - Neutral
Published on Sep 28, 2026

Why serving women became our wealth management growth strategy

Hendershott Wealth Management's Hilary Hendershott on turning a niche for women into an operating strategy, not a marketing pitch. When I built Hendershott Wealth Management® in 2014, I created it specifically to serve women and couples who felt …

Source: Investment News - Neutral
Published on Sep 28, 2026

Wealth management, AI reshaping growth model of China's banking sector, McKinsey says

China's banking sector is showing signs of improvement, but the recovery remains uneven, with widening performance gaps among banks, according to McKinsey & Company. Some key operating indicators improved in the first half of 2026. In the second …

Source: China Daily - Gov't Propaganda
Published on 04:03 GMT

Merchant Wealth Partners Deploys $255.9M into Sydney's Ironbark Financial Group to Scale $97B Wealth Platform Across ...

SYDNEY — U.S.-based private equity firm Merchant Wealth Partners has committed 255.9 million (A385 million) to acquire a strategic stake in Sydney-headquartered Ironbark Financial Group, backing the firm's plans to expand its $97 billion wealth …

Source: International Business Times - Australia - Pending
Published on Sep 29, 2026

BNY Pershing Sunsetting Wove Wealth Platform

BNY Pershing is dismantling its wealth management platform, Wove, to bring its best components into the custodian's larger wealth solutions business, according to the firm and clients familiar with the platform. The effort will see New York-based BNY …

Source: Wealth Management - Neutral
Published on 00:47 GMT

ANSA Merchant Bank restructures financial business

ANSA Merchant Bank Ltd is reorganising its financial services business, transferring its banking operations to ANSA Bank Ltd and creating a new holding company to oversee the group’s wealth management, insurance and other financial businesses, the company …

Source: Trinidad Express - Neutral
Published on Sep 29, 2026

Colin Cieszynski’s Top Picks for Sept. 29, 2026

Colin Cieszynski, portfolio manager & chief market strategist at SIA Wealth Management, shares his outlook on Technical Analysis. Colin Cieszynski, Portfolio Manager & Chief Market Strategist, SIA Wealth Management Focus: Technical Analysis Top …

Source: BNN Bloomberg - Neutral
Published on Sep 29, 2026

Financial Integrators, LattaHarris form strategic partnership

Des Moines-based Financial Integrators and Cedar Rapids-based LattaHarris have entered into a strategic partnership to provide more coordinated wealth management, tax, accounting and advisory services to business owners, families and individuals. The firms …

Source: Business Record - Iowa - Neutral
Published on Sep 29, 2026

Merrill Lynch Fined $7.5M After Its System Flagged Suspicious Transactions That Were Never Investigated by Humans

A $7.5 million (£5.7 million) penalty against Merrill Lynch, Bank of America's wealth-management and brokerage business, has exposed a weakness in automated financial crime detection: software can successfully flag unusual activity while a human-set …

Source: International Business Times - United Kingdom - Neutral
Published on Sep 28, 2026

Robinhood (HOOD) Pushes Beyond Trading. Can Wealth Management Bring Steadier Revenue?

On September 18, 2026, CNBC reported that Robinhood Markets, Inc. (NASDAQ:HOOD) CEO Vlad Tenev laid out a strategy, in an interview on “Mad Money,” to use trading as a way to acquire customers and then manage their wealth for the rest of their lives. Tenev …

Source: Insider Monkey - Neutral
Published on Sep 29, 2026

Hold your nerve when trading gets tough, business leaders told at Stockton forum

Good rules for wealth management are also good rules for running a company, business leaders heard at a high-level networking event. The advice came from Nick Oliver, founder of wealth management firm Oliver Wealth, who was guest speaker at the latest …

Source: Warwickshire World - Pending

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Published on September 29, 2026 - 12:04 GMT

Plutus Health Redefines RCM Around Financial Outcomes, Payer Intelligence, and Agentic AI

Plutus Health combines payer intelligence, OlympusAI, agentic AI RCM, and human expertise to reduce revenue loss and improve financial performance. DALLAS, TX, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Plutus Health is introducing …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 12:00 GMT

100 Women in Finance Names 2026 Americas Industry Leadership Award Recipient and Anniversary Honorees

Kelly Young, Elaine Crocker, Seema R. Hingorani and Jennifer Prosek to be honored at 100 Women in Finance’s 25th Anniversary Gala in New York. NEW YORK, NY, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- 100 Women in Finance (100WF) …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 29, 2026 - 14:00 GMT

Nobis Names Cynthia A. Gray as Chief Financial Officer

ALLEN, TX, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Nobis announced Cynthia A. Gray as Chief Financial Officer. Gray brings 28 years of healthcare finance leadership experience, with expertise in financial strategy, revenue cycle …

