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...
Category : Financial Literacy, Education & SME Empowerment
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...
Ctoph Exchange Launches Global Plan to Improve Trading Speed
Ctoph Exchange, a global digital asset trading platform, today announced a major expansion of its technology infrastructure alongside a significant upgrade to its proprietary trading system. As...
CAIA Association Expands Middle East Strategy in Long-Term Commitment
CAIA Association, the global professional body for the alternative investment industry, today unveiled the next phase of its Middle East strategy. The association will broaden...
Premier Path Wealth Marks Two Years With Growth and New Division
Firm surpasses $1 billion in AUM and deepens focus on succession, exit planning, and multi-generational business continuity Premier Path Wealth Partners, an independent registered investment...
First Rate Ventures Invests in bQuest to Transform Aging Care
First Rate Ventures, the corporate venture arm of First Rate, Inc., today announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for...
Vanilla Becomes Preferred Estate Planning Tech Partner for Elevation Point
New Partnership Brings State-of-the-Art Estate Planning Tech to Independent Advisors Vanilla, a leading estate planning technology platform, today announced its partnership with Elevation Point, a...
Finimize & Schwab Partner on Investment Education for Investors
Multi-channel campaign will provide customised educational guides and webinars for retail investors Financial information platform Finimize today announced a strategic collaboration with Charles Schwab to...
XTransfer & KBank Partner to Boost ASEAN Cross-Border Trade
XTransfer, World’s Leading B2B Cross-Border Trade Payment Platform and KBank, a leading regional financial institution in the AEC+3 market, announced the signing of a memorandum of understanding (MoU)...
Malar Group Invests in Spendsafe to Boost Financial Literacy
Malar Group, under the leadership of CEO Sayan Navaratnam, has made a strategic investment in Spendsafe, the pioneering fintech platform that is redefining how families...
Avanza Capital Celebrates National Entrepreneurship Month
Financial services firm marks nine years of providing working capital assistance to entrepreneurs across 48 states In recognition of National Entrepreneurship Month, Avanza Capital Holdings...
The Annuity Show Returns with Insights on Smart Retirement Planning
Hosted by Certified Financial Fiduciary® Elise Roberts, the show offers weekly episodes on how to understand and position annuities for long-term financial confidence. The Annuity...
BDIC Issues Advisory on Unauthorized Use of Branding
Blockchain Deposit Insurance Corporation (BDIC), a global provider of blockchain-based deposit insurance, has issued an official advisory concerning recent instances of unauthorized use of its...
Affirm Expands Partnership with New York Life for Payment Options
Affirm, the payment network that empowers consumers and helps merchants drive growth, today announced an expansion of their long-term capital partnership with New York Life,...
On Tap Credit Union Wins Two Diamond Awards from Credit Unions
On Tap Credit Union is proud to announce it has been honored with two 2025 Diamond Awards from America’s Credit Unions, the industry’s premier marketing recognition...