First Command Supports Clients with Pay During Government Shutdown
First Command Financial Services, Inc. will provide direct deposit federal pay for clients as part of a comprehensive assistance program during the government shutdown. “First...
Category : Financial Literacy, Education & SME Empowerment
Wise River Advisors Named Among Barron’s Top 250 Wealth Teams
UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm’s Los Angeles office, has been named to the...
FINRA Foundation & AFCPE Launch 2025 Military Spouse Fellows
Fellowship Program Provides Military Spouses with Best-in-Class Financial Counseling Training and Enriching Career Opportunities The FINRA Investor Education Foundation and the Association for Financial Counseling...
L’ATTITUDE Ventures Portfolio Founder Expands Business Globally in 2025
Multimillion-dollar Latina-owned beauty brand Nopalera lands significant retail milestones L’ATTITUDE Ventures, the largest Latino-focused early-stage venture capital fund investing in Latino(a) entrepreneurs, today celebrates the growth...
Andrew Yorks joins Transamerica as Chief Investment Officer
Transamerica announced today that Andrew Yorks has been appointed Chief Investment Officer, effective October 6. He will report to Will Fuller, President and CEO, and will...
PNC Investments to Rebrand as PNC Wealth Management
New name reflects the business’ broader scope of solutions and focus on advisory PNC Bank today announced that its consumer brokerage business, PNC Investments, will...
World Investment Advisors Names Edward Walters President
Veteran wealth management executive brings visionary leadership, proven track record of transformation and deep expertise in building scalable advisory platforms World Investment Advisors, a leading...
WisdomTree Completes Acquisition of Ceres Partners
WisdomTree, Inc., a global financial innovator, announced today that it has completed its previously announced acquisition of Ceres Partners, LLC, a leading U.S.-based alternative asset...
First Bank and Trust Company Opens Bank Office in Morristown, Tennessee
First Bank and Trust Company, a diversified financial services firm with $4 Billion in assets, proudly announces the opening of its newest full‑service branch in...
TMC Financing Named Top SBA 504 Lender for Fifth Straight Year
548 Small Businesses Served, Securing Over $ 2.4 Billion in Total Financing for Fiscal Year 2025 TMC Financing proudly announces its fifth consecutive year as the...
MGAA Next Gen Mentoring Scheme: Third Cohort opens for Registration
The Managing General Agents’ Association (MGAA) is delighted to announce the launch of registrations for the third cohort of its Next Gen Mentoring Scheme. The...
Citytwig Named Winner on Pepperdine Graziadio’s 2025 Most Fundable List
Citytwig, Inc., an innovative AI-driven InsurTech platform, proudly announces its selection as a winner of the 2025 Most Fundable Companies competition, hosted by Pepperdine Graziadio...
Jeannie Marmol Launches ‘Millionaire Latina’ Wealth Guide
Miami-based financial services professional and first-generation wealth builder Jeannie Marmol presents a new way to look at money with the launch of her new book “Millionaire Latina: 5...
Overalls and 5Star Life Insurance Launch AI-Powered CoreAssist
Overall’s Life Concierge® provides an industry-leading benefit helping insureds with life’s complexities Overalls announced today a new partnership with 5Star Life Insurance Company to provide an exclusive,...
UBS’s The Schultz Group Recognized by Barron’s Top 250 Wealth Teams
UBS advisor team, The Schultz Group in Phoenix named to Barron’s Top 250 Private Wealth Management Teams UBS Global Wealth Management US announced today that The...