Distribution channels: Building & Construction Industry, Business & Economy ...
Published on September 30, 2026 - 00:41 GMT

READOUT: Financial Stability Oversight Council Meeting on September 29, 2026

WASHINGTON – Today, U.S. Secretary of the Treasury Scott Bessent convened a meeting of the Financial Stability Oversight Council (Council) in executive session at the U.S. Department of the Treasury (Treasury). During the meeting, the Council heard an …

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Published on September 30, 2026 - 00:00 GMT

XYPN Adds Income Lab as a Member Benefit, Expanding Access to a Leading Financial Planning Platform

BOZEMAN, Mont., Sept. 29, 2026 (GLOBE NEWSWIRE) -- XYPN, the leading business support platform for fee-only financial planners, today announced a new partnership with Income Lab, a leading financial planning platform known for its innovative retirement …

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Published on September 29, 2026 - 14:00 GMT

Steen Engineering Earns Spot on Finance & Commerce's Top Projects of 2025 for Two Twin Cities Developments

Minneapolis MEP firm Steen Engineering recognized for work on Opportunity Crossing (Minneapolis) and The Juniper (Maplewood), affordable-housing developments. MINNEAPOLIS, MN, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Steen Engineering, a …

Distribution channels: Building & Construction Industry ...
Published on September 30, 2026 - 02:50 GMT

Fraudulent Flippo’s Draft “Financial Disclosure” Raises More Questions than Answers

“It’s still unclear exactly how Flippo accrued the capital to give his campaign a seven-figure loan — funneling more than $2.4 million in total into Congress bids over the last two cycles.” – Nevada Independent More than three years after David Flippo was …

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Published on September 29, 2026 - 14:11 GMT

BeneLynk Launches First National Financial Management Service Built for Veteran-Directed Care: Veterans Choose

COTTAGE GROVE, MN, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- BeneLynk, the nation’s leading social care company serving members of government-sponsored health plans, is pleased to announce the official launch of Veterans Choose. A …

Distribution channels: Business & Economy, Companies ...

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Published on September 30, 2026 - 03:00 GMT

HIVEX Enables 48 Million Binance Pay Users to Shop at PayPay Merchants Across Japan

Bringing Web3 (digital currency) payments into everyday travel, retail, dining, and local merchant experiences at PayPay merchants SUNNYVALE, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- TBCASoft, the developer of the HIVEX®️ payment …

Distribution channels: Banking, Finance & Investment Industry, Culture, Society & Lifestyle ...
Published on September 29, 2026 - 23:31 GMT

King Global Critical Minerals Reports Gold And Silver Results From Systematic Sampling Of Golden Turkey Tailings Arizona

King Global Critical Minerals (CSE:KING) VANCOUVER, BC, CANADA, September 29, 2026 /⁨EINPresswire.com⁩/ -- The 2026 program was designed to characterize the lateral distribution of precious and base metals across the exposed near-surface portion of …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 21:44 GMT

Parksville mayoral candidate Mike Butler focused on creating more jobs

PARKSVILLE, BC, CANADA, September 29, 2026 /⁨EINPresswire.com⁩/ -- Mayoral candidate Mike Butler and councillor candidate Alana Barager say their focus is straightforward: creating more jobs, investment and economic opportunities for people who live in …

Distribution channels: Banking, Finance & Investment Industry, Manufacturing ...
Published on September 29, 2026 - 21:40 GMT

Camelback Luxury Spotlights Single-Level Estate in Paradise Valley

7825 N Invergordon Place brings a one-acre setting and considered design to the conversation around Paradise Valley's luxury new-construction market. PARADISE VALLEY, AZ, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- A full acre …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 21:04 GMT

pdfRest Launches Create ZUGFeRD PDF API Tool for Automated German and French E-Invoicing Workflows

New REST API Tool Builds and Validates Compliant ZUGFeRD and Factur-X Hybrid Invoices in a Single Workflow CHICAGO, IL, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- pdfRest, by Datalogics, announced the launch of the Create ZUGFeRD …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 20:51 GMT

Granite Bank Receives 2026 SBA Minnesota Lender Award in the $250 million to $500 million Asset Category

MN, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Granite Bank is honored to be recognized by the U.S. Small Business Administration (SBA) as the recipient of the 2026 SBA Minnesota Lender Award in the $250 million to $500 million asset …

Distribution channels: Banking, Finance & Investment Industry ...
Published on September 29, 2026 - 19:56 GMT

Lendworkz LLC and Golf Phuphanich Originate Tampa Bay Mortgages

Lendworkz LLC & Golf Phuphanich offer customised FHA, VA, conventional, and investor mortgage solutions for home buyers across the Tampa Bay area. LUTZ, FL, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Lutz, FL - Lendworkz LLC, a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 19:33 GMT

