Financial services
UK Chancellor Rachel Reeves has outlined her plans to reform the financial sector, aiming to ease regulation and encourage more risk-taking to boost economic growth. Her key address to the City of London grandees this week emphasized the need to simplify regulations to foster innovation and enterprise. However, the industry&
Financial services
The University of California Polytechnic State University (Cal Poly) has made significant strides in its finance program, with the Orfalea College of Business's financial management concentration being named a Certified Financial Planner-registered program by the CFP Board of Standards Inc. This esteemed designation provides Cal Poly graduates with
Financial services
Crusonia Wealth Advisors, a Denver-based independent Registered Investment Advisor (RIA), has expanded its team with the addition of Collin Schmidt as Partner and Senior Wealth Advisor. Schmidt, a Certified Financial Planner (CFP), brings over a decade of experience in financial planning, investment management, and tax planning, serving a diverse range
Financial services
New Mexico State University has partnered with New York Life New Mexico to offer discounted tuition for employees, providing access to fully accredited undergraduate and graduate programs that support professional growth in the financial services sector. This exclusive partnership is part of NMSU Global Campus' Global Partnership Program, focused
Financial services
The Financial Conduct Authority (FCA) has issued a warning to UK residents about a clone firm scam that involves fraudsters copying the details of authorized firms to convince people that their firm is genuine. This type of scam involves a firm that is not authorized by the FCA, but is
Financial services
Paychex, a leading provider of human capital management solutions, has announced a partnership with SoFi at Work to expand its financial well-being offerings. Through this collaboration, Paychex Flex Perks users will gain access to SoFi's personal finance tools, addressing the critical need for financial independence among today'
Financial services
MissionSquare, a US-based financial services company, has joined forces with Income America, LLC to launch the MSQ Income America 5ForLife Balanced Fund, an in-plan income solution designed to provide participants with guaranteed lifetime income starting at age 65. This collaboration aims to address the growing interest in retirement income solutions,
Financial services
Al Tawfeek Leasing Company, a prominent player in the non-bank financial services sector, has showcased substantial market activity on the Egyptian Exchange (EGX). As of July 17, 2025, the company's stock is listed on the main market, with a par value of 2.500 Egyptian Pounds and a
Financial services
In response to the intensified scrutiny of the SEC and other regulatory bodies, Salus GRC, a leading provider of compliance and risk management solutions, has announced its expanded service offerings to help wealth managers and registered investment advisors (RIAs) navigate increasingly complex regulatory requirements with confidence. As firms face mounting
Financial services
Dubai, UAE is witnessing a significant growth in life insurance penetration, thanks to the partnership between Salama, a Shariah-compliant Takaful solution provider, and Policybazaar.ae, a leading digital insurance broker. The partnership aims to make Salama's Life Takaful products more accessible to UAE residents through Policybazaar.ae'
Financial services
CrownPoint Partners, a national real estate brokerage and advisory firm, has facilitated the sale of Merchants Plaza, a fully leased neighborhood shopping center in Cape Coral, Florida, to a private Midwest-based real estate investment firm for $4.5 million. The sale represents a 91% return on the original list price
Financial services
A broader modernization of the financial services sector is underway, with the Canadian Investment Regulatory Organization (CIRO) considering the role of order-execution-only (OEO) dealers in providing advice to do-it-yourself (DIY) investors. CIRO's consultation paper highlights the potential for non-tailored advice, such as investor risk profile assessments and model
