Study: Most RIA Marketing Teams Struggle with Growth
Catchlight’s 2025 RIA Growth Proficiency Report exposes critical gaps and emerging best practices in marketing-driven organic growth strategies among some of the nation’s top advisory...
Category : Financial Literacy, Education & SME Empowerment
LiaFi Raises APY to 3.10% for Small Business Cash
LiaFi, a Fintech platform and app for small businesses, today announced it has increased the annual percentage yield on its LiaFi Business Account to 3.10%...
FPA Launches FPAi Authority to Support Members with AI Tools
FPA partners with Capital Investment Advisors and FutureProof Advisor to better understand and leverage artificial intelligence. Almost half of Americans want to work with financial advisers who...
Edgen Launches First “Always-On” AI CIO for Retail Investors
With over 481,000 registered users, the platform introduces a new “Zero-Prompt” architecture that monitors markets 24/7, replacing manual chat interfaces with proactive, personalized intelligence. Edgen today...
Kirk Badii Recognized as a 2025 5-Star Independent Advisor by InvestmentNews
InvestmentNews honors Kirk Badii for fiduciary leadership and long-term wealth management for ultra-high-net-worth families Kirk Badii , founder of Badii Group Private Wealth Management, has been...
Santander US Partners with Villanova to Support Student-Athletes
Santander US announced a multi-year partnership with Villanova University Athletics naming Santander the Official Retail Bank Partner of Villanova Athletics and awarding a $1 million...
Tiger Group Exec Shares Insights on Today’s Asset Valuation
SFNet’s ‘In the Know’ podcast covers valuation shifts, tariff impacts, industry-specific pressures, and the expanding role of AI in appraisal analytics. Shifting tariffs, plunging consumer confidence...
A.R.I. Founder Earns Doctorate in Venture Debt Research
Dr. Ellison’s research forms the foundation for the A.R.I. Venture Debt Deal Index™ and A.R.I. Venture Debt Research Series™, launching in 2026 Applied Real Intelligence,...
Western Alliance Named Top Bank for SMEs in Southwest US
Bank recognized for empowering small and medium-sized businesses with tailored financial solutions, expert guidance and resources to help them grow, manage risk and compete in...
CIRI Congratulates New CPIR Graduates
The Canadian Investor Relations Institute (CIRI) is proud to announce the newest recipients of the prestigious Certified Professional in Investor Relations (CPIR) professional designation. The...
OnCorps AI Raises $55M to Scale Asset Manager Fund Operations
OnCorps AI, a leading agentic AI platform for fund operations, has secured $55 million in growth capital from Long Ridge Equity Partners, a growth equity...
ACDR Names Andrew Shaw as Head of Research for Consumer Debt
The Association for Consumer Debt Relief (ACDR), the leading advocate for the debt relief industry nationwide, has announced Andrew Shaw as its new Head of...
Fitch Learning Acquires Moody’s Analytics Learning Solutions
Combined entity to accelerate financial services skills development and drive measurable business outcomes across 148 countries Fitch Learning, the global leader in financial learning and...
MEFA’s U.Fund Earns Gold Medalist Rating for Second Year in Row
MEFA’s U.Fund College Investing Plan has earned a Gold Medal Rating from Morningstar, placing it among the nation’s best 529 college savings plans for the second...
Navy Federal Names ROTC Scholarship Program ‘Students of the Year’
Since 2018, nearly 1,800 ROTC students have been nominated, and the credit union has donated $610,000 to ROTC cadets through the scholarship program. Honoring the...