Menopause Workplace Laws Expand Across U.S. as Employers Face New 2027 Requirements

Menopause workplace protections are expanding. Is your organization ready? Download the new national report and take MEC’s free Workplace Menopause Audit. SAN FRANCISCO, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Menopause is …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 18:30 GMT

Octave Holdings & Investments Welcomes John Sebring to Spearhead Growth Across Its Integrated Real Estate Practice

ALPHARETTA, GA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Octave Holdings & Investments (Octave) today announced the appointment of John Sebring to its executive leadership team, further strengthening the firm’s capabilities …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 18:29 GMT

Creative Repute Offers Free Website Cost Calculator for Clients

Philadelphia agency Creative Repute lets prospective clients model website costs upfront with a free public pricing tool. PHILADELPHIA, PA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Creative Repute, a Philadelphia-based branding …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 18:09 GMT

Ex Strategy & Technology Chief, Nokia launches Dajji, a Deep Tech & Physical AI Investment Platform Backing SoloPulse

LOS ALTOS, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Dajji today announced its formal launch as an advisory-led deep-technology investment platform that combines selectively curated capital deployment with sustained, long-term founder …

Distribution channels: Banking, Finance & Investment Industry ...
Published on September 29, 2026 - 17:33 GMT

17th Annual Sohn San Francisco Investment Conference to Convene Leading Investors and Support Local Nonprofits

A day of high-conviction investment ideas, fresh market perspective, and meaningful impact for Bay Area youth SAN FRANCISCO, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- The 17th annual Sohn San Francisco Investment Conference …

Distribution channels: Banking, Finance & Investment Industry ...
Published on September 29, 2026 - 17:16 GMT

“Your Retirement Reset” by Canadian Retirement Expert Susan Pimento Arrives in Bookstores Across Canada

Susan Pimento's guide to turning home equity into retirement income is in stores across Canada and via Simon & Schuster in the U.S. Media tour underway. TORONTO, ON, CANADA, September 29, 2026 /⁨EINPresswire.com⁩/ -- Many Canadians share the same …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 17:00 GMT

RevTek Capital Announces a 2nd Growth Credit Facility for Kickoff

RevTek Capital’s second growth credit facility supports Kickoff’s expansion of personalized, insurance-covered fitness and nutrition coaching. PHOENIX, AZ, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- PHOENIX — September 11, 2026 — …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 16:26 GMT

Ezra Group Welcomes Sharon Watson as Executive in Residence and Trust/Fiduciary Domain Lead

Sharon Watson joins Ezra Group to lead its Trust & Fiduciary services, advising clients on strategy, technology modernization, operations, and AI. CHERRY HILL, NJ, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Ezra Group, a …

Distribution channels: Banking, Finance & Investment Industry ...
Published on September 29, 2026 - 16:14 GMT

QuantumGenie Advances Automated PQC Migration at 2026 PQC Summit

QuantumGenie joined government and industry leaders to show why PQC migration must combine discovery, interoperability, authentication and human oversight. WESTLAKE VILLAGE, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- …

Distribution channels: Banking, Finance & Investment Industry, Companies ...
Published on September 29, 2026 - 16:00 GMT

bp to Advance Venezuela Gas Opportunities at Venezuela Energy Week 2027

CARACAS, VENEZUELA, September 29, 2026 /⁨EINPresswire.com⁩/ -- bp will join Venezuela Energy Week (VEW) 2027 as a Gold Sponsor, highlighting the company’s renewed engagement in Venezuela as the country advances a series of international partnerships across …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on September 29, 2026 - 15:00 GMT

Staffing Agency Expands to Offer In-Home Curated Rehab

The Celebrity PA Network introduces “Curated Rehab without Walls,” an alternative for high-profile individuals with addiction problems LOS ANGELES, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- The Celebrity PA Network, an elite …

Distribution channels: Aviation & Aerospace Industry, Banking, Finance & Investment Industry ...
Published on September 29, 2026 - 15:00 GMT

Five Sigma Unveils Adjuster’s Cockpit and Clive Claim Conductor to Enable No-Touch Claims Operations

New capabilities help insurers increase no-touch claims automation while directing adjuster attention to the decisions and exceptions requiring human expertise LAS VEGAS, NV, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Five Sigma, the AI- …

Distribution channels: Amusement, Gaming & Casino, Banking, Finance & Investment Industry ...
Published on September 29, 2026 - 15:00 GMT

Waiting for Lower Mortgage Rates Could Cost Los Angeles First-Time Homebuyers More Than They Expect

Anna Kara Loans says the question buyers ask most is the one they control least, and the things they can control matter more BURBANK, CA, UNITED STATES, September 29, 2026 /⁨EINPresswire.com⁩/ -- Los Angeles first-time homebuyers holding out for …